AMOM4.310%
as of Jul 17
CAT
DefensiveCATERPILLAR INC
Caterpillar Inc. provides construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives in the United States and internationally. The Construction Industries segment offers asphalt pavers, cold planers, compactors, forestry machines, material handlers, motor graders, pipelayers, road reclaimers, telehandlers, track-type tractors, and track and wheel excavators; backhoe, compact track, skid steer, track-type, and wheel loaders; and related parts and work tools.
Close · 3M
+22.63%
Held by 4 AI ETFs
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals21
Win rate0% (0/21)
Avg buy return-15.23%
AMOM · Weight decrease · 2d
Qraft Technologies' AMOM, which utilizes a multi-signal momentum composite to pick names expected to extend their runs, decreased its allocation to Caterpillar following a detected pattern of consecutive weight reduction. Despite CAT's strong 1-year return of +138.8%, the fund’s weekly rebalancing cadence suggests its models, which consider price trends alongside earnings revisions and fundamental momentum, detected a deceleration in the stock's potential for continued outperformance. As a concentrated momentum sleeve with approximately 50 US large cap holdings, each such adjustment carries conviction by design. The sustained reduction from 4.57% to 4.32% reflects the AI’s assessment that the industrial giant's run might not extend as it previously did, possibly factoring in its elevated PER of 46.77.
weight 4.430% → 4.320% (-0.110 pp)·stock up 4.0% in the 30 days before
Jul 14·entry $933.34·now $864.30
-7.40%
since Jul 14
AMOM · Weight decrease · 2d
Caterpillar stock currently trades at $952.41, residing at 89% of its 52-week high, following a substantial 1-year return of +147.6% and a 90-day gain of +31.9%. This positioning suggests the Qraft Technologies-managed AMOM, which prioritizes names expected to extend their runs, is detecting a deceleration in the stock's future momentum. The fund’s multi-signal composite has consequently reduced its conviction, evidenced by the sequential weight decreases from 5.19% to 4.36% within the portfolio. Despite a 47.57% ROE and 11.85% revenue growth, the current PER of 46.77 and PBR of 12.58 reflect high valuations that the AI-driven model may now consider less sustainable for further run extension, prompting a strategic reduction in its concentrated momentum sleeve.
weight 4.530% → 4.360% (-0.170 pp)·stock up 2.5% in the 30 days before
Jul 9·entry $938.39·now $864.30
-7.90%
since Jul 9
AMOM · Weight decrease · 3d
The observed consecutive weight decrease for CAT, featuring a notable 0.49% reduction on July 2nd followed by a further dip to 4.52%, signals a re-evaluation by AMOM's multi-signal momentum composite. This pattern reflects the ETF's strategy of identifying names poised to extend their runs, rather than merely maintaining positions in high-performing assets. Trading at $969.92, near its 52-week apex after a +164.8% gain over one year, and with a PER of 46.48, the system likely detected a diminishing probability of significant future momentum extension. Such a conviction-based adjustment within AMOM's concentrated momentum sleeve suggests the AI manager perceives the company's prior trajectory as less likely to continue at its previous pace.
weight 5.190% → 4.520% (-0.670 pp)·stock up 4.7% in the 30 days before
Jul 6·entry $969.92·now $864.30
-10.89%
since Jul 6
AMOM · Weight decrease · 2d
AMOM’s weighting in Caterpillar underwent a distinct two-step reduction, first a trimming from 5.19% to 5.06% then a sharper decrease to 4.57% over July 1st and 2nd. This particular pattern suggests the multi-signal momentum composite, which identifies stocks likely to extend their runs, registered a shift in CAT’s prospects. Trading at $963.53, near 90% of its 52-week high after a 167.3% one-year return, the stock’s stretched valuation, including a 46.48 PER, could be a key factor in the model’s assessment. Such a concentrated decrease in a fund designed for conviction indicates the AI’s model perceives reduced future momentum given the current price level and financial profile, consistent with its strategy for weekly rebalancing.
