Caterpillar (CAT) Invested Capital (2009 - 2026)

Caterpillar's Invested Capital history runs 18 years deep, the most recent figure standing at $18.7 billion for Q1 2026.

• In Q1 2026, Invested Capital rose 3.29% year-over-year to $18.7 billion; the TTM figure through Mar 2026 stood at $18.7 billion (up 3.29% YoY), while the FY2025 annual figure was $21.4 billion, down 10.61% from the prior year.
• Invested Capital was $18.7 billion for Q1 2026 at Caterpillar, down from $21.4 billion in the prior quarter.
• In the past five years, Invested Capital ranged from a high of $28.1 billion in Q3 2023 to a low of $15.6 billion in Q3 2022.
• Historically, Invested Capital has averaged $21.6 billion across 5 years, with a median of $21.6 billion in 2022.
• The sharpest annual moves came in 2023 and 2025: Invested Capital soared 80.01% in 2023, then slumped 30.53% in 2025.
• A 5-year view of Invested Capital shows it stood at $21.8 billion in 2022, then climbed by 10.52% to $24.1 billion in 2023, then declined by 1.07% to $23.9 billion in 2024, then retreated by 10.61% to $21.4 billion in 2025, then decreased by 12.45% to $18.7 billion in 2026.
• The last three Invested Capital figures came in at $18.7 billion (Q1 2026), $21.4 billion (Q4 2025), and $20.7 billion (Q3 2025), per Business Quant data.