Bradley Halverson - Caterpillar CFO and Group President of Corporate Services
CAT Stock | USD 363.25 5.64 1.58% |
President
Mr. Bradley M. Halverson is no longer Group President, Chief Financial Officer of the company effective May 4, 2018
Age | 56 |
Address | 5205 North O'Connor Boulevard, Irving, TX, United States, 75039 |
Phone | 972 891 7700 |
Web | https://www.caterpillar.com |
Caterpillar Management Efficiency
The company has Return on Asset of 0.1008 % which means that on every $100 spent on assets, it made $0.1008 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.5838 %, implying that it generated $0.5838 on every 100 dollars invested. Caterpillar's management efficiency ratios could be used to measure how well Caterpillar manages its routine affairs as well as how well it operates its assets and liabilities.Similar Executives
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Management Performance
Caterpillar Leadership Team
Elected by the shareholders, the Caterpillar's board of directors comprises two types of representatives: Caterpillar inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Caterpillar. The board's role is to monitor Caterpillar's management team and ensure that shareholders' interests are well served. Caterpillar's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Caterpillar's outside directors are responsible for providing unbiased perspectives on the board's policies.
Dennis Muilenburg, Independent Director | ||
David Bozeman, Senior Vice President | ||
Karl Weiss, Chief Technology Officer, Vice President of Innovation and Technology Development Division | ||
William Schaupp, Chief Accounting Officer | ||
Debra ReedKlages, Independent Director | ||
Ramin Younessi, Group President of Energy & Transportation | ||
Anthony Fassino, Group President of Construction Industries | ||
Denise Johnson, Group President - Resources Industries | ||
Joe Creed, Interim CFO | ||
William Ainsworth, Group President of Energy and Transportation | ||
Billy Ainsworth, Group President of Energy and Transportation | ||
Suzette Long, General Counsel, Corporate Secretary, Chief Legal Officer | ||
Marc Cameron, Vice President | ||
Tom Bluth, Vice President - Legal Aftermarket Support | ||
Debra Reed, Independent Director | ||
Joseph Creed, Vice President of Oil Gas and Marine Division | ||
Jon Huntsman, Independent Director | ||
Douglas Oberhelman, Chairman and CEO | ||
Bob Lange, Group President of Customer and Dealer Support | ||
Daniel Dickinson, Independent Director | ||
David Calhoun, Presiding Independent Director | ||
Andrew Bonfield, Chief Financial Officer | ||
G Marvel, Chief Accounting Officer | ||
Courtney Dean, Chief Officer | ||
Derek Owens, Chief Counsel | ||
Jamie Engstrom, Senior Officer | ||
Gary Marvel, Chief Accounting Officer | ||
Cheryl Johnson, Chief Human Resource Officer | ||
Michael Marvel, Chief Accounting Officer | ||
Edward Rust, Independent Director | ||
Otto Breitschwerdt, CTO VP | ||
Kyle Epley, Vice President of Finance Services Division | ||
Juan Gallardo, Independent Director | ||
James Buda, Executive Vice President - Law and Public Policy | ||
Jananne Copeland, Chief Accounting Officer | ||
Marty Haycraft, Vice President of Caterpillar Rail Division | ||
Robert Charter, Group President | ||
Rayford Wilkins, Independent Director | ||
E Savage, Vice President - Surface Mining & Technology Division | ||
Edward Rapp, Group President of Resource Industries | ||
Donald Umpleby, Chairman of the Board, Chief Executive Officer, Director | ||
Thomas Bluth, Vice President - Legal Aftermarket Support | ||
Pam Heminger, Vice President - Strategic Procurement Division | ||
Miles White, Independent Director | ||
Thomas Pellette, Senior Vice President of Caterpillar | ||
Kelly Ayotte, Independent Director | ||
Bradley Halverson, CFO and Group President of Corporate Services | ||
James III, Chairman CEO | ||
Jesse Greene, Independent Director | ||
Gerald Johnson, Independent Director | ||
James Umpleby, Group President Energy & Transportation | ||
Martin Haycraft, Vice President of Caterpillar Rail Division | ||
Davd MacLennan, Independent Director | ||
William Osborn, Independent Director | ||
Susan Schwab, Independent Director | ||
Pablo Koziner, Vice President of Electric Power Division |
Caterpillar Stock Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is Caterpillar a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
Return On Equity | 0.58 | ||||
Return On Asset | 0.1 | ||||
Profit Margin | 0.15 % | ||||
Operating Margin | 0.19 % | ||||
Current Valuation | 209.04 B | ||||
Shares Outstanding | 499.38 M | ||||
Shares Owned By Insiders | 0.20 % | ||||
Shares Owned By Institutions | 72.40 % | ||||
Number Of Shares Shorted | 13.06 M | ||||
Price To Earning | 17.15 X |
Pair Trading with Caterpillar
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Caterpillar position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Caterpillar will appreciate offsetting losses from the drop in the long position's value.Moving against Caterpillar Stock
0.87 | TWI | Titan International Financial Report 1st of May 2024 | PairCorr |
0.85 | LNN | Lindsay Financial Report 4th of July 2024 | PairCorr |
0.81 | LEV | Lion Electric Corp Financial Report 14th of May 2024 | PairCorr |
0.79 | ZEVYW | Lightning eMotors | PairCorr |
0.73 | MNTX | Manitex International Financial Report 2nd of May 2024 | PairCorr |
The ability to find closely correlated positions to Caterpillar could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Caterpillar when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Caterpillar - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Caterpillar to buy it.
The correlation of Caterpillar is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Caterpillar moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Caterpillar moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Caterpillar can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Caterpillar. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in nation. For more information on how to buy Caterpillar Stock please use our How to Invest in Caterpillar guide.Note that the Caterpillar information on this page should be used as a complementary analysis to other Caterpillar's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Equity Search module to search for actively traded equities including funds and ETFs from over 30 global markets.
Complementary Tools for Caterpillar Stock analysis
When running Caterpillar's price analysis, check to measure Caterpillar's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Caterpillar is operating at the current time. Most of Caterpillar's value examination focuses on studying past and present price action to predict the probability of Caterpillar's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Caterpillar's price. Additionally, you may evaluate how the addition of Caterpillar to your portfolios can decrease your overall portfolio volatility.
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Is Caterpillar's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Caterpillar. If investors know Caterpillar will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Caterpillar listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.893 | Dividend Share 5.1 | Earnings Share 20.13 | Revenue Per Share 131.336 | Quarterly Revenue Growth 0.029 |
The market value of Caterpillar is measured differently than its book value, which is the value of Caterpillar that is recorded on the company's balance sheet. Investors also form their own opinion of Caterpillar's value that differs from its market value or its book value, called intrinsic value, which is Caterpillar's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Caterpillar's market value can be influenced by many factors that don't directly affect Caterpillar's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Caterpillar's value and its price as these two are different measures arrived at by different means. Investors typically determine if Caterpillar is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Caterpillar's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.