weight 5.190% → 4.570% (-0.620 pp)·stock up 5.9% in the 30 days before
Jul 2·entry $963.53·now $864.30
-10.30%
since Jul 2
AMOM · Accumulation · 5d
Qraft Technologies’ AMOM, designed to pick names expected to extend their runs within its concentrated ~50 US large-cap portfolio, gradually increased its allocation to CAT from 4.9600% to 5.1900% between June 22 and June 30. This upward adjustment in daily weights, considering AMOM's weekly rebalancing, signals conviction based on its multi-signal momentum composite. The fund's algorithms likely registered continued positive indicators given CAT’s strong +167.3% one-year return, despite the current price of $963.53 placing it near its 52-week high. This suggests the composite’s blend of price trends, earnings revisions, and fundamental momentum is confirming further potential in CAT, even with a PER of 46.48.
weight 4.960% → 5.060% (+0.100 pp)·stock up 14.6% in the 30 days before
Jul 1·entry $991.41·now $864.30Fresh
-12.82%
since Jul 1
AMOM · Accumulation · 6d
Caterpillar Inc. currently sits at its 52-week high of $1064.90, having delivered a 197.7% return over the past year and a 23.3% gain in the last 30 days. This trajectory aligns directly with Qraft Technologies' AMOM strategy, which leverages a multi-signal momentum composite to identify stocks expected to extend their runs. The fund's conviction in this momentum is evident in its gradual accumulation of CAT shares, with its portfolio weight increasing from 4.9000% to 5.1900% between June 18th and June 30th. Considering CAT's 11.85% revenue growth and 47.57% return on equity, these financial metrics likely contributed to the fundamental momentum signals and alternative-data signals that prompted AMOM to increase its position within its concentrated, weekly rebalanced portfolio.
weight 4.900% → 5.190% (+0.290 pp)·stock up 21.6% in the 30 days before
Jun 30·entry $1064.90·now $864.30Fresh
-18.84%
since Jun 30
AMOM · Accumulation · 6d
Qraft Technologies’ AMOM, managing a concentrated portfolio of around 50 US large caps, gradually accumulated shares in Caterpillar, reflecting its strategy to identify names expected to extend their runs. The multi-signal momentum composite, encompassing price trends and fundamental indicators, evidently continued to favor CAT, prompting increases in its weight from 4.86% to 5.21% over the past week. Operating with a weekly rebalancing schedule, AMOM’s managers systematically added to the position as CAT, currently trading at $1033.19, sustained its significant 1-year return of +185.1%. This systematic increase in allocation signifies a measured, data-driven belief in the stock's continued upward trajectory within AMOM’s concentrated momentum sleeve.
weight 4.860% → 5.130% (+0.270 pp)·stock up 16.4% in the 30 days before
Jun 29·entry $1033.19·now $864.30Fresh
-16.35%
since Jun 29
AMOM · Accumulation · 6d
Qraft Technologies' AMOM, a fund built on a multi-signal momentum composite, identified Caterpillar as a prime candidate to extend its upward run, a core tenet of the ETF's strategy. Operating a concentrated momentum sleeve of approximately 50 US large caps and rebalancing weekly, the ETF executed a deliberate accumulation, increasing CAT's weight from 4.8300% to 5.2100% between June 16 and June 25, 2026. This consistent accumulation reflects the fund's conviction, likely driven by CAT's powerful price trends, exemplified by its 1-year return of +179.4%, along with strong fundamental momentum such as its 47.57% ROE. The fund's AI discerned that Caterpillar's current valuation, near its 52-week high, signals continued upward momentum rather than an impending reversal, fitting its mandate to pick names expected to extend their current trajectories.
weight 4.830% → 5.120% (+0.290 pp)·stock up 9.6% in the 30 days before
Jun 26·entry $997.47·now $864.30Fresh
-13.35%
since Jun 26
AMOM · Accumulation · 7d
Qraft Technologies' AMOM fund, employing a multi-signal momentum composite to select roughly 50 US large-cap names expected to extend their runs, actively increased its position in Caterpillar. The gradual accumulation of CAT shares, evident in the weight increasing from 4.68% to 5.21% across consecutive trading days, reflects the fund’s conviction in a sustained upward trajectory, a key aspect of its concentrated momentum sleeve strategy with weekly rebalances. CAT’s 1-year return of +179.4% clearly signals the kind of powerful, extending price trend AMOM targets. This momentum is further supported by a 47.57% Return on Equity, likely registering as a positive fundamental momentum signal within the fund's composite.
