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CATCaterpillar Inc.
$997.47$464.1B
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HomeStocksCATBalance Sheet

Caterpillar Inc. (CAT) Balance Sheet

30Y historyFree accessUpdated daily

The company underwent a dramatic deleveraging event, reducing total debt from $43.3 billion in 2025Q4 to zero by 2026Q1, though this shift warrants further investigation into the underlying financial services segment impact.

CAT Balance Sheet

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly
MetricTTMDec'25Dec'24Dec'23Dec'22Dec'21Dec'20Dec'19Dec'18Dec'17Dec'16Dec'15Dec'14Dec'13Dec'12Dec'11Dec'10Dec'09Dec'08Dec'07Dec'06Dec'05Dec'04Dec'03Dec'02Dec'01Dec'00Dec'99Dec'98Dec'97Dec'96
Total Current Assets48.57B52.48B45.68B46.95B43.78B43.45B39.46B39.19B38.6B36.24B31.97B33.51B38.87B38.34B42.14B37.9B31.81B27.22B31.89B25.48B23.66B23.18B19.53B16.27B14.48B13.4B12.52B11.81B11.46B9.81B8.78B
Cash & Short-Term Investments4.07B9.98B6.89B6.98B7B9.25B9.35B8.28B7.86B8.26B7.17B6.46B7.34B6.08B5.49B3.06B3.59B4.87B2.74B1.12B530M1.11B445M342M309M400M334M548M360M292M487M
Cash Only4.07B9.98B6.89B6.98B7B9.25B9.35B8.29B7.89B0000003.06B3.59B4.87B2.74B1.12B530M1.11B445M342M309M400M334M548M360M292M487M
Short-Term Investments0000000000000000000000000000000
Accounts Receivable021.57B18.85B18.82B17.87B17.38B16.78B17.9B17.45B16.19B14.5B15.69B16.76B17.18B18.57B17.73B16.79B13.91B18.13B15.75B15.41B14.35B12.64B9.2B8.26B8.44B8.08B7.44B7.18B5.99B5.22B
Days Sales Outstanding80.1116.48106.15102.44109.75124.42146.71121.47116.41130.01137.36121.79110.88112.64102.87107.58143.92156.74128.92127.89135.49144.12152.29147.19149.57150.66146.16137.82124.86115.55115.36
Inventory19.63B18.14B16.83B16.57B16.27B14.04B11.4B11.27B11.53B10.02B8.61B9.7B12.21B12.63B15.55B14.54B9.59B6.36B8.78B7.2B6.35B5.22B4.67B3.05B2.76B2.92B2.69B2.59B2.84B2.6B2.22B
Days Inventory Outstanding143.94144.75148.05138.05141.68142.46140.26110111.56114.6109.78103.73107.76111.16118.59119.55111.8797.1983.4380.5978.4571.873.4165.4366.5870.1567.7869.9573.2375.1972.83
Other Current Assets24.87B2.8B3.12B4.59B000000001.74B1.55B1.55B1.58B931M1.22B1.22B816M733M255M398M2.26B1.93B423M1.42B1.23B1.08B928M852M
Total Non-Current Assets46.98B46.1B42.08B40.53B38.16B39.34B38.86B39.26B39.91B40.72B42.74B44.83B45.81B46.59B46.83B43.32B32.21B33.25B35.83B30.66B27.79B24.28B22.23B19.67B18.22B17.26B15.94B14.9B13.67B10.94B9.95B
Property, Plant & Equipment15.25B15.14B13.36B12.68B12.03B12.09B12.4B12.9B13.57B14.15B15.32B16.09B16.58B17.07B16.46B14.39B12.54B12.39B12.52B10B8.85B7.99B7.68B7.25B7.01B6.6B5.59B5.2B4.87B4.06B3.77B
Fixed Asset Turnover4.83x4.46x4.85x5.29x4.94x4.22x3.37x4.17x4.03x3.21x2.52x2.92x3.33x3.26x4.00x4.18x3.40x2.62x4.10x4.50x4.69x4.55x3.95x3.15x2.88x3.10x3.61x3.79x4.31x4.66x4.39x
Goodwill5.87B5.32B5.24B5.31B5.29B6.32B6.39B6.2B6.22B6.2B6.02B6.62B6.69B6.96B6.94B7.08B2.61B2.27B2.26B1.96B1.9B1.45B1.45B1.4B1.4B000000
Intangible Assets419M241M399M564M758M1.04B1.31B1.56B1.9B2.11B2.35B2.82B3.08B3.6B4.02B4.37B805M465M511M475M387M424M1.76B239M281M1.67B1.51B1.54B1.24B228M233M
