NYSE:CAT
Caterpillar (CAT)
687.00
-17.05 (2.42%)
as of Oct 23, 2026, 8:00:00 pm Market Closed.
184 watching
Financials 
Technical Analysis 0
WAIT
BUY
(Market Call Minute.) Globally there is still great growth in their core businesses. Valuation is a little excessive but has come down recently.
John ZechnerOwned
machinery
PAST TOP PICK
(A Top Pick July 28/11. Down 15.05%.) Thinks this is a long-term secular success story. Earnings just came out and were very good and they raised their estimates for the year. Think they will earn $9 and on their way to making mid teens in the cycle. Good buying opportunity.
Gordon ReidOwned
machinery
STRONG BUY
Largest earth moving equipment manufacturer globally. Valuation is very attractive. Expects it to earn about $10 a share. Pays a decent dividend.
Gordon ReidOwned
machinery
COMMENT
Sold off the highs significantly, down about 25% from earlier in the year. Economically sensitive in terms of the global economy. Trading at 7X 2013 earnings and at these levels you Hold. If you don’t own, you could Buy a half position now and the rest 2 or 3 months down the road.
Don LatoOwned
machinery
WAIT
It’s the kind of stock people are cautious about due to the degree of economic uncertainty out there. Market things guidance is perhaps a little robust. But they have a history of being able to grow their business. He is not big on technical analysis but the fact that it is below the moving averages, there is no rush to buy the stock but if it comes back up, through them then perhaps there is.
machinery
BUY
Very good value at these levels. China is slowing but the stock trades at about 10X earnings. Extremely well-managed. Even with China slowing, there is still a lot of work to be done and there is a little bit more work being done in North America as well.
Don LatoOwned
machinery
DON'T BUY
From a stability and dividend perspective, it is fine. Great balance sheet. Pretty decent track record of increasing dividends. A cyclical stock and you are seeing governments having to rein in their spending. You are likely to see infrastructure spending wear off in North America. There is definitely a moderation of economic activity in China, India and Brazil. They have exposure in countries like Argentina which are in the process of expropriating assets. Competition on similar machinery is coming out of China. The company he would watch would be Cummins Engines (CMI-N).
machinery
WAIT
World leader in capital equipment. Stock might face challenges in that it trades with commodities. Mining activity may decline because of China. This could be sensitive short term. Long term it will do well. We had a good run so put in a stop loss. If Chinese data surprises to the upside, CAT will be a beneficiary. Prefers other industrials like 3M, SGS group.
machinery
TOP PICK
Thinks we are in a secular bull market. There will be periods of time when emerging markets will soften but over the long term they will do well.
Gordon ReidOwned
machinery
BUY
Companies operating around the world will have some headwinds. Slowdown in Europe is definitely a headwind. But there are benefits to being a global player and they are taking advantage of that.
Gordon ReidOwned
machinery
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Long-term, he loves this one. One of the best plays. There are 3 themes in the world coming from developing markets including 1) agriculture 2) infrastructure and 3) consumer spending. This one is a top name in construction and infrastructure space. He just got out of this one but will probably get back in when things look a little bit better.