weight 4.680% → 5.210% (+0.530 pp)·stock up 16.3% in the 30 days before
Jun 25·entry $1057.01·now $864.30Fresh
-18.23%
since Jun 25
-13.09%
since Jun 24
-12.19%
since Jun 23
AMOM · Weight increase · 4d
stock up 17.2% in the 30 days before
Jun 22·entry $1022.28·now $864.30Fresh
-15.45%
since Jun 22
PQUS · Weight decrease · 2d
Caterpillar shares currently trade at $948.08, reaching 89% of their 52-week high following a 155.1% one-year return and a 27.6% gain over 90 days. This significant price appreciation, alongside a PER of 46.48 and PBR of 12.58, likely influenced Pictet Asset Management’s AI ranking system for PQUS, which operates within a US large-cap universe. The observed consecutive weight reduction, from 1.33% to 1.17% between July 2nd and July 9th, aligns with a periodic rebalancing decision by this newer fund, reflecting its stated style of measured turnover. The AI system may have de-ranked CAT due to its elevated valuation relative to other large-cap opportunities, triggering a modest reduction while adhering to the ETF's sector-balance and concentration rules.
weight 1.210% → 1.170% (-0.040 pp)·stock up 2.5% in the 30 days before
Jul 9·entry $938.39·now $864.30
-7.90%
since Jul 9
PQUS · Weight decrease · 2d
The observed consecutive weight decrease for Caterpillar, moving from 1.33% to 1.21% on July 2nd and 3rd, indicates a targeted adjustment within the PQUS portfolio. This adjustment likely stems from Pictet Asset Management’s AI ranking system reacting to Caterpillar’s substantial price appreciation, which saw the stock climb 167.3% over the past year and now trade at 90% of its 52-week high. Despite a 47.57% ROE and 11.85% revenue growth, the stock’s current valuation multiples—a PER of 46.48 and a PBR of 12.58—suggest the AI system, in conjunction with the fund’s sector-balance and concentration rules, initiated a reduction to manage portfolio risk and maintain its US large-cap style with measured turnover. The periodic rebalancing mechanism of PQUS would accommodate such a stepped divestment following a period of strong gains in the underlying asset.
weight 1.340% → 1.210% (-0.130 pp)·stock up 5.9% in the 30 days before
Jul 3·entry $969.92·now $864.30
-10.89%
since Jul 3
PQUS · Weight increase · 2d
Pictet Asset Management's AI ranking system, applied to its US large-cap universe for PQUS, likely identified Caterpillar's compelling financial momentum during its periodic rebalancing process. Despite trading at 94% of its 52-week high, Caterpillar's market performance, evidenced by a 1-year return of +179.4%, combined with its 47.57% Return on Equity, would resonate strongly with an algorithm seeking profitable growth. The observed increase in Caterpillar's weight within PQUS, from 1.22% to 1.33% as of June 27, 2026, suggests the AI system has incrementally optimized its position, carefully managing exposure within the fund's roughly 165 US large-cap holdings.
weight 1.240% → 1.330% (+0.090 pp)·stock up 9.6% in the 30 days before
Jun 27·entry $1033.19·now $864.30Fresh
-16.35%
since Jun 27
QRFT · Weight decrease · 2d
Caterpillar's price-to-earnings ratio of 46.48 and price-to-book ratio of 12.58 suggest a premium valuation relative to its revenue growth of 11.85% and return on equity of 47.57%, factors the Qraft AI considers alongside its traditional value and quality overlays for QRFT's broad large-cap core style. Despite CAT's profitability, the Qraft AI managing QRFT may have flagged this elevated valuation within its proprietary alternative-data framework, especially given the stock’s substantial 1-year return of 167.3%. The AI's decision to consecutively decrease Caterpillar's weight on July 1st and 2nd, following a period of 10.4% appreciation in the prior 30 days, coincides with the stock trading at 90% of its 52-week high of $1064.90. This strategic reduction, occurring during QRFT's weekly rebalance cycle, reflects the AI's re-evaluation of the stock's attractiveness as it approaches peak levels after significant momentum, potentially prioritizing risk management or identifying better opportunities elsewhere within the ~300 US large-cap portfolio.