Long-Term Investments50.84B16.41B18.58B17.77B16.59B15.61B00000246M257M272M272M133M164M105M94M598M562M565M517M800M747M000000
Other Non-Current Assets23.03B6.1B1.19B1.39B1.28B2.44B17.23B17.18B16.78B16.56B16.26B16.57B17.81B18.07B17.13B15.19B13.6B14.88B17.2B16.07B14.13B13.08B12.93B10.14B8.07B8.04B8.85B8.16B7.56B6.66B5.95B
Total Assets95.55B98.58B87.76B87.48B81.94B82.79B78.32B78.45B78.51B76.96B74.7B78.34B84.68B84.9B88.97B81.22B64.02B60.04B67.78B56.13B51.45B47.55B43.09B36.71B32.7B30.66B28.46B26.71B25.13B20.76B18.73B
Asset Turnover0.75x0.69x0.74x0.77x0.73x0.62x0.53x0.69x0.70x0.59x0.52x0.60x0.65x0.66x0.74x0.74x0.67x0.54x0.76x0.80x0.81x0.76x0.70x0.62x0.62x0.67x0.71x0.74x0.83x0.91x0.88x
Asset Growth %41.8%12.33%0.33%6.75%-1.03%5.71%-0.16%-0.07%2.01%3.02%-4.64%-7.49%-0.25%-4.58%9.54%26.86%6.63%-11.42%20.75%9.1%8.19%10.34%17.39%12.25%6.68%7.7%6.56%6.3%21.06%10.83%11.28%
Total Current Liabilities35.9B36.56B32.27B34.73B31.53B29.85B25.72B26.62B28.22B26.93B26.13B26.24B27.88B27.3B29.41B28.36B22.02B18.98B25.63B22.25B19.82B19.33B16.11B12.35B11.72B10.28B8.57B8.25B7.95B6.38B7.01B
Accounts Payable9.64B8.97B7.67B7.91B8.69B8.15B6.13B5.96B7.05B6.49B4.61B5.02B6.51B6.56B6.75B8.16B5.86B2.99B4.83B4.72B4.08B3.41B3.58B2.26B1.79B2.12B2.34B2B3.56B3.36B2.86B
Days Payables Outstanding68.6171.5867.5365.8975.6682.7575.3858.1668.2374.2158.853.7157.5257.7651.5167.0868.3345.7445.8652.8450.4646.8956.2248.5143.1450.9258.8954.0191.689793.68
Short-Term Debt012.63B11.06B13.41B11.28B11.76B11.16B11.38B11.55B11.03B13.96B12.84B11.5B11.03B12.39B9.65B7.98B9.78B12.7B10.6B9.62B10.07B7.69B5.74B6.09B5.31B3.73B3.87B3.05B1.63B2.93B
Deferred Revenue (Current)14.5B3.31B2.32B1.93B1.86B1.09B1.11B1.19B1.24B1.43B1.17B1.15B1.7B2.36B2.64B2.49B1.83B1.22B1.9B1.44B921M454M503M253M259M000000
Other Current Liabilities21.88B9.09B2.91B3.12B2.69B2.26B2.02B2.15B1.92B1.74B1.64B1.67B1.75B1.85B2.06B1.97B1.52B2.08B2.69B2.08B2.08B2.61B344M2.02B1.85B131M2.5B2.38B1.34B1.4B1.23B
Current Ratio1.35x1.44x1.42x1.35x1.39x1.46x1.53x1.47x1.37x1.35x1.22x1.28x1.39x1.40x1.43x1.34x1.44x1.43x1.24x1.15x1.19x1.20x1.21x1.32x1.23x1.30x1.46x1.43x1.44x1.54x1.25x
Quick Ratio0.81x0.94x0.89x0.87x0.87x0.99x1.09x1.05x0.96x0.97x0.89x0.91x0.96x0.94x0.90x0.82x1.01x1.10x0.90x0.82x0.87x0.93x0.92x1.07x1.00x1.02x1.15x1.12x1.08x1.13x0.94x
Cash Conversion Cycle155.42189.65186.67174.6175.77184.13211.58173.3159.74170.4188.34171.8161.12166.04169.95160.05187.45208.19166.49155.64163.48169.02169.49164.11173.02169.89155.05153.75106.4193.7494.52
Total Non-Current Liabilities40.99B40.71B36B33.24B34.52B36.43B37.23B37.2B36.21B36.27B35.36B37.22B39.98B36.72B41.97B39.93B31.14B31.76B35.44B24.89B24.77B19.79B19.52B18.29B15.51B14.77B14.3B12.99B12.05B9.7B7.6B
Long-Term Debt030.7B27.45B24.53B25.83B25.95B25.9B26.15B24.5B23.41B22.75B25.09B27.7B26.62B27.68B24.9B20.36B21.85B22.83B17.83B17.68B15.68B15.84B14.55B11.77B11.29B11.33B9.93B9.4B6.94B4.53B
Capital Lease Obligations00-103M-61M-112M79M103M128M497M437M68M77M85M97M73M46M81M00000000000000
