What is the current annual ROE of CAT?

As of today, CAT annual ROE is 55.33%

What is 1-year change in CAT annual ROE?

CAT annual ROE is down -5.22% year-over-year

What is 3-year change in CAT annual ROE?

CAT annual ROE is up +35.88% over the past 3 years

How far is CAT annual ROE from its all-time high?

CAT annual ROE is currently -5.22% below its historical high of 58.38% set on December 31, 2023

How does CAT annual ROE rank versus sector peers?

CAT annual ROE is higher than 91.81% of companies in Industrials sector

When is CAT next annual earnings release?

The next annual earnings release for CAT is on January 29, 2026

What is the current quarterly ROE of CAT?

As of today, CAT quarterly ROE is 48.14%

What is CAT quarterly ROE most recent change?

CAT quarterly ROE was down -5.33% on September 30, 2025

What is 1-year change in CAT quarterly ROE?

CAT quarterly ROE is down -15.01% year-over-year

How far is CAT quarterly ROE from its all-time high?

CAT quarterly ROE is currently -19.44% below its historical high of 59.76% set on March 31, 2024

How does CAT quarterly ROE rank versus sector peers?

CAT quarterly ROE is higher than 92.43% of companies in Industrials sector

When is CAT next earnings release?

The next earnings release for CAT is on January 29, 2026

CAT ROE History & Chart Since 1980

Annual ROE

55.33%3.05%-5.22%

December 31, 2024

Summary

Current Value: As of today, CAT annual ROE is 55.33%, down -5.22% on December 31, 2024
Historical Performance: CAT annual ROE is up +35.88% over the past 3 years, and up +30.34% over the past 5 years
All-Time High Comparison: CAT annual ROE is currently -5.22% below its historical high of 58.38% set on December 31, 2023
3-Year Low Comparison: CAT annual ROE is +33.74% above its 3-year low of 41.37% reached on an earlier date
Sector Comparison: CAT annual ROE is higher than 91.81% of companies in Industrials sector

ROE Chart

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Performance

CAT Performance
Metric	Date	Value	1Y	3Y	5Y	15Y
Annual ROE	Dec 31, 24	55.33%	-5.2%	+35.9%	+30.3%	+432.0%
Quarterly ROE	Sep 30, 25	48.14%	-15.0%	+6.7%	+110.7%	+130.6%
Price	Jan 13, 26	$640.14	+76.6%	+147.7%	+226.8%	+580.0%
PE Ratio	Jan 13, 26	32.85	+100.1%	+60.7%	-8.4%	+44.5%
Annual Revenue	Dec 31, 24	$64.81B	-3.4%	+27.1%	+20.5%	+99.7%
Annual Net Income	Dec 31, 24	$10.79B	+4.4%	+66.2%	+77.0%	+1204.5%
Annual Shareholders Equity	Dec 31, 24	$19.49B	-0.0%	+18.2%	+33.6%	+123.0%
Annual ROA	Dec 31, 24	12.31%	+0.9%	+52.7%	+58.6%	+854.3%

ROE Highs

CAT Annual ROE Highs Comparison
Period	High	Date	Current
3Y	58.38%	Dec 31, 23	-5.2%
5Y	58.38%	Dec 31, 23	-5.2%
All	58.38%	Dec 31, 23	-5.2%

ROE Lows

CAT Annual ROE Lows Comparison
Period	Low	Date	Current
3Y	41.37%	N/A	+33.7%
5Y	20.02%	N/A	+176.4%
All	-13.83%	Dec 1, 84	+500.1%

ROE History

Year	Value	Change
2024	55.33%	-5.2%
2023	58.38%	+41.1%
2022	41.37%	+1.6%
2021	40.72%	+103.4%
2020	20.02%	-52.8%
2019	42.45%	-3.9%
2018	44.16%	+684.4%
2017	5.63%	+1,440.5%
2016	-0.42%	-102.6%
2015	15.91%	-19.2%
2014	19.68%	-0.5%
2013	19.78%	-46.5%
2012	36.94%	-8.3%
2011	40.29%	+50.7%
2010	26.74%	+157.1%
2009	10.40%	-77.3%
2008	45.91%	+2.0%
2007	44.99%	-2.7%
2006	46.26%	+28.9%
2005	35.90%	+19.5%
2004	30.05%	+57.9%
2003	19.03%	+32.2%
2002	14.40%	+0.3%

