Caterpillar Inc (CAT) Return on Investment ROI from the second quarter of 2026 to second quarter of 2025 and for the year 2026, average high and low, overall ranking from Jun 30 2026 to Jun 30 2025 - CSIMarket
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Caterpillar Inc  (NYSE: CAT)


Caterpillar Inc's ROI from its second quarter of 2026 to the second quarter of 2025 and 5 Year Period

Return on Investment, Quarterly Results, Trends, Rankings, Statistics

What is Caterpillar Inc's ROI in the second quarter of 2026?
Caterpillar Inc achieved a return on average invested assets (ROI) of 17.9 % in its second quarter of 2026, this is above CAT's average return on investment of 9.35%.
Caterpillar Incs investments during the 12 months ending in the second quarter of 2026 are valued at $60 billion

ROI has improved compared to 16.06% in the first quarter of 2026, due to net income growth.

Within the Capital Goods sector 19 other companies had a higher return on investment. While return on investment, the total ranking has deteriorated compared to the first quarter of 2026 from 449 to 454.

Definition and Formula of Return on Investment


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Return On Investment (Jun 30 2026)
II. Quarter		 (Mar 31 2026)
I. Quarter		 (Dec 31 2025)
IV. Quarter		 (Sep 30 2025)
III. Quarter		 (Jun 30 2025)
II. Quarter
Y / Y Investment Change TTM 11.45 % 10.9 % 7.98 % 5.26 % 3.7 %
Y / Y Net Income Change TTM 14.9 % -5.13 % 11.95 % 80.23 % 251.92 %
Investment (TTM) in Millions 62,818 59,647 62,027 57,732 55,393
Return On Investment (TTM) 17.9 % 16.06 % 15.61 % 16.78 % 17.37 %
CAT's Overall Ranking # 454 # 449 # 432 # 412 # 335
Seq. Investment Change TTM 3.16 % 3.19 % 2.96 % 1.69 % 2.65 %
Seq. Net Income Change TTM 15 % 6.14 % -4.2 % -1.74 % -5.05 %
Net Income (TTM) in Millions 10,841 9,427 8,882 9,271 9,435

CAT Company Profile >> Back to CAT Roi Comparisons >> See Annual CAT Return On Investment



Return On Investment CAT's Ranking
Within: No.
Industry # 2
Sector # 20
Overall # 454

Return On Investment Statistics
High Average Low
21.63 %
9.35 %
-0.27 %
(Mar 31 2024)  







Financial Statements
Caterpillar Inc's II. Quarter Investments $ 62,818 Millions CAT's Balance sheet
Caterpillar Inc's II. Quarter Income $ 3,593 Millions Quarterly CAT's Income Statement
CAT's Income by Division See CAT's Income by Division


CAT Annual Return On Investment (Dec 31 2025)
2025		 (Dec 31 2024)
2024		 (Dec 31 2023)
2023		 (Dec 31 2022)
2022		 (Dec 31 2021)
2021
Total Investments in Millions 62,027 55,495 52,757 50,434 52,978
Y / Y Investment Growth 11.77 % 5.19 % 4.61 % -4.8 % 0.62 %
Net Income in Millions 8,882 10,788 10,332 6,704 6,493
Y / Y Net Income Growth -17.67 % 4.41 % 54.12 % 3.25 % 116.22 %
Annual Return On Investment 14.32 % 19.44 % 19.58 % 13.29 % 12.26 %


Annual Roi Comment
In the fiscal year 2025 ROI decreased relative to the previous year to 14.32 %, due to deterioration of net income.

Definition and Formula of Return on Investment

Other ROI Ratios
Construction & Mining Machinery Industry Roi Trends and Statistics
Capital Goods Sector Return On Investment Statistics
Roi Trends for overall market
CAT's Roi Ratio versus Construction & Mining Machinery Industry, Capital Goods Sector and total Market
Highest Ranking Return On Investment
Lowest Ranking Return On Investment
Subscribers only: Roi for CAT's Competitors
Subscribers only: Roi for Caterpillar Inc's Suppliers
Subscribers only: Return On Investment for CAT's Customers

Other Ratios
CAT's Roa CAT's Inventory Turnover Ratio CAT's Growth Rates CAT's Dividend Statistics
CAT's Profitability Ratios CAT's Asset Turnover Ratio CAT's Dividend Growth
CAT's Roe CAT's Valuation Ratios CAT's Financial Strength Ratios CAT's Dividend Payout Ratio



Companies with similar Return On Investment at Jun 30 2026, within Capital Goods Sector ROI
Lam Research Corporation  41.27 %
Ies Holdings Inc   39.20 %
Argan Inc  37.34 %
Cvd Equipment Corporation  35.78 %
Comfort Systems Usa inc   28.54 %
Enerpac Tool Group Corp   27.62 %
Powell Industries Inc   26.85 %
Illinois Tool Works Inc  26.49 %
Cricut Inc   23.45 %
Everus Construction Group Inc   23.37 %
Nvr Inc   21.96 %
Emcor Group Inc   21.54 %
Sterling Infrastructure Inc   20.69 %
Dover Corp  19.97 %
Lincoln Electric Holdings Inc  19.42 %
Graco Inc   19.40 %
Trane Technologies Plc  18.86 %
Myr Group inc   18.48 %
Nextpower Inc   18.36 %
Caterpillar Inc  17.90 %
Sci Engineered Materials inc   17.01 %
Ferguson Enterprises Inc   16.71 %
Acorn Energy Inc   16.47 %
Applied Industrial Technologies Inc   16.28 %
Willdan Group inc   16.27 %
Tetra Tech inc   16.05 %
Donaldson Company Inc   15.92 %
Cavco Industries Inc   15.91 %
Compx International inc  15.64 %
Badger Meter Inc   15.60 %

Date modified: 2026-09-12T18:18:28+00:00



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