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Caterpillar Inc. (CAT) return on equity

annual ROE:

55.33%-3.05%(-5.22%)
December 31, 2024

Summary

  • As of today (September 13, 2025), CAT annual return on equity is 55.33%, with the most recent change of -3.05% (-5.22%) on December 31, 2024.
  • During the last 3 years, CAT annual ROE has risen by +14.61% (+35.88%).
  • CAT annual ROE is now -5.22% below its all-time high of 58.38%, reached on December 31, 2023.

Performance

1-year change

-5.22%

3-year change

+35.88%

5-year change

+30.34%

15-year change

+882.77%

CAT ROE Chart

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Highlights

Sector rank

91.54%
CAT annual return on equity is higher than 91.54% of companies in Industrials sector

Range

All-time high

58.38%
CAT annual return on equity is currently -5.22% below its historical high of 58.38%

3-year low

40.72%
CAT annual return on equity is currently +35.88% above its 3-year low

Earnings dates

Last annual earnings report date

Dec 31, 2024
CAT previous annual earnings announcement was published on Dec 31, 2024

Next annual earnings report date

N/A
CAT next annual earnings announcement has not yet been scheduled

OtherCATprofitability metrics

Annual revenue

$64.81B
CAT annual revenue is $64.81 billion

annual net income

$10.79B
CAT annual net profit is $10.79 billion

Annual EPS

$22.05
CAT annual earnings per share is $22.05

Annual ROA

12.31%
CAT annual return on assets is 12.31%

quarterly ROE:

50.85%-3.30%(-6.09%)
June 30, 2025

Summary

  • As of today (September 13, 2025), CAT quarterly return on equity is 50.85%, with the most recent change of -3.30% (-6.09%) on June 30, 2025.
  • Over the past year, CAT quarterly ROE has dropped by -8.27% (-13.99%).
  • CAT quarterly ROE is now -14.91% below its all-time high of 59.76%, reached on March 31, 2024.

Performance

3-month change

-6.09%

1-year change

-13.99%

3-year change

+24.82%

5-year change

+77.98%

CAT quarterly ROE Chart

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Highlights

Sector rank

91.78%
CAT quarterly return on equity is higher than 91.78% of companies in Industrials sector

Range

All-time high

59.76%
CAT quarterly return on equity is currently -14.91% below its historical high of 59.76%

3-year low

40.74%
CAT quarterly return on equity is currently +24.82% above its 3-year low

Earnings dates

Last quarterly earnings report date

Jun 30, 2025
CAT previous earnings announcement was published on Jun 30, 2025

Next quarterly earnings report date

Oct 29, 2025
CAT next earnings announcement is scheduled for Oct 29, 2025

OtherCATprofitability metrics

Quarterly revenue

$16.57B
CAT quarterly revenue is $16.57 billion

quarterly net income

$2.18B
CAT quarterly net profit is $2.18 billion

Quarterly EPS

$4.62
CAT quarterly earnings per share is $4.62

Quarterly ROA

10.90%
CAT quarterly return on assets is 10.90%

ROE Formula

ROE =  Net Income
Shareholders Equity ✕ 100%

annual ROE

55.33%
CAT annual return on equity is 55.33%

annual net income

$10.79B
CAT annual net profit is $10.79 billion

annual shareholders equity

$19.49B
CAT annual stockholders equity is $19.49 billion

CAT ROE Trends

PeriodPeriodAnnualAnnualQuarterlyQuarterly
1 y1 year-5.2%-14.0%
3 y3 years+35.9%+24.8%
5 y5 years+30.3%+78.0%

CAT ROE Highs & Lows

PeriodPeriodAnnual vs highAnnual vs highAnnual vs lowAnnual vs lowQuarter. vs highQuarter. vs highQuarter. vs lowQuarter. vs low
3 y3-year-5.2%+35.9%-14.9%+24.8%
5 y5-year-5.2%+176.4%-14.9%+147.3%
alltimeall time-5.2%+500.1%-14.9%+159.3%