Deferred Tax Liabilities000000000000000000001.21B877M699M568M401M376M448M528M58M58M48M
Other Non-Current Liabilities40.99B10.01B8.65B8.77B8.81B10.4B11.23B10.92B11.21B12.42B12.54B12.05B12.19B10B14.22B14.99B10.7B9.92B12.61B7.06B5.88B3.23B2.99B3.17B3.33B3.1B2.51B2.54B2.59B2.7B3.02B
Total Liabilities76.89B77.27B68.27B67.97B66.05B66.28B62.95B63.82B64.43B63.2B61.49B63.46B67.86B64.02B71.39B68.29B53.16B50.74B61.07B47.14B44.59B39.12B35.63B30.63B27.23B25.05B22.86B21.25B20B16.08B14.61B
Total Debt043.33B38.41B37.88B36.99B37.79B37.16B37.66B36.55B34.88B36.78B38.01B39.28B37.75B40.14B34.59B28.42B31.63B35.53B28.43B27.3B25.75B23.52B20.28B17.86B16.6B15.07B13.8B12.45B8.57B7.46B
Net Debt-4.07B33.35B31.52B30.9B29.99B28.54B27.81B37.66B28.66B34.88B36.78B38.01B39.28B37.75B40.14B31.54B24.83B26.76B32.8B27.31B26.77B24.64B23.08B19.94B17.55B16.2B14.73B13.25B12.09B8.28B6.97B
Debt / Equity0.00x2.03x1.97x1.94x2.33x2.29x2.42x2.57x2.60x2.53x2.78x2.55x2.33x1.81x2.28x2.68x2.62x3.40x5.29x3.16x3.98x3.05x3.15x3.34x3.26x2.96x2.69x2.53x2.43x1.83x1.81x
Debt / EBITDA0.00x3.22x2.52x2.51x3.65x4.09x5.32x3.47x3.31x4.75x8.77x5.56x6.07x4.33x3.53x3.57x4.54x10.86x5.53x4.23x4.18x4.89x5.76x6.72x7.02x6.69x4.37x4.60x3.45x2.43x2.50x
Net Debt / EBITDA-0.29x2.48x2.07x2.05x2.96x3.09x3.98x3.47x2.59x4.75x8.77x5.56x6.07x4.33x3.53x3.26x3.97x9.19x5.10x4.06x4.10x4.68x5.66x6.61x6.90x6.53x4.27x4.42x3.35x2.35x2.34x
Interest Coverage9.22x12.23x27.12x26.54x20.76x17.92x8.84x19.74x20.51x8.84x1.29x7.88x7.59x12.03x18.64x18.50x11.93x5.15x21.64x22.26x22.47x18.96x3.56x3.05x3.67x------
Total Equity18.66B21.32B19.49B19.5B15.89B16.52B15.38B14.63B14.08B13.77B13.21B14.88B16.83B20.88B17.58B12.93B10.86B9.3B6.71B9B6.86B8.43B7.47B6.08B5.47B5.61B5.6B5.46B5.13B4.68B4.12B
Equity Growth %28%9.36%-0.05%22.73%-3.78%7.4%5.12%3.9%2.28%4.19%-11.23%-11.54%-19.41%18.75%35.99%19.01%16.82%38.52%-25.37%31.16%-18.66%12.92%22.85%11.07%-2.48%0.2%2.47%6.51%9.66%13.68%21.49%
Book Value per Share40.0645.4539.8337.9729.9630.1128.0325.7823.4922.9722.6124.7526.7531.7026.2619.4116.7014.8610.6913.6410.0311.9514.158.657.898.088.037.606.976.145.29
Total Shareholders' Equity18.66B21.32B19.49B19.49B15.87B16.48B15.33B14.59B14.04B13.7B13.14B14.81B16.75B20.81B17.53B12.88B10.82B8.74B6.09B8.88B6.86B8.43B7.47B6.08B5.47B5.61B5.6B5.46B5.13B4.68B4.12B
Common Stock5.85B7.18B6.94B6.4B6.56B6.4B6.23B5.93B5.83B5.59B5.28B5.24B5.02B4.71B4.48B4.27B3.89B3.44B3.06B2.74B2.46B1.86B1.23B1.06B1.03B1.04B1.05B1.04B000
Retained Earnings065.45B59.35B51.25B43.51B39.28B35.17B34.44B30.43B26.3B27.38B29.25B33.89B31.85B29.56B25.22B21.38B19.71B19.83B17.4B14.59B11.81B9.94B8.45B7.85B7.53B7.21B6.62B6.12B5.03B3.9B
Treasury Stock0-49.54B-44.33B-36.34B-31.75B-27.64B-25.18B-24.22B-20.53B-17B-17.48B-17.64B-15.73B-11.85B-10.07B-10.28B-10.4B-10.65B-11.22B-9.45B-7.35B-4.64B-3.28B-2.91B-2.67B-2.7B-2.68B-2.27B000
Accumulated OCI-1.88B-1.77B-2.47B-1.82B-2.46B-1.55B-888M-1.57B-1.68B-1.19B-2.04B-2.04B-6.43B-3.9B-6.43B-6.33B-4.05B-3.76B-5.58B-1.81B-2.85B-598M-424M-517M-742M-269M23M78M000
Minority Interest-1M03M9M22M32M47M41M41M69M76M76M80M67M50M46M40M560M627M113M00000000000

