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Asset Utilization RatioAssets AverageDebt RatioDebt to EquityEBIT MarginEBITDA MarginEBT MarginEnterprise ValueEquity AverageEquity RatioFCF MarginFCF Payout RatioGross MarginInterest Coverage RatioInventory AverageInvested CapitalNet MarginOperating MarginReturn on AssetsReturn on Capital EmployedReturn on EquityReturn on Invested CapitalReturn on SalesTimes Interest Earned

Caterpillar (CAT) Equity Average (2016 - 2026)

Caterpillar's Equity Average history spans 18 years, with the latest figure at $20.0 billion for Q1 2026.

  • Quarterly Equity Average rose 6.43% to $20.0 billion in Q1 2026 from the year-ago period, while the trailing twelve-month figure was $20.0 billion through Mar 2026, up 6.43% year-over-year, with the annual reading at $20.4 billion for FY2025, 4.65% up from the prior year.
  • Equity Average came in at $20.0 billion for Q1 2026, down from $21.0 billion in the prior quarter.
  • In the past five years, Equity Average ranged from a high of $21.0 billion in Q4 2025 to a low of $15.7 billion in Q3 2022.
  • The 5-year median for Equity Average is $18.4 billion (2025), against an average of $18.3 billion.
  • Year-over-year, Equity Average fell 6.53% in 2022 and then rose 26.96% in 2023.
  • Caterpillar's Equity Average stood at $15.8 billion in 2022, then increased by 26.96% to $20.0 billion in 2023, then dropped by 2.78% to $19.4 billion in 2024, then increased by 7.92% to $21.0 billion in 2025, then decreased by 4.76% to $20.0 billion in 2026.
  • Per Business Quant, the three most recent readings for CAT's Equity Average are $20.0 billion (Q1 2026), $21.0 billion (Q4 2025), and $19.7 billion (Q3 2025).