Year	Value	Change
2001	14.36%	-24.5%
2000	19.03%	+6.6%
1999	17.86%	-42.1%
1998	30.85%	-18.5%
1997	37.86%	+4.4%
1996	36.27%	+0.6%
1995	36.07%	-3.5%
1994	37.38%	+3.6%
1993	36.09%	+565.1%
1992	-7.76%	+17.5%
1991	-9.41%	-301.9%
1990	4.66%	-59.8%
1989	11.58%	-27.9%
1988	16.05%	+68.9%
1987	9.50%	+289.3%
1986	2.44%	-63.5%
1985	6.69%	+148.4%
1984	-13.83%	-36.9%
1983	-10.10%	-106.1%
1982	-4.90%	-130.9%
1981	15.88%	-3.5%
1980	16.46%	-

FAQ

What is the current annual ROE of CAT?
As of today, CAT annual ROE is 55.33%
What is 1-year change in CAT annual ROE?
CAT annual ROE is down -5.22% year-over-year
What is 3-year change in CAT annual ROE?
CAT annual ROE is up +35.88% over the past 3 years
How far is CAT annual ROE from its all-time high?
CAT annual ROE is currently -5.22% below its historical high of 58.38% set on December 31, 2023
How does CAT annual ROE rank versus sector peers?
CAT annual ROE is higher than 91.81% of companies in Industrials sector
When is CAT next annual earnings release?
The next annual earnings release for CAT is on January 29, 2026

Quarterly ROE

48.14%2.71%-5.33%

September 30, 2025

Summary

Current Value: As of today, CAT quarterly ROE is 48.14%, down -5.33% on September 30, 2025
Historical Performance: CAT quarterly ROE is down -15.01% year-over-year, and up +6.72% over the past 3 years
All-Time High Comparison: CAT quarterly ROE is currently -19.44% below its historical high of 59.76% set on March 31, 2024
3-Year Low Comparison: CAT quarterly ROE is +16.17% above its 3-year low of 41.44% reached on an earlier date
Sector Comparison: CAT quarterly ROE is higher than 92.43% of companies in Industrials sector

Performance

CAT Performance
Metric	Date	Value	3M	1Y	3Y	5Y
Quarterly ROE	Sep 30, 25	48.14%	-5.3%	-15.0%	+6.7%	+110.7%
Annual ROE	Dec 31, 24	55.33%	–	-5.2%	+35.9%	+30.3%
Price	Jan 13, 26	$640.14	+26.8%	+76.6%	+147.7%	+226.8%
PE Ratio	Jan 13, 26	32.85	+26.8%	+100.1%	+60.7%	-8.4%
Quarterly Revenue	Sep 30, 25	$17.64B	+6.5%	+9.5%	+17.6%	+78.4%
Quarterly Net Income	Sep 30, 25	$2.30B	+5.5%	-6.7%	+12.7%	+242.6%
Quarterly Shareholders Equity	Sep 30, 25	$20.66B	+10.7%	+6.5%	+32.5%	+38.2%
Quarterly ROA	Sep 30, 25	10.46%	-4.0%	-16.2%	+15.8%	+143.3%

Quarterly ROE Highs

CAT Quarterly ROE Highs Comparison
Period	High	Date	Current
1Y	57.89%	N/A	-16.8%
3Y	59.76%	Mar 31, 24	-19.4%
5Y	59.76%	Mar 31, 24	-19.4%
All	59.76%	Mar 31, 24	-19.4%

Quarterly ROE Lows

CAT Quarterly ROE Lows Comparison
Period	Low	Date	Current
1Y	48.14%	Sep 30, 25	at low
3Y	41.44%	N/A	+16.2%
5Y	20.56%	N/A	+134.1%
All	-85.68%	Jun 30, 93	+156.2%

