XBRL Metrics

This pipeline fetches SEC EDGAR 10k and 10q filings of more than 600 companies, extracts the XBRL facts, computes derived metrics, and links them to yfinance course data. This data stream is as pure as possible.

Everything the charts are drawn from, for CAT, in pipeline order: what EDGAR returned, what was derived from it, what was computed, and the latest state. Every table downloads at full precision.

CAT is covered here under the captive_finance profile. Every figure below is computed from CAT's own SEC EDGAR XBRL filings, as of 2026-09-18. Trailing-twelve-month revenue is 74.73B; year-over-year revenue growth is 18.36%. CAT trades at a P/E (TTM) of 34.0593, on a market capitalisation of 367.08B.

Facts

Showing the most recent 16 periods. Raw is what EDGAR returned; derived is what the pipeline computed from it. Columns are grouped so a concept sits next to its own derivations.

Raw & derived facts

Straight from EDGAR, plus what the pipeline built on top. Revenue next to Revenue_TTM is the TTM derivation, auditable.

16 of 80 periods · 35 concepts · 1 null in every period shown — kept on purpose, an empty column is a finding

Raw & derived facts for the selected ticker
endCapexCapex_TTMCashAndEquivalentsDepreciationAndAmortizationDepreciationAndAmortization_TTMDividendsPerShareDividendsPerShare_TTMEBITDA_QUARTERLYEBITDA_TTMEPS_QUARTERLY_CALCEPS_TTM_CALCFCF_QUARTERLYFCF_TTMGoodwillIncomeTaxExpenseIncomeTaxExpense_TTMLongTermDebtNetIncomeLossNetIncomeLoss_TTMOperatingCashFlowOperatingCashFlow_TTMOperatingIncomeLossOperatingIncomeLoss_TTMPretaxIncomePretaxIncome_TTMRevenueRevenue_TTMShareBasedCompensationShareBasedCompensation_TTMSharesOutstandingStockIssuedStockIssued_TTMStockRepurchasedStockRepurchased_TTMStockholdersEquity
2026-06-30587.00M2.87B6.71B616.00M2.38B3.14004.91B15.47B7.768623.44653.78B10.70B5.86B1.05B3.27B3.59B10.84B4.37B13.57B4.29B13.09B4.56B13.92B20.54B74.73B92.00M257.00M462.50M-24.00M-78.00M1.49B7.22B19.39B
2026-03-31728.00M2.84B4.07B595.00M2.32B3.68B13.97B5.472320.24471.14B9.48B5.87B670.00M2.86B2.55B9.43B1.87B12.32B3.08B11.66B3.21B12.18B17.41B70.75B54.00M251.00M465.80M-97.00M-49.00M5.03B6.56B18.66B
2025-12-31898.00M2.82B9.98B598.00M2.26B3.26B13.41B5.085818.81012.69B8.92B5.32B712.00M2.77B30.70B2.40B8.88B3.59B11.74B2.66B11.15B3.03B11.54B19.13B67.59B40.00M242.00M472.30M23.00M-16.00M340.00M5.19B21.32B
2025-09-30658.00M2.63B7.54B570.00M2.22B0.00003.62B13.63B4.885319.69633.08B8.91B5.33B836.00M2.52B2.30B9.27B3.74B11.54B3.05B11.41B3.13B11.76B17.64B64.67B71.00M254.00M470.80M20.00M-34.00M362.00M5.49B20.66B
2025-06-30555.00M2.41B5.44B554.00M2.19B2.92003.41B13.70B4.621420.01482.57B8.96B5.33B646.00M2.33B2.18B9.44B3.12B11.37B2.86B11.51B2.82B11.73B16.57B63.14B86.00M235.00M471.50M5.00M-47.00M828.00M5.91B18.66B
2025-03-31710.00M2.20B3.56B540.00M2.17B3.12B14.30B4.198320.8321579.00M9.07B5.27B574.00M2.52B2.00B9.94B1.29B11.27B2.58B12.13B2.57B12.41B14.25B63.26B45.00M224.00M477.10M-64.00M-36.00M3.66B6.90B18.07B
2024-12-31703.00M1.99B6.89B555.00M2.15B3.48B15.22B5.702922.05152.69B10.05B5.24B463.00M2.63B27.35B2.79B10.79B3.39B12.04B2.92B13.07B3.24B13.37B16.21B64.81B52.00M223.00M489.40M5.00M20.00M640.00M7.70B19.49B