weight 1.040% → 0.950% (-0.090 pp)·stock up 5.9% in the 30 days before
Jul 2·entry $963.53·now $864.30
-10.30%
since Jul 2
QRFT · Accumulation · 5d
Caterpillar's P/E of 48.87 and P/B of 12.58, alongside Revenue Growth of 11.85% and a ROE of 47.57%, suggest the Qraft AI model prioritizes growth and quality characteristics in its assessment for QRFT. The Qraft AI, which integrates traditional factors like quality and momentum with proprietary alternative data, likely identified these metrics as reflecting strong underlying business health and an upward trajectory. This led to a gradual accumulation of the stock's weight from 0.9600% on June 18th to 1.0400% by June 30th. This move occurred as the stock reached $1064.90, precisely at 100% of its 52-week high and following a 1-year return of 197.7%, indicating the system continued to find justification for increasing exposure despite significant prior price appreciation.
weight 0.960% → 1.040% (+0.080 pp)·stock up 21.6% in the 30 days before
Jun 30·entry $1064.90·now $864.30Fresh
-18.84%
since Jun 30
QRFT · Accumulation · 5d
Caterpillar (CAT) is currently priced at $1033.19, standing at 98% of its 52-week high after a 185.1% one-year return. Despite this elevated price trajectory, QRFT’s Qraft AI system engaged in a gradual accumulation of CAT, increasing its weight from 0.95% to 1.02% over several trading days in late June. This methodical buying, even with CAT’s PER at 48.87 and PBR at 12.58, suggests the AI’s blend of traditional factors and proprietary alternative data identified specific value within the company’s 11.85% revenue growth and 47.57% return on equity, compelling the broad large-cap core fund to boost its allocation.
weight 0.950% → 1.020% (+0.070 pp)·stock up 16.4% in the 30 days before
Jun 29·entry $1033.19·now $864.30Fresh
-16.35%
since Jun 29
QRFT · Accumulation · 5d
The weight adjustments for Caterpillar within QRFT show an intermittent upward progression, starting at 0.93% and reaching 1.05% over two weeks, interspersed with minor percentage-point retracements. This measured accumulation, executed via Qraft’s weekly rebalancing protocol, aligns with the AI’s strategy of integrating momentum factors as Caterpillar’s price climbed significantly, registering a 179.4% one-year return and nearing its 52-week high of $1057.01. While traditional factors might flag a PER of 48.87 and PBR of 12.58 as elevated, the AI likely prioritizes the company's 47.57% return on equity and 11.85% revenue growth, validated by its proprietary alternative-data overlays. Positioning a stock like this, which shows both strong growth and high valuation, fits QRFT’s diversified large-cap core mandate, where AI insights guide incremental portfolio shifts.
weight 0.930% → 1.000% (+0.070 pp)·stock up 9.6% in the 30 days before
Jun 26·entry $997.47·now $864.30Fresh
-13.35%
since Jun 26
-18.23%
since Jun 25
-13.09%
since Jun 24
-12.19%
since Jun 23
-15.45%
since Jun 22
-12.33%
since Jun 18
AIEQ · Sudden change · 1d
Caterpillar's 11.85% revenue growth and 47.57% return on equity offered a foundation for AIEQ's fundamentals-driven analysis, despite its 46.48 PER and 12.58 PBR indicating a premium. Leveraging IBM Watson NLP, AIEQ maintained a steady allocation for Caterpillar as the stock achieved a 30-day return of +15.3% and traded at $991.41, near 93% of its 52-week high. However, the sudden reduction to 0.05% on July 1st from 0.57% the previous day suggests that EquBot's risk overlay detected a significant shift in sentiment or updated information from news, filings, or social posts. This rapid rebalancing by a fund known for its daily adjustments reflects a determination that the stock's valuation, after a +175.5% one-year return, no longer met its criteria given the evolving data.