Quarterly ROE History

Month	Value	Change
Sep 2025	48.14%	-5.3%
Jun 2025	50.85%	-6.1%
Mar 2025	54.15%	-6.5%
Dec 2024	57.89%	+2.2%
Sep 2024	56.64%	-4.2%
Jun 2024	59.12%	-1.1%
Mar 2024	59.76%	+6.8%
Dec 2023	55.95%	+8.6%
Sep 2023	51.52%	+3.2%
Jun 2023	49.94%	+16.0%
Mar 2023	43.06%	+3.9%
Dec 2022	41.44%	-8.1%
Sep 2022	45.11%	+10.7%
Jun 2022	40.74%	+5.1%
Mar 2022	38.77%	-2.0%
Dec 2021	39.55%	+23.7%
Sep 2021	31.98%	+13.0%
Jun 2021	28.31%	+23.4%
Mar 2021	22.94%	+11.6%
Dec 2020	20.56%	-10.0%
Sep 2020	22.85%	-20.0%
Jun 2020	28.57%	-20.0%
Mar 2020	35.73%	-13.2%
Dec 2019	41.14%	+2.5%
Sep 2019	40.14%	-3.8%
Jun 2019	41.71%	-0.8%
Mar 2019	42.06%	+1.2%
Dec 2018	41.57%	+65.4%
Sep 2018	25.14%	+18.3%
Jun 2018	21.25%	+38.0%
Mar 2018	15.40%	+185.7%
Dec 2017	5.39%	-12.5%
Sep 2017	6.16%	+679.7%
Jun 2017	0.79%	+184.9%
Mar 2017	-0.93%	-138.5%
Dec 2016	-0.39%	-105.9%
Sep 2016	6.60%	-6.3%
Jun 2016	7.04%	-10.4%
Mar 2016	7.86%	-39.1%
Dec 2015	12.90%	-25.1%
Sep 2015	17.23%	-13.2%
Jun 2015	19.86%	-4.2%
Mar 2015	20.73%	+9.4%
Dec 2014	18.95%	-4.9%
Sep 2014	19.92%	+0.6%
Jun 2014	19.81%	-1.7%
Mar 2014	20.15%	-1.9%
Dec 2013	20.53%	+5.3%
Sep 2013	19.49%	-19.7%
Jun 2013	24.28%	-17.0%
Mar 2013	29.27%	-17.8%
Dec 2012	35.60%	-16.2%
Sep 2012	42.48%	+3.4%
Jun 2012	41.09%	+8.5%
Mar 2012	37.88%	+1.1%
Dec 2011	37.47%	+7.8%
Sep 2011	34.76%	+0.1%
Jun 2011	34.72%	-0.5%
Mar 2011	34.88%	+26.8%
Dec 2010	27.51%	+31.8%
Sep 2010	20.88%	+19.5%
Jun 2010	17.47%	+22.9%
Mar 2010	14.22%	+34.5%
Dec 2009	10.57%	-34.1%
Sep 2009	16.05%	-25.3%
Jun 2009	21.49%	-27.5%
Mar 2009	29.63%	-26.2%
Dec 2008	40.15%	-4.0%
Sep 2008	41.81%	-6.4%
Jun 2008	44.65%	+2.9%
Mar 2008	43.38%	-2.8%
Dec 2007	44.63%	+3.1%
Sep 2007	43.30%	+4.9%
Jun 2007	41.29%	-3.7%
Mar 2007	42.87%	+1.6%
Dec 2006	42.19%	+4.7%
Sep 2006	40.29%	-0.1%
Jun 2006	40.35%	+6.9%
Mar 2006	37.74%	+5.1%
Dec 2005	35.91%	+7.6%
Sep 2005	33.38%	+2.1%
Jun 2005	32.69%	+4.7%

