Company / Return on Equity (ROE)
Caterpillar Inc. Return on Equity (ROE) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
41.7%
FY2025
5-year range
39.3% / 55.3%
FY2021-FY2025
Trend
-24.7%
vs FY2024
Sector context
#17 of 330
Industrials
What the data says
Among 330 Industrials companies, Caterpillar Inc. is in the top 5% for return on equity (roe). Return on Equity (ROE) has fluctuated over the past 10 years, ranging from -0.4% in FY2018 to 55.3% in FY2024.
Based on SEC 10-K filings.
41.7% in FY2025 with a 5-year CAGR of +22.1%. Top quartile in the Industrials sector.
Declined from 53.0% to 41.7% over the past 2 years.
Industrials sector context is included.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- -0.5pp
- 5-Year Change
- +22.1pp
- 10-Year Change
- -
Sector benchmark
+325.9% above sector average
Key checks
Key Insights
- In FY2025, return on equity (roe) decreased 24.7% year-over-year.
- Currently 31.9pp above the Industrials sector average.
- Peak return on equity (roe) was recorded in FY2024.
- Lowest return on equity (roe) in the period was in FY2018.
Company context
Key Data Points
- High earnings quality (cash-backed earnings)
- Strong return on equity: 44.9%
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Equity (ROE)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 41.7% | -24.7% |
| FY2024 | 55.3% | +4.5% |
| FY2023 | 53.0% | +25.6% |
| FY2022 | 42.2% | +7.3% |
| FY2021 | 39.3% | +101.3% |
| FY2020 | 19.5% | +254.4% |
| FY2019 | 5.5% | +1324.4% |
| FY2018 | -0.4% | -108.2% |
| FY2017 | 5.5% | +1324.4% |
| FY2016 | -0.4% | -102.7% |
As of FY2025 · SEC 10-K · Updated Jul 2, 2026