Annual ROA
12.31%0.11%+0.90%
Summary
- Current Value
- As of today, CAT annual ROA is 12.31%, up +0.90% on
- Historical Performance
- CAT annual ROA is up +52.73% over the past 3 years, and up +58.63% over the past 5 years
- All-Time High Comparison
- CAT annual ROA is currently at its all-time high
- 3-Year Low Comparison
- CAT annual ROA is +51.23% above its 3-year low of 8.14% reached on an earlier date
- Sector Comparison
- CAT annual ROA is higher than 87.66% of companies in Industrials sector
ROA Chart
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Series
SUGGESTED SERIES
Performance
| Metric | Date | Value | 1Y | 3Y | 5Y | 15Y |
|---|---|---|---|---|---|---|
| Annual ROA | 12.31% | +0.9% | +52.7% | +58.6% | +854.3% | |
| Quarterly ROA | 10.46% | -16.2% | +15.8% | +143.3% | +217.9% | |
| Price | $623.09 | +71.7% | +150.4% | +220.8% | +564.8% | |
| PE Ratio | 31.97 | +94.3% | +62.5% | -10.1% | +41.2% | |
| Annual Revenue | $64.81B | -3.4% | +27.1% | +20.5% | +99.7% | |
| Annual Net Income | $10.79B | +4.4% | +66.2% | +77.0% | +1204.5% | |
| Annual Total Assets | $87.76B | +0.3% | +6.0% | +11.9% | +46.2% | |
| Annual ROE | 55.33% | -5.2% | +35.9% | +30.3% | +432.0% |
ROA Highs
| Period | High | Date | Current |
|---|---|---|---|
| 3Y | 12.31% | at high | |
| 5Y | 12.31% | at high | |
| All | 12.31% | at high |
ROA Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 3Y | 8.14% | N/A | +51.2% |
| 5Y | 3.83% | N/A | +221.4% |
| All | -6.49% | +289.7% |
ROA History
FAQ
What is the current annual ROA of CAT?
As of today, CAT annual ROA is 12.31%
What is 1-year change in CAT annual ROA?
CAT annual ROA is up +0.90% year-over-year
What is 3-year change in CAT annual ROA?
CAT annual ROA is up +52.73% over the past 3 years
How far is CAT annual ROA from its all-time high?
CAT annual ROA is currently at its all-time high
How does CAT annual ROA rank versus sector peers?
CAT annual ROA is higher than 87.66% of companies in Industrials sector
When is CAT next annual earnings release?
The next annual earnings release for CAT is on
Quarterly ROA
10.46%0.44%-4.04%
Summary
- Current Value
- As of today, CAT quarterly ROA is 10.46%, down -4.04% on
- Historical Performance
- CAT quarterly ROA is down -16.19% year-over-year, and up +15.84% over the past 3 years
- All-Time High Comparison
- CAT quarterly ROA is currently -20.52% below its historical high of 13.16% set on
- 3-Year Low Comparison
- CAT quarterly ROA is +27.56% above its 3-year low of 8.20% reached on an earlier date
- Sector Comparison
- CAT quarterly ROA is higher than 84.53% of companies in Industrials sector
Performance
| Metric | Date | Value | 3M | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|
| Quarterly ROA | 10.46% | -4.0% | -16.2% | +15.8% | +143.3% | |
| Annual ROA | 12.31% | – | +0.9% | +52.7% | +58.6% | |
| Price | $623.09 | +28.0% | +71.7% | +150.4% | +220.8% | |
| PE Ratio | 31.97 | +28.0% | +94.3% | +62.5% | -10.1% | |
| Quarterly Revenue | $17.64B | +6.5% | +9.5% | +17.6% | +78.4% | |
| Quarterly Net Income | $2.30B | +5.5% | -6.7% | +12.7% | +242.6% | |
| Quarterly Total Assets | $93.72B | +3.8% | +8.6% | +15.8% | +22.1% | |
| Quarterly ROE | 48.14% | -5.3% | -15.0% | +6.7% | +110.7% |
Quarterly ROA Highs
| Period | High | Date | Current |
|---|---|---|---|
| 1Y | 12.59% | N/A | -16.9% |
| 3Y | 13.16% | -20.5% | |
| 5Y | 13.16% | -20.5% | |
| All | 13.16% | -20.5% |
Quarterly ROA Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 1Y | 10.46% | at low | |
| 3Y | 8.20% | N/A | +27.6% |
| 5Y | 3.89% | N/A | +168.9% |
| All | -19.55% | +153.5% |
Quarterly ROA History
FAQ
What is the current quarterly ROA of CAT?
As of today, CAT quarterly ROA is 10.46%
What is CAT quarterly ROA most recent change?
CAT quarterly ROA was down -4.04% on September 30, 2025
What is 1-year change in CAT quarterly ROA?
CAT quarterly ROA is down -16.19% year-over-year
How far is CAT quarterly ROA from its all-time high?
CAT quarterly ROA is currently -20.52% below its historical high of 13.16% set on March 31, 2024
How does CAT quarterly ROA rank versus sector peers?
CAT quarterly ROA is higher than 84.53% of companies in Industrials sector
When is CAT next earnings release?
The next earnings release for CAT is on
ROA Formula
ROA = Net Income
Total Assets × 100%
Total Assets × 100%
Data Sources & References
- CAT Official Website www.caterpillar.com
- Most Recent Quarterly Report (10-Q) www.sec.gov/Archives/edgar/data/18230/000001823025000043/0000018230-25-000043-index.htm
- Most Recent Annual Report (10-K) www.sec.gov/Archives/edgar/data/18230/000001823025000008/0000018230-25-000008-index.htm
- CAT Profile on Yahoo Finance finance.yahoo.com/quote/CAT
- CAT Profile on NASDAQ.com www.nasdaq.com/market-activity/stocks/cat