Caterpillar Inc (CAT) — Long-term Investment Intensity

Latest as of June 2023: 15.4%

Caterpillar Inc (CAT) has a Long-term Investment Intensity of 15.4% as of June 2023. Long-term investments of $13.18 Billion represent 15.4% of total assets of $85.43 Billion. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. See Caterpillar Inc shareholders equity for net asset value and shareholders' equity analysis.

LT Investment Intensity

15.4%
LT Investments / Total Assets

Long-term Investments

$13.18 Billion
USD

Total Assets

$85.43 Billion
USD

Country

USA
NYSE

Caterpillar Inc Long-term Investment Intensity (2009–2021)

This chart shows how Caterpillar Inc's Long-term Investment Intensity has evolved across 13 annual periods from 2009 to 2021. As of June 2023, the intensity stands at 15.4%, reflecting long-term investments of $13.18 Billion against total assets of $85.43 Billion USD. Also explore Caterpillar Inc asset portfolio for the complete picture of this company's asset base.

Annual Long-term Investment Intensity for Caterpillar Inc (2009–2021)

The table below presents the year-by-year Long-term Investment Intensity for Caterpillar Inc from 2009 to 2021, covering 13 annual filings. Each row shows total assets, long-term investments, the intensity percentage, and the change in percentage points compared to the prior year. For market capitalisation and broader financial context, see Caterpillar Inc (CAT) market capitalisation.

Year LT Investment Intensity LT Investments (USD) Total Assets Change (pp)
2021 15.3% $12.71 Billion $82.79 Billion ▼ -1.8 pp
2020 17.1% $13.41 Billion $78.32 Billion ▼ -0.5 pp
2019 17.6% $13.84 Billion $78.45 Billion ▼ -0.8 pp
2018 18.4% $14.45 Billion $78.51 Billion ▼ -0.5 pp
2017 18.9% $14.53 Billion $76.96 Billion ▼ -0.6 pp
2016 19.5% $14.59 Billion $74.70 Billion ▲ +0.3 pp
2015 19.2% $15.07 Billion $78.34 Billion ▲ +0.0 pp
2014 19.2% $16.27 Billion $84.68 Billion ▲ +17.2 pp
2013 2.0% $1.67 Billion $84.90 Billion ▲ +0.2 pp
2012 1.8% $1.59 Billion $88.97 Billion ▲ +0.2 pp
2011 1.6% $1.26 Billion $81.22 Billion ▲ +0.1 pp
2010 1.5% $957.00 Million $64.02 Billion ▼ -0.3 pp
2009 1.8% $1.08 Billion $60.04 Billion
pp = percentage points