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


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

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

What is Caterpillar Inc's ROI in the third quarter of 2026?
Caterpillar Inc achieved a return on average invested assets (ROI) of 18.87 % in its third quarter of 2026, this is above CAT's average return on investment of 9.54%.
Caterpillar Incs investments during the 12 months ending in the third quarter of 2026 are valued at $62 billion

Despite the deterioration in its net income, company has improved ROI compared to the second quarter of 2026.

Within the Capital Goods sector 11 other companies had a higher return on investment. While Return on investment, overall ranking has progressed in the Sep 30 2026 quarter, so far to 454, from total ROI ranking in the second quarter of 2026 at 536.

Definition and Formula of Return on Investment


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Return On Investment (Sep 30 2026)
III. Quarter		 (Jun 30 2026)
II. Quarter		 (Mar 31 2026)
I. Quarter		 (Dec 31 2025)
IV. Quarter		 (Sep 30 2025)
III. Quarter
Y / Y Investment Change TTM 8.62 % 6.66 % 10.92 % 12.62 % 9.92 %
Y / Y Net Income Change TTM 27.58 % 14.9 % 29.92 % 69.08 % 276.41 %
Investment (TTM) in Millions 66,176 62,818 59,647 62,027 57,732
Return On Investment (TTM) 18.87 % 17.9 % 15.71 % 14.97 % 16.07 %
CAT's Overall Ranking # 454 # 536 # 428 # 394 # 360
Seq. Investment Change TTM 3.49 % 0.95 % 1.12 % 2.83 % 1.62 %
Seq. Net Income Change TTM 9.1 % 15 % 6.14 % -4.2 % -1.74 %
Net Income (TTM) in Millions 11,828 10,841 9,427 8,882 9,271

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



Return On Investment CAT's Ranking
Within: No.
Industry # 1
Sector # 12
Overall # 454

Return On Investment Statistics
High Average Low
21.42 %
9.54 %
-0.27 %
(Mar 31 2024)  







Financial Statements
Caterpillar Inc's III. Quarter Investments $ 66,176 Millions CAT's Balance sheet
Caterpillar Inc's III. Quarter Income $ 3,286 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 Sep 30 2026, within Capital Goods Sector ROI
Lam Research Corporation  48.95 %
Comfort Systems Usa inc   33.44 %
Sterling Infrastructure Inc   27.02 %
Emcor Group Inc   24.10 %
Illinois Tool Works Inc  22.80 %
Garmin Ltd  21.49 %
Lennox International Inc  20.06 %
Lincoln Electric Holdings Inc  19.90 %
Trane Technologies Plc  19.71 %
Myr Group inc   19.56 %
Nextpower Inc   19.01 %
Caterpillar Inc  18.87 %
Graco Inc   18.74 %
Sci Engineered Materials inc   18.50 %
Applied Industrial Technologies Inc   17.06 %
Dover Corp  16.39 %
Badger Meter Inc   15.62 %
Cavco Industries Inc   15.28 %
Douglas Dynamics Inc  14.95 %
Lockheed Martin Corporation  14.93 %
Enerpac Tool Group Corp   14.38 %
Aaon Inc   14.09 %
Snap on Inc  13.37 %
The Boeing Company  12.92 %
General Dynamics Corporation  12.53 %
Green Brick Partners Inc   11.94 %
Bloom Energy Corporation  11.88 %
Zurn Elkay Water Solutions Corporation  11.85 %
Leonardo Drs Inc   11.63 %
Northrop Grumman Corp  10.92 %

Date modified: 2026-11-08T19:13:30+00:00



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