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[CAT] Caterpillar Inc. - Long-Term Investments
Data updated 2023-Sep-16 (Saturday)Note: Detailed Statistics for Long-Term Investments in Balance Sheet for Caterpillar Inc. [NYSE:CAT] with frequency distribution chart that analyze trends & history . Long-Term Investments include real estate, securities etc. that the Company plans to hold for longer than a year. View Balance Sheet for broader context
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Quarterly Long-Term Investments values for Caterpillar Inc. are rounded to enhance readability
| 2023-Jun | 2023-Mar | 2022-Dec | 2022-Sep | 2022-Jun | 2022-Mar | |
|---|---|---|---|---|---|---|
| Long-Term Investments | 3.24 B | 3.24 B | 3.24 B | 2.77 B | 3.51 B | 3.31 B |
| Sequential Quarter Growth | 0.0% | +0.1% | +17.0% | -21.1% | +6.1% | +84.3% |
| Quarter-on Quarter Growth | -7.6% | -2.0% | +80.5% | +8.3% | +40.4% | +37.1% |
Annual Long-Term Investments values for Caterpillar Inc. are rounded to enhance readability
| 2022-Dec | 2022-Jan | 2021-Jan | 2020-Jan | 2019-Jan | 2018-Jan | |
|---|---|---|---|---|---|---|
| Long-Term Investments | 3.31 B | 3.31 B | 1.79 B | 2.23 B | 1.76 B | 1.61 B |
| Year-on-Year Growth | 0.0% | +84.7% | -19.6% | +27.0% | +9.4% | +8.6% |
| 2-yr CAGR | +35.9% | +21.9% | +1.0% | +17.9% | +9.0% | +155.4% |
| 3-yr CAGR | +14.1% | +23.5% | +3.8% | +14.7% | +92.5% | +84.2% |
| 4-yr CAGR | +17.2% | +19.8% | +4.9% | +73.5% | +61.7% | +55.9% |
| 5-yr CAGR | +15.6% | +17.5% | +48.8% | +54.1% | +45.2% | +42.6% |
Frequency distribution of quarterly Long-Term Investments values from 2015-Sep-30 grouped into buckets. Latest Long-Term Investments value is 3.24 Billion as of 2023-Jun-30
Subsequent stock performance post earnings date till next announcement for Caterpillar Inc. mapped with quarterly Long-Term Investments values reported at that time. Most recent value denoted with star
Select frequency and calculation type for Long-Term Investments above for vertical axis in scatter chart. Additionally choose type of performance for horizontal axis
Bayesian (Conditional Probability) analysis for Caterpillar Inc. with subsequent post-earnings performance given Long-Term Investments values. Analysis uses quarterly data and subsequent relative performance benchmarked to S&P 500 index. Most recent quarter is denoted with a star and corresponding partial performance is excluded from calculations
| Underperform (relative perf.) | Outperform (relative perf.) | |
|---|---|---|
| Long-Term Investments - Low | 56% | 44% |
| Long-Term Investments - Medium | 52% | 48% |
| Long-Term Investments - High | 52% | 48% |
| Long-Term Investments (Sequential growth %) - Low | 52% | 48% |
| Long-Term Investments (Sequential growth %) - Medium | 62% | 38% |
| Long-Term Investments (Sequential growth %) - High | 42% | 58% |
| Long-Term Investments (QoQ growth %) - Low | 46% | 54% |
| Long-Term Investments (QoQ growth %) - Medium | 57% | 43% |
| Long-Term Investments (QoQ growth %) - High | 57% | 43% |
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Information for Caterpillar Inc.
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