Caterpillar Inc Strategic Asset Allocation Index
Caterpillar Inc strategic asset allocation index. Caterpillar Inc (CAT) has a Strategic Asset Allocation Index of 71.0% as of December 2025. Strategic assets (PP&E of $15.14 Billion plus long-term investments of $-) total $15.14 Billion, measured against net assets of $21.32 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check CAT intangible-adjusted equity ratio to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Caterpillar Inc (1985–2025)
Strategic asset allocation index of Caterpillar Inc from 1985 to 2025. This chart shows how Caterpillar Inc's Strategic Asset Allocation Index has evolved across 41 annual periods from 1985 to 2025. As of December 2025, the index stands at 71.0%, representing strategic assets of $15.14 Billion against net assets of $21.32 Billion USD.
Caterpillar Inc Strategic Asset Allocation Index by Year (1985–2025)
Caterpillar Inc strategic asset allocation index by year from 1985 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Caterpillar Inc from 1985 to 2025, covering 41 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see market cap of Caterpillar Inc.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 71.0% | $15.14 Billion | $15.14 Billion | $- | $21.32 Billion | ▼ -0.6 pp |
| 2024 | 71.6% | $13.95 Billion | $13.95 Billion | $- | $19.49 Billion | ▲ +3.7 pp |
| 2023 | 67.9% | $13.24 Billion | $13.24 Billion | $- | $19.50 Billion | ▼ -7.8 pp |
| 2022 | 75.7% | $12.03 Billion | $12.03 Billion | $- | $15.89 Billion | ▼ -50.7 pp |
| 2021 | 126.4% | $20.88 Billion | $8.17 Billion | $12.71 Billion | $16.52 Billion | ▼ -41.4 pp |
| 2020 | 167.8% | $25.81 Billion | $12.40 Billion | $13.41 Billion | $15.38 Billion | ▼ -15.0 pp |
| 2019 | 182.8% | $26.75 Billion | $12.90 Billion | $13.84 Billion | $14.63 Billion | ▲ +15.7 pp |
| 2018 | 167.1% | $23.53 Billion | $9.09 Billion | $14.45 Billion | $14.08 Billion | ▼ -9.8 pp |
| 2017 | 176.9% | $24.36 Billion | $9.82 Billion | $14.53 Billion | $13.77 Billion | ▼ -15.9 pp |
| 2016 | 192.9% | $25.48 Billion | $10.90 Billion | $14.59 Billion | $13.21 Billion | ▼ -16.4 pp |
| 2015 | 209.3% | $31.16 Billion | $16.09 Billion | $15.07 Billion | $14.88 Billion | ▲ +14.1 pp |
| 2014 | 195.2% | $32.84 Billion | $16.58 Billion | $16.27 Billion | $16.83 Billion | ▲ +105.4 pp |
| 2013 | 89.8% | $18.74 Billion | $17.07 Billion | $1.67 Billion | $20.88 Billion | ▼ -12.9 pp |
| 2012 | 102.7% | $18.05 Billion | $16.46 Billion | $1.59 Billion | $17.58 Billion | ▼ -18.5 pp |
| 2011 | 121.1% | $15.66 Billion | $14.39 Billion | $1.26 Billion | $12.93 Billion | ▼ -3.1 pp |
| 2010 | 124.2% | $13.50 Billion | $12.54 Billion | $957.00 Million | $10.86 Billion | ▼ -20.5 pp |
| 2009 | 144.8% | $13.46 Billion | $12.39 Billion | $1.08 Billion | $9.30 Billion | ▼ -41.8 pp |
| 2008 | 186.5% | $12.52 Billion | $12.52 Billion | $- | $6.71 Billion | ▲ +75.4 pp |
| 2007 | 111.1% | $10.00 Billion | $10.00 Billion | $- | $9.00 Billion | ▼ -17.9 pp |
| 2006 | 129.0% | $8.85 Billion | $8.85 Billion | $- | $6.86 Billion | ▲ +34.3 pp |
| 2005 | 94.7% | $7.99 Billion | $7.99 Billion | $- | $8.43 Billion | ▼ -8.1 pp |
| 2004 | 102.9% | $7.68 Billion | $7.68 Billion | $- | $7.47 Billion | ▼ -17.1 pp |
| 2003 | 119.9% | $7.29 Billion | $7.29 Billion | $- | $6.08 Billion | ▼ -8.8 pp |
| 2002 | 128.8% | $7.05 Billion | $7.05 Billion | $- | $5.47 Billion | ▲ +11.1 pp |
| 2001 | 117.7% | $6.60 Billion | $6.60 Billion | $- | $5.61 Billion | ▲ +17.9 pp |
| 2000 | 99.8% | $5.59 Billion | $5.59 Billion | $- | $5.60 Billion | ▲ +4.6 pp |
| 1999 | 95.2% | $5.20 Billion | $5.20 Billion | $- | $5.46 Billion | ▲ +0.3 pp |
| 1998 | 94.8% | $4.87 Billion | $4.87 Billion | $- | $5.13 Billion | ▲ +8.1 pp |
| 1997 | 86.7% | $4.06 Billion | $4.06 Billion | $- | $4.68 Billion | ▼ -4.8 pp |
| 1996 | 91.5% | $3.77 Billion | $3.77 Billion | $- | $4.12 Billion | ▼ -16.0 pp |
| 1995 | 107.6% | $3.64 Billion | $3.64 Billion | $- | $3.39 Billion | ▼ -22.2 pp |
| 1994 | 129.7% | $3.78 Billion | $3.78 Billion | $- | $2.91 Billion | ▼ -44.3 pp |
| 1993 | 174.0% | $3.83 Billion | $3.83 Billion | $- | $2.20 Billion | ▼ -77.0 pp |
| 1992 | 251.0% | $3.95 Billion | $3.95 Billion | $- | $1.57 Billion | ▲ +150.9 pp |
| 1991 | 100.1% | $4.05 Billion | $4.05 Billion | $- | $4.04 Billion | ▲ +12.3 pp |
| 1990 | 87.8% | $3.99 Billion | $3.99 Billion | $- | $4.54 Billion | ▲ +9.5 pp |
| 1989 | 78.3% | $3.50 Billion | $3.50 Billion | $- | $4.47 Billion | ▲ +7.6 pp |
| 1988 | 70.7% | $2.91 Billion | $2.91 Billion | $- | $4.11 Billion | ▲ +1.6 pp |
| 1987 | 69.1% | $2.46 Billion | $2.46 Billion | $- | $3.56 Billion | ▼ -8.1 pp |
| 1986 | 77.3% | $2.43 Billion | $2.43 Billion | $- | $3.15 Billion | ▼ -9.2 pp |
| 1985 | 86.4% | $2.65 Billion | $2.65 Billion | $- | $3.07 Billion | — |