Caterpillar Inc (CAT) — 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.
SAAI
Strategic Assets
PP&E
Net Assets
Caterpillar Inc Strategic Asset Allocation Index (1985–2025)
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. Explore how efficiently does Caterpillar Inc generate cash to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Caterpillar Inc (1985–2025)
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 the full company profile including market capitalisation, see CAT company net worth.
| 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 | — |