Caterpillar (CAT) Return on Assets [ROA] (2009 - 2026)
Caterpillar's Return on Assets [ROA] was 11.29% in Q3 2026, up 1.22 percentage points from 10.07% a year earlier and up 0.35 percentage points from the prior quarter.
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Analysis
Caterpillar (CAT) Return on Assets [ROA] (2009 - 2026) Analysis & Trends
For FY2025, Return on Assets [ROA] at Caterpillar came in at 9.53%, down 2.78 percentage points from FY2024.
- Return on Assets [ROA] shows a five-year change of +5.70 percentage points (FY2020 to FY2025).
- In earlier years, Return on Assets [ROA] was 12.31% in FY2024 (+0.12 pp), 12.20% in FY2023 (+4.06 pp), 8.14% in FY2022 (+0.08 pp) and 8.06% in FY2021 (+4.23 pp).
- The Q3 2026 figure marks the highest quarterly Return on Assets [ROA] since Q1 2025.
- Compared with a year earlier, Return on Assets [ROA] was higher in three of the last eight quarters, with an average year-over-year change of -1.19 percentage points.
- The best year-over-year quarter for Return on Assets [ROA] over five years was Q1 2024 (a gain of 4.55 percentage points); the worst was Q4 2025 (a drop of 3.16 percentage points).
- Per Business Quant data, CAT's Return on Assets [ROA] in the three quarters before Q3 2026 was 10.94% (Q2 2026), 9.71% (Q1 2026) and 9.24% (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | Caterpillar | 256.79 Bn | 228.09 Bn | 7.35 Bn | 11.29% |
| 2 | Amphenol | 183.76 Bn | 178.46 Bn | 4.02 Bn | 13.04% |
| 3 | Deere | 181.25 Bn | 149.34 Bn | 4.66 Bn | 4.54% |
| 4 | Eaton | 132.82 Bn | 129.76 Bn | 3.11 Bn | 6.87% |
| 5 | Parker-Hannifin | 115.39 Bn | 113.27 Bn | 2.26 Bn | 10.23% |
| 6 | 3M | 96.09 Bn | 77.53 Bn | 2.78 Bn | 9.76% |
| 7 | Emerson Electric | 90.66 Bn | 83.40 Bn | 2.66 Bn | 6.12% |
| 8 | Illinois Tool Works | 79.95 Bn | 76.63 Bn | 1.91 Bn | 19.57% |
| 9 | Vertiv Holdings | 70.25 Bn | 59.10 Bn | 1.64 Bn | 12.31% |
| 10 | Tenaris | 62.09 Bn | 33.35 Bn | 1.07 Bn | 9.88% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 11.29% |
| Jun 30, 2026 | 10.94% |
| Mar 31, 2026 | 9.71% |
| Dec 31, 2025 | 9.24% |
| Sep 30, 2025 | 10.07% |
| Jun 30, 2025 | 10.76% |
| Mar 31, 2025 | 11.51% |
| Dec 31, 2024 | 12.40% |
| Sep 30, 2024 | 12.58% |
| Jun 30, 2024 | 13.17% |
| Mar 31, 2024 | 13.13% |
| Dec 31, 2023 | 11.86% |
| Sep 30, 2023 | 10.58% |
| Jun 30, 2023 | 9.89% |
| Mar 31, 2023 | 8.59% |
| Dec 31, 2022 | 8.23% |
| Sep 30, 2022 | 9.10% |
| Jun 30, 2022 | 8.27% |
| Mar 31, 2022 | 7.87% |
| Dec 31, 2021 | 7.94% |
API Access
Caterpillar Return on Assets [ROA] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=CAT&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "ticker": "CAT", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=CAT&period=max&api_key=YOUR_API_KEY");
const data = await res.json();