Month	Value	Change
Mar 2005	31.21%	+2.8%
Dec 2004	30.36%	+7.1%
Sep 2004	28.34%	+13.7%
Jun 2004	24.92%	+8.5%
Mar 2004	22.96%	+22.9%
Dec 2003	18.68%	+3.8%
Sep 2003	18.00%	-0.9%
Jun 2003	18.17%	+22.4%
Mar 2003	14.85%	+6.1%
Dec 2002	14.00%	+22.6%
Sep 2002	11.42%	+0.1%
Jun 2002	11.41%	-10.4%
Mar 2002	12.74%	-10.3%
Dec 2001	14.21%	-11.0%
Sep 2001	15.96%	-2.6%
Jun 2001	16.39%	-4.9%
Mar 2001	17.23%	-9.8%
Dec 2000	19.10%	+1.6%
Sep 2000	18.79%	-1.4%
Jun 2000	19.05%	+2.6%
Mar 2000	18.56%	+4.2%
Dec 1999	17.81%	-7.2%
Sep 1999	19.19%	-11.3%
Jun 1999	21.64%	-13.4%
Mar 1999	25.00%	-15.5%
Dec 1998	29.60%	-12.2%
Sep 1998	33.70%	-5.4%
Jun 1998	35.63%	-2.6%
Mar 1998	36.57%	-1.8%
Dec 1997	37.23%	+4.6%
Sep 1997	35.59%	+0.7%
Jun 1997	35.33%	-0.1%
Mar 1997	35.35%	+2.1%
Dec 1996	34.62%	+3.0%
Sep 1996	33.62%	+0.5%
Jun 1996	33.44%	+0.9%
Mar 1996	33.13%	-4.6%
Dec 1995	34.74%	-1.8%
Sep 1995	35.37%	-8.4%
Jun 1995	38.61%	+0.4%
Mar 1995	38.47%	+3.4%
Dec 1994	37.21%	+13.0%
Sep 1994	32.94%	-26.7%
Jun 1994	44.93%	+10.6%
Mar 1994	40.64%	+14.5%
Dec 1993	35.48%	+144.3%
Sep 1993	-80.13%	+6.5%
Jun 1993	-85.68%	-11.8%
Mar 1993	-76.67%	-8.6%
Dec 1992	-70.61%	-490.4%
Sep 1992	-11.96%	+8.6%
Jun 1992	-13.09%	-10.7%
Mar 1992	-11.83%	-28.4%
Dec 1991	-9.21%	-451.5%
Sep 1991	-1.67%	-577.1%
Jun 1991	0.35%	-79.9%
Mar 1991	1.74%	-62.4%
Dec 1990	4.63%	-31.8%
Sep 1990	6.79%	-15.9%
Jun 1990	8.07%	-22.3%
Mar 1990	10.39%	-12.7%
Dec 1989	11.90%	-15.8%
Sep 1989	14.13%	-18.9%
Jun 1989	17.42%	+12.1%
Mar 1989	15.54%	-15.5%
Dec 1988	18.39%	+10.7%
Sep 1988	16.61%	+8.1%
Jun 1988	15.37%	+5.2%
Mar 1988	14.61%	+44.7%
Dec 1987	10.10%	+890.2%
Sep 1987	1.02%	+122.9%
Jun 1987	-4.45%	-17.7%
Mar 1987	-3.78%	-250.6%
Dec 1986	2.51%	-75.2%
Sep 1986	10.14%	-33.5%
Jun 1986	15.25%	+23.5%
Mar 1986	12.35%	+91.5%
Dec 1985	6.45%	+231.4%
Sep 1985	-4.91%	+61.4%
Jun 1985	-12.73%	+6.7%
Mar 1985	-13.64%	+9.1%
Dec 1984	-15.01%	-

FAQ

What is the current quarterly ROE of CAT?
As of today, CAT quarterly ROE is 48.14%
What is CAT quarterly ROE most recent change?
CAT quarterly ROE was down -5.33% on September 30, 2025
What is 1-year change in CAT quarterly ROE?
CAT quarterly ROE is down -15.01% year-over-year
How far is CAT quarterly ROE from its all-time high?
CAT quarterly ROE is currently -19.44% below its historical high of 59.76% set on March 31, 2024
How does CAT quarterly ROE rank versus sector peers?
CAT quarterly ROE is higher than 92.43% of companies in Industrials sector
When is CAT next earnings release?
The next earnings release for CAT is on January 29, 2026

ROE Formula

ROE = Net Income

Shareholders Equity × 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