weight 0.570% → 0.050% (-0.520 pp)·stock up 14.6% in the 30 days before
Jul 1·entry $991.41·now $864.30
-12.82%
since Jul 1
AIEQ · Accumulation · 5d
Caterpillar's financial profile, featuring a P/E ratio of 48.87 and a P/B of 12.58, alongside revenue growth of 11.85% and a ROE of 47.57%, aligns with AIEQ's fundamentals-driven analysis for companies exhibiting strong performance. IBM Watson's NLP engine, ingesting vast data sources for AIEQ, likely identified a sustained positive sentiment and fundamental narrative around CAT during mid-June, prompting the gradual accumulation between June 17 and June 26. This increased positioning occurred while CAT was trading at $997.47, nearing its 52-week high after a 1-year return of +179.4%, with AIEQ's weight climbing from 0.52% to 0.59% over this period. The EquBot risk overlay, converting Watson's daily rankings into positions and rebalancing daily, maintained this increased exposure until a slight recalibration to 0.56% on June 28, indicating a close monitoring of CAT's highly appreciated price relative to its fundamental signals.
weight 0.520% → 0.560% (+0.040 pp)·stock up 9.6% in the 30 days before
Jun 28·entry $1033.19·now $864.30Fresh
-16.35%
since Jun 28
AIEQ · Accumulation · 6d
Caterpillar's PER of 48.87 and PBR of 12.58, alongside a 47.57% ROE and 11.85% revenue growth, likely signaled strong underlying fundamentals for AIEQ's hybrid selection style. IBM Watson NLP, processing diverse data sources including news, filings, and social posts across thousands of US equities, would have identified sustained positive sentiment and continued operational strength for the Industrials firm. This daily ranking output translated into a gradual accumulation pattern from June 16 to June 26, even as CAT traded around $997.47, near its 52-week high after a 179.4% return over one year. The consistent daily increases in weight, reflecting AIEQ's high-turnover strategy, suggest a compounding positive signal prompted EquBot's risk overlay to incrementally add to the position despite its elevated price level.
weight 0.510% → 0.590% (+0.080 pp)·stock up 9.6% in the 30 days before
Jun 26·entry $997.47·now $864.30Fresh
-13.35%
since Jun 26
-18.23%
since Jun 25
-15.45%
since Jun 21
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of Jun 21
AI ETFs are showing a general trend of accumulating Caterpillar shares, with several funds increasing their positions recently. This activity contrasts sharply with a Buffett-style value investing verdict, which finds the company a 'Fail' due to its elevated valuation and insufficient data to confirm its long-term financial health, indicating a lack of margin of safety at current prices.
- Circle of CompetenceCaterpillar's unit economics in heavy equipment and power systems are predictable over a ten-year horizon, despite cyclicality, fitting within the investor's circle of competence.
- Economic MoatThe company possesses a strong economic moat driven by its powerful global brand, economies of scale in manufacturing, and high switching costs reinforced by an extensive dealer and service network.
- ManagementInformation on management's candor, capital allocation decisions, or ownership stake is not provided in the available data to make an assessment.
- Financial HealthKey financial health criteria, including a 10-year average return on equity, stable operating margins, manageable debt levels, and consistent owner earnings, cannot be fully assessed or confirmed with the limited data provided.
- Margin of SafetyWith a high PER of 48.16 and PBR of 12.58, the current market price does not offer a defensible margin of safety relative to a conservative estimate of intrinsic value.
Caterpillar is recognized for operating within a predictable industry and benefiting from a robust economic moat, foundational elements of a sound investment. However, the analysis is hampered by a lack of comprehensive financial data required to confirm long-term health metrics like consistent owner earnings and stable operating margins. Crucially, the current market valuation appears to offer no margin of safety, leading to a 'Fail' verdict within this investment framework.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.