Caterpillar (XSWX:CAT) ROE % Adjusted to Book Value: 2.95% (As of Mar. 2026)


XSWX:CAT Caterpillar Inc XSWX:CAT
83 GF Score
Price CHF809.34
GF Value CHF339.83
! 6 Warning Signs
View Full Analysis

What is Caterpillar ROE % Adjusted to Book Value?

Caterpillar XSWX:CAT +1.14% 83 ROE % Adjusted to Book Value is 2.95% as of Mar. 2026. GuruFocus rates XSWX:CAT with a GF Score™ of 83/100 and a GF Value™ of CHF339.83. The stock has 6 warning signs investors should review.

Caterpillar's ROE % for the quarter that ended in Mar. 2026 was 50.68%. Caterpillar's PB Ratio for the quarter that ended in Mar. 2026 was 17.17. Caterpillar's ROE % Adjusted to Book Value for the quarter that ended in Mar. 2026 was 2.95%.


Caterpillar ROE % Adjusted to Book Value Related Terms


Caterpillar ROE % Adjusted to Book Value Historical Data

* Premium members only.

The historical data trend for Caterpillar's ROE % Adjusted to Book Value can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Caterpillar ROE % Adjusted to Book Value Chart

Caterpillar Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROE % Adjusted to Book Value
Get a 7-Day Free Trial Premium Member Only Premium Member Only 6.64 5.53 8.74 0.00 0.00

Caterpillar Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
ROE % Adjusted to Book Value Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.00 0.00 0.00 0.00 2.95

XSWX:CAT vs DE, PCAR, CNH: ROE % Adjusted to Book Value Comparison

For the Farm & Heavy Construction Machinery subindustry, Caterpillar's ROE % Adjusted to Book Value, along with its competitors' market caps and ROE % Adjusted to Book Value data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Caterpillar ROE % Adjusted to Book Value vs Farm & Heavy Construction Machinery Industry

For the Farm & Heavy Construction Machinery industry and Industrials sector, Caterpillar's ROE % Adjusted to Book Value distribution charts can be found below:

* The bar in red indicates where Caterpillar's ROE % Adjusted to Book Value falls into.


XSWX:CAT
83GF Score
Caterpillar Inc XSWX:CAT
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Caterpillar ROE % Adjusted to Book Value Calculation

Caterpillar's ROE % Adjusted to Book Value for the fiscal year that ended in Dec. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=41.20% / N/A
=N/A

Caterpillar's ROE % Adjusted to Book Value for the quarter that ended in Mar. 2026 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=50.68% / 17.17
=2.95%

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

What does a ROE % Adjusted to Book Value of 2.95% mean?
Caterpillar (XSWX:CAT) has a ROE % Adjusted to Book Value of 2.95% as of Mar. 2026. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Caterpillar and its competitors.
Is Caterpillar's ROE % Adjusted to Book Value too high?
Caterpillar's current ROE % Adjusted to Book Value is 2.95%. Overall, Caterpillar has a GF Score™ of 83/100, reflecting its overall financial health beyond just this single metric.
How does Caterpillar's ROE % Adjusted to Book Value compare to DE and PCAR?
Caterpillar's ROE % Adjusted to Book Value of 2.95% can be compared against companies in the Farm & Heavy Construction Machinery industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % Adjusted to Book Value for a Farm & Heavy Construction Machinery company?
A good ROE % Adjusted to Book Value depends on the Farm & Heavy Construction Machinery industry context. However, ROE % Adjusted to Book Value should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROE % Adjusted to Book Value mean?
A high ROE % Adjusted to Book Value can signal that a stock is expensive relative to its fundamentals. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Caterpillar and its competitors. Caterpillar's current ROE % Adjusted to Book Value is 2.95%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Caterpillar stock overvalued right now?
Caterpillar (XSWX:CAT) has a current ROE % Adjusted to Book Value of 2.95%. The stock's GF Value™ is CHF339.83, compared to a current price of CHF809.34 — trading 138.2% above its estimated fair value. The current ROE % Adjusted to Book Value is 2.95%. Caterpillar's overall GF Score™ is 83/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % Adjusted to Book Value calculated?
ROE % Adjusted to Book Value is calculated from a company's financial statements. For Caterpillar (XSWX:CAT), the current ROE % Adjusted to Book Value is 2.95% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Caterpillar (XSWX:CAT) Overvalued in 2026?

Based on GuruFocus' analysis, Caterpillar stock appears to be overvalued. The current stock price of CHF809.34 is trading 138.2% above its estimated GF Value™ of CHF339.83.

Key valuation signals for XSWX:CAT:

  • ROE % Adjusted to Book Value: 2.95%
  • GF Value™: CHF339.83 vs. price of CHF809.34 (138.2% above fair value)
  • GF Score™: 83/100 with 6 warning signs

No single metric tells the full story. See the XSWX:CAT stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Caterpillar Business Description

Address 5205 N. O\'Connor Boulevard, Suite 100, Irving, TX, USA, 75039
Caterpillar is the world's leading manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. Its reporting segments are construction, resource, energy, and transportation. Market share approaches 20% across many products. Caterpillar operates a captive finance subsidiary to facilitate sales. The firm has a global reach that is approximately evenly balanced between the US and the rest of the world. Construction skews more domestic, while the other divisions are more geographically diversified. An independent network of over 150 dealers operates approximately 2,800 facilities, giving Caterpillar reach into about 190 countries for sales and support services.
83GF Score

Get the complete analysis for XSWX:CAT

ROE % Adjusted to Book Value is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

CHF809.34
Price
CHF339.83
GF Value