CAT ROE History

DateAnnualQuarterly
Jun 2025
-
50.85%(-6.1%)
Mar 2025
-
54.15%(-6.5%)
Dec 2024
55.33%(-5.2%)
57.89%(+2.2%)
Sep 2024
-
56.64%(-4.2%)
Jun 2024
-
59.12%(-1.1%)
Mar 2024
-
59.76%(+6.8%)
Dec 2023
58.38%(+41.1%)
55.95%(+8.6%)
Sep 2023
-
51.52%(+3.2%)
Jun 2023
-
49.94%(+16.0%)
Mar 2023
-
43.06%(+3.9%)
Dec 2022
41.37%(+1.6%)
41.44%(-8.1%)
Sep 2022
-
45.11%(+10.7%)
Jun 2022
-
40.74%(+5.1%)
Mar 2022
-
38.77%(-2.0%)
Dec 2021
40.72%(+103.4%)
39.55%(+23.7%)
Sep 2021
-
31.98%(+13.0%)
Jun 2021
-
28.31%(+23.4%)
Mar 2021
-
22.94%(+11.6%)
Dec 2020
20.02%(-52.8%)
20.56%(-10.0%)
Sep 2020
-
22.85%(-20.0%)
Jun 2020
-
28.57%(-20.0%)
Mar 2020
-
35.73%(-13.2%)
Dec 2019
42.45%(-3.9%)
41.14%(+2.5%)
Sep 2019
-
40.14%(-3.8%)
Jun 2019
-
41.71%(-0.8%)
Mar 2019
-
42.06%(+1.2%)
Dec 2018
44.16%(+684.4%)
41.57%(+65.4%)
Sep 2018
-
25.14%(+18.3%)
Jun 2018
-
21.25%(+38.0%)
Mar 2018
-
15.40%(+185.7%)
Dec 2017
5.63%(-1440.5%)
5.39%(-12.5%)
Sep 2017
-
6.16%(+679.7%)
Jun 2017
-
0.79%(-184.9%)
Mar 2017
-
-0.93%(+138.5%)
Dec 2016
-0.42%(-102.6%)
-0.39%(-105.9%)
Sep 2016
-
6.60%(-6.3%)
Jun 2016
-
7.04%(-10.4%)
Mar 2016
-
7.86%(-39.1%)
Dec 2015
15.91%(-19.2%)
12.90%(-25.1%)
Sep 2015
-
17.23%(-13.2%)
Jun 2015
-
19.86%(-4.2%)
Mar 2015
-
20.73%(+9.4%)
Dec 2014
19.68%(-0.5%)
18.95%(-4.9%)
Sep 2014
-
19.92%(+0.6%)
Jun 2014
-
19.81%(-1.7%)
Mar 2014
-
20.15%(-1.9%)
Dec 2013
19.78%(-46.5%)
20.53%(+5.3%)
Sep 2013
-
19.49%(-19.7%)
Jun 2013
-
24.28%(-17.0%)
Mar 2013
-
29.27%(-17.8%)
Dec 2012
36.94%(-8.3%)
35.60%(-16.2%)
Sep 2012
-
42.48%(+3.4%)
Jun 2012
-
41.09%(+8.5%)
Mar 2012
-
37.88%(+1.1%)
Dec 2011
40.29%(+50.7%)
37.47%(+7.8%)
Sep 2011
-
34.76%(+0.1%)
Jun 2011
-
34.72%(-0.5%)
Mar 2011
-
34.88%(+26.8%)
Dec 2010
26.74%(+157.1%)
27.51%(+31.8%)
Sep 2010
-
20.88%(+19.5%)
Jun 2010
-
17.47%(+22.9%)
Mar 2010
-
14.22%(+34.5%)
Dec 2009
10.40%(-77.3%)
10.57%(-34.1%)
Sep 2009
-
16.05%(-25.3%)
Jun 2009
-
21.49%(-27.5%)
Mar 2009
-
29.63%(-26.2%)
Dec 2008
45.91%(+2.0%)
40.15%(-4.0%)
Sep 2008
-
41.81%(-6.4%)
Jun 2008
-
44.65%(+2.9%)
Mar 2008
-
43.38%(-2.8%)
Dec 2007
44.99%(-2.7%)
44.63%(+3.1%)
Sep 2007
-
43.30%(+4.9%)
Jun 2007
-
41.29%(-3.7%)
Mar 2007
-
42.87%(+1.6%)
Dec 2006
46.26%(+28.9%)
42.19%(+4.7%)
Sep 2006
-
40.29%(-0.1%)
Jun 2006
-
40.35%(+6.9%)
Mar 2006
-
37.74%(+5.1%)
Dec 2005
35.90%(+19.5%)
35.91%(+7.6%)
Sep 2005
-
33.38%(+2.1%)
Jun 2005
-
32.69%(+4.7%)
Mar 2005
-
31.21%(+2.8%)
Dec 2004
30.05%
30.36%(+7.1%)
DateAnnualQuarterly
Sep 2004
-
28.34%(+13.7%)
Jun 2004
-
24.92%(+8.5%)
Mar 2004
-
22.96%(+22.9%)
Dec 2003
19.03%(+32.2%)
18.68%(+3.8%)
Sep 2003
-
18.00%(-0.9%)
Jun 2003
-
18.17%(+22.4%)
Mar 2003
-
14.85%(+6.1%)
Dec 2002
14.40%(+0.3%)
14.00%(+22.6%)
Sep 2002
-
11.42%(+0.1%)
Jun 2002
-
11.41%(-10.4%)
Mar 2002
-
12.74%(-10.3%)
Dec 2001
14.36%(-24.5%)
14.21%(-11.0%)
Sep 2001
-
15.96%(-2.6%)
Jun 2001
-
16.39%(-4.9%)
Mar 2001
-
17.23%(-9.8%)
Dec 2000
19.03%(+6.6%)
19.10%(+1.6%)
Sep 2000
-
18.79%(-1.4%)
Jun 2000
-
19.05%(+2.6%)
Mar 2000
-
18.56%(+4.2%)
Dec 1999
17.86%(-42.1%)
