Caterpillar (CAT) Equity Ratio (2009 - 2026)

Caterpillar's Equity Ratio history runs 18 years deep, the most recent figure standing at 0.2 for Q1 2026.

• In Q1 2026, Equity Ratio fell 8.16% year-over-year to 0.2; the TTM figure through Mar 2026 stood at 0.2 (down 8.16% YoY), while the FY2025 annual figure was 0.22, down 2.65% from the prior year.
• Equity Ratio was 0.2 for Q1 2026 at Caterpillar, down from 0.22 in the prior quarter.
• In the past five years, Equity Ratio ranged from a high of 0.24 in Q3 2023 to a low of 0.19 in Q3 2022.
• Historically, Equity Ratio has averaged 0.21 across 5 years, with a median of 0.21 in 2025.
• The sharpest annual moves came in 2023 and 2026: Equity Ratio increased 22.37% in 2023, then dropped 8.16% in 2026.
• A 5-year view of Equity Ratio shows it stood at 0.19 in 2022, then increased by 14.97% to 0.22 in 2023, then declined by 0.37% to 0.22 in 2024, then decreased by 2.65% to 0.22 in 2025, then slipped by 9.69% to 0.2 in 2026.
• The last three Equity Ratio figures came in at 0.2 (Q1 2026), 0.22 (Q4 2025), and 0.22 (Q3 2025), per Business Quant data.