How Caterpillar Stock Gained 70%

-26.56%
Downside
599
Market
440
Trefis
CAT: Caterpillar logo
CAT
Caterpillar

Caterpillar (CAT)’s stock skyrocketed 73%, fueled by a nearly doubling P/E multiple, even as revenue slipped and margins shrank. Behind this rollercoaster: missed earnings, tariff pressures, and a surprising Q3 rebound—signals that challenge the surface numbers. Let’s unpack the story beneath the surge.

Below is an analytical breakdown of stock movement into key contributing metrics.

  3092025 12042025 Change
Stock Price ($) 346.4 599.1 73.0%
Change Contribution By LTM LTM
Total Revenues ($ Mil) 64,809.0 63,139.0 -2.6%
Net Income Margin (%) 16.7% 14.9% -10.2%
P/E Multiple 15.4 29.8 93.7%
Shares Outstanding (Mil) 479.8 469.7 2.1%
Cumulative Contribution 72.9%

So what is happening here? The stock surged 73%, driven by a 94% jump in P/E multiple, despite revenue dipping 2.6% and net margin falling 10%. Let’s explore the events behind these shifts next.

Here Is Why Caterpillar Stock Moved

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  • Q1 Earnings Miss: Q1 2025 sales and revenues decreased 10%, with adjusted EPS down 24% from lower volume and pricing.
  • Q2 EPS Miss & Costs: Q2 2025 adjusted EPS missed forecasts, profit declined due to unfavorable pricing and costs.
  • Rising Tariff Impact: Increased 2025 tariff impact estimated at $1.5B-$1.8B, affecting operating profit margins.
  • Q3 Revenue Beat: Q3 2025 sales and revenues rose 10% to a record $17.6B, beating estimates, driven by volume.
  • Weak Demand Warning: Early 2025 warning of sales drop due to weak equipment demand, high borrowing costs, and inflation.

Our Current Assesment Of CAT Stock

Opinion: We currently find CAT stock unattractive. Why so? Have a look at the full story. Read Buy or Sell CAT Stock to see what drives our current opinion.

Risk: A solid way to gauge risk is by checking how much Caterpillar fell in major market selloffs. It dropped about 52% in the Dot-Com Bubble and even deeper, 73%, during the Global Financial Crisis. The 2018 correction took it down 33%, and the Covid selloff saw a 39% dip. The recent inflation shock trimmed around 32%. Even with its strong fundamentals, CAT hasn’t been immune to big drawdowns when the market turns south.

CAT stock may have seen strong gains recently, but investing in a single stock without detailed, thorough analysis can be risky. The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 — the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.