17.81%(-7.2%)
Sep 1999
-
19.19%(-11.3%)
Jun 1999
-
21.64%(-13.4%)
Mar 1999
-
25.00%(-15.5%)
Dec 1998
30.85%(-18.5%)
29.60%(-12.2%)
Sep 1998
-
33.70%(-5.4%)
Jun 1998
-
35.63%(-2.6%)
Mar 1998
-
36.57%(-1.8%)
Dec 1997
37.86%(+4.4%)
37.23%(+4.6%)
Sep 1997
-
35.59%(+0.7%)
Jun 1997
-
35.33%(-0.1%)
Mar 1997
-
35.35%(+2.1%)
Dec 1996
36.27%(+0.6%)
34.62%(+3.0%)
Sep 1996
-
33.62%(+0.5%)
Jun 1996
-
33.44%(+0.9%)
Mar 1996
-
33.13%(-4.6%)
Dec 1995
36.07%(-3.5%)
34.74%(-1.8%)
Sep 1995
-
35.37%(-8.4%)
Jun 1995
-
38.61%(+0.4%)
Mar 1995
-
38.47%(+3.4%)
Dec 1994
37.38%(+3.6%)
37.21%(+13.0%)
Sep 1994
-
32.94%(-26.7%)
Jun 1994
-
44.93%(+10.6%)
Mar 1994
-
40.64%(+14.5%)
Dec 1993
36.09%(-565.1%)
35.48%(-144.3%)
Sep 1993
-
-80.13%(-6.5%)
Jun 1993
-
-85.68%(+11.8%)
Mar 1993
-
-76.67%(+8.6%)
Dec 1992
-7.76%(-17.5%)
-70.61%(+490.4%)
Sep 1992
-
-11.96%(-8.6%)
Jun 1992
-
-13.09%(+10.7%)
Mar 1992
-
-11.83%(+28.4%)
Dec 1991
-9.41%(-301.9%)
-9.21%(+451.5%)
Sep 1991
-
-1.67%(-577.1%)
Jun 1991
-
0.35%(-79.9%)
Mar 1991
-
1.74%(-62.4%)
Dec 1990
4.66%(-59.8%)
4.63%(-31.8%)
Sep 1990
-
6.79%(-15.9%)
Jun 1990
-
8.07%(-22.3%)
Mar 1990
-
10.39%(-12.7%)
Dec 1989
11.58%(-27.9%)
11.90%(-15.8%)
Sep 1989
-
14.13%(-18.9%)
Jun 1989
-
17.42%(+12.1%)
Mar 1989
-
15.54%(-15.5%)
Dec 1988
16.05%(+68.9%)
18.39%(+10.7%)
Sep 1988
-
16.61%(+8.1%)
Jun 1988
-
15.37%(+5.2%)
Mar 1988
-
14.61%(+44.7%)
Dec 1987
9.50%(+289.3%)
10.10%(+890.2%)
Sep 1987
-
1.02%(-122.9%)
Jun 1987
-
-4.45%(+17.7%)
Mar 1987
-
-3.78%(-250.6%)
Dec 1986
2.44%(-63.5%)
2.51%(-75.2%)
Sep 1986
-
10.14%(-33.5%)
Jun 1986
-
15.25%(+23.5%)
Mar 1986
-
12.35%(+91.5%)
Dec 1985
6.69%(-148.4%)
6.45%(-231.4%)
Sep 1985
-
-4.91%(-61.4%)
Jun 1985
-
-12.73%(-6.7%)
Mar 1985
-
-13.64%(-9.1%)
Dec 1984
-13.83%(+36.9%)
-15.01%
Dec 1983
-10.10%(+106.1%)
-
Dec 1982
-4.90%(-130.9%)
-
Dec 1981
15.88%(-3.5%)
-
Dec 1980
16.46%
-

FAQ

  • What is Caterpillar Inc. annual return on equity?
  • What is the all time high annual ROE for Caterpillar Inc.?
  • What is Caterpillar Inc. annual ROE year-on-year change?
  • What is Caterpillar Inc. quarterly return on equity?
  • What is the all time high quarterly ROE for Caterpillar Inc.?
  • What is Caterpillar Inc. quarterly ROE year-on-year change?

What is Caterpillar Inc. annual return on equity?

The current annual ROE of CAT is 55.33%

What is the all time high annual ROE for Caterpillar Inc.?

Caterpillar Inc. all-time high annual return on equity is 58.38%

What is Caterpillar Inc. annual ROE year-on-year change?

Over the past year, CAT annual return on equity has changed by -3.05% (-5.22%)

What is Caterpillar Inc. quarterly return on equity?

The current quarterly ROE of CAT is 50.85%

What is the all time high quarterly ROE for Caterpillar Inc.?

Caterpillar Inc. all-time high quarterly return on equity is 59.76%

What is Caterpillar Inc. quarterly ROE year-on-year change?

Over the past year, CAT quarterly return on equity has changed by -8.27% (-13.99%)
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