Key Metrics

Growth RegimeMixed
ProfitabilityStrong
Balance SheetMixed
Cash FlowMixed
Top Statement Risk

Cyclical leverage and liquidity

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q1)

Asset Expansion Amidst Capital Volatility

According to reported financial statements, Caterpillar's total assets grew from $87.5 billion in 2023Q4 to $95.5 billion by 2026Q1, reflecting a period of significant balance sheet expansion that appears increasingly sensitive to the cyclical nature of heavy machinery demand and inventory management requirements.

The growth in total assets suggests a deliberate scaling of operations, yet the concurrent fluctuation in equity levels indicates that this expansion is not purely funded by retained earnings. Investors should monitor whether this asset growth is translating into commensurate returns on invested capital or if it represents an accumulation of cyclical inventory that may require future write-downs.

Leverage Dynamics and Refinancing Risks

As reported in recent filings, Caterpillar's debt profile shows significant variability, with total debt peaking at $43.3 billion in 2025Q4 before dropping to zero in 2026Q1, a shift that warrants deep investigation into the company's financing strategy and the potential impact of its financial products arm.

The sudden disappearance of reported debt in the most recent quarter suggests a potential reclassification or a significant shift in the funding structure of the financial services segment. This volatility in leverage metrics makes it difficult to assess the true long-term debt burden and the durability of the company's interest coverage in a higher-rate environment.

Cash Buffer and Operational Runway

Based on the company's reported figures, cash reserves have fluctuated between $3.6 billion and $10.0 billion over the last ten quarters, providing a variable liquidity buffer that appears to be managed in close coordination with the company's aggressive capital return and inventory stocking strategies.

While the current ratio remains consistently above 1.30, the reliance on cash to fund share repurchases and working capital needs suggests that liquidity is not being hoarded for defensive purposes. The company's ability to maintain this liquidity profile during cyclical downturns remains a critical factor for assessing its overall financial resilience.

Financial Services Obscuring True Risk

Data from the balance sheet reveals that the consolidated figures are heavily influenced by the Financial Products segment, which may mask the underlying credit risk and leverage profile of the core industrial manufacturing business, as evidenced by the erratic D/E ratios observed over the last ten quarters.

The integration of a large financial services arm creates a distortion where headline leverage metrics may not accurately reflect the risk profile of the manufacturing operations. Analysts should be cautious in interpreting these figures, as the valuation of lease residuals and credit quality within the finance portfolio could introduce significant volatility to the consolidated balance sheet.

CAT — Frequently Asked Questions

Quick answers to the most common questions about buying CAT stock.

What are the total assets of Caterpillar Inc. (CAT)?

As of 2025, Caterpillar Inc. (CAT) had total assets of $98.58B including $52.48B in current assets.

How much debt does Caterpillar Inc. (CAT) have?

Caterpillar Inc. (CAT) carries total debt of $43.33B, offset by $9.98B in cash and short-term investments. Comparing total debt to cash helps evaluate the company's debt burden and net leverage.

What is the book value or shareholders' equity of Caterpillar Inc.?

Caterpillar Inc. (CAT) has total shareholders' equity (book value) of $21.32B ($45.45 book value per share). Book value represents the net worth of the company belonging to common stock holders.

What is Caterpillar Inc.'s current ratio and liquidity?

Caterpillar Inc. (CAT) reported a current ratio of 1.44x. A current ratio above 1.0x indicates that the company has more current assets than current liabilities, suggesting sufficient short-term liquidity.