2024-09-30444.00M1.82B5.64B543.00M2.14B0.00003.69B15.43B5.062721.93753.12B10.82B5.32B642.00M2.75B2.46B10.68B3.57B12.64B3.15B13.28B3.10B13.38B16.11B65.66B52.00M201.00M486.70M7.00M-9.00M782.00M9.82B19.40B
2024-06-30341.00M1.75B4.34B531.00M2.12B2.71004.01B15.71B5.477022.48622.68B11.38B5.26B836.00M2.85B2.68B11.01B3.02B13.14B3.48B13.58B3.50B13.80B16.69B66.37B75.00M209.00M489.50M16.00M42.00M1.82B9.42B17.14B
2024-03-31500.00M1.68B4.96B524.00M2.14B4.04B15.89B5.747622.63631.55B11.69B5.28B688.00M2.76B2.86B11.25B2.05B13.36B3.52B13.75B3.53B13.95B15.80B67.00B44.00M208.00M496.90M-8.00M29.00M4.46B9.03B17.64B
2023-12-31536.00M1.60B6.98B545.00M2.14B3.68B15.11B5.210320.12273.47B11.29B5.31B587.00M2.78B24.47B2.68B10.34B4.00B12.88B3.13B12.97B3.25B13.05B17.07B67.06B30.00M208.00M513.60M-24.00M12.00M2.77B4.97B19.50B
2023-09-30378.00M1.49B6.54B525.00M2.16B0.00003.97B13.67B5.450617.77803.68B10.13B5.27B734.00M2.84B2.79B9.11B4.06B11.62B3.45B11.51B3.52B11.90B16.81B66.59B60.00M209.00M512.60M58.00M85.00M380.00M3.13B20.51B
2023-06-30261.00M1.39B7.39B542.00M2.18B2.50004.19B12.67B5.673816.23302.99B8.65B5.29B752.00M2.63B2.92B8.36B3.25B10.04B3.65B10.49B3.65B10.94B17.32B64.77B74.00M204.00M515.00M3.00M25.00M1.43B4.13B18.26B
2023-03-31422.00M1.37B6.79B532.00M2.19B3.26B10.97B3.740913.69081.15B7.65B5.31B708.00M2.31B1.94B7.11B1.57B9.03B2.73B8.78B2.63B9.39B15.86B61.70B44.00M197.00M519.40M-25.00M54.00M400.00M3.81B18.17B
2022-12-31428.00M1.30B7.00B558.00M2.22B2.24B10.12B2.741312.64142.31B6.47B5.29B644.00M2.07B25.71B1.45B6.71B2.74B7.77B1.68B7.90B2.10B8.75B16.60B59.43B31.00M193.00M530.40M49.00M51.00M921.00M4.23B15.89B
2022-09-30282.00M1.29B6.35B551.00M2.25B0.00002.98B10.08B3.868513.97082.20B5.15B6.09B527.00M1.85B2.04B7.37B2.48B6.44B2.42B7.83B2.56B9.21B14.99B56.63B55.00M193.00M527.60M-2.00M15.00M1.39B4.36B15.62B
Copy table — 8 periods, ~4,137 characters
end,Capex,Capex_TTM,CashAndEquivalents,DepreciationAndAmortization,DepreciationAndAmortization_TTM,DividendsPerShare,DividendsPerShare_TTM,EBITDA_QUARTERLY,EBITDA_TTM,EPS_QUARTERLY_CALC,EPS_TTM_CALC,FCF_QUARTERLY,FCF_TTM,Goodwill,IncomeTaxExpense,IncomeTaxExpense_TTM,LongTermDebt,NetIncomeLoss,NetIncomeLoss_TTM,OperatingCashFlow,OperatingCashFlow_TTM,OperatingIncomeLoss,OperatingIncomeLoss_TTM,PretaxIncome,PretaxIncome_TTM,Revenue,Revenue_TTM,ShareBasedCompensation,ShareBasedCompensation_TTM,SharesOutstanding,StockIssued,StockIssued_TTM,StockRepurchased,StockRepurchased_TTM,StockholdersEquity
2026-06-30,587000000.0,2871000000.0,6713000000.0,616000000.0,2379000000.0,3.14,,4911000000.0,15471000000.0,7.768648648648648,23.446486486486485,3784000000.0,10698000000.0,5859000000.0,1055000000.0,3273000000.0,,3593000000.0,10844000000.0,4371000000.0,13569000000.0,4295000000.0,13092000000.0,4558000000.0,13922000000.0,20543000000.0,74729000000.0,92000000.0,257000000.0,462500000.0,-24000000.0,-78000000.0,1494000000.0,7224000000.0,19394000000.0
2026-03-31,728000000.0,2839000000.0,4072000000.0,595000000.0,2317000000.0,,,3680000000.0,13974000000.0,5.4723057106054105,20.24474023185917,1142000000.0,9481000000.0,5865000000.0,670000000.0,2864000000.0,,2549000000.0,9430000000.0,1870000000.0,12320000000.0,3085000000.0,11657000000.0,3211000000.0,12182000000.0,17415000000.0,70755000000.0,54000000.0,251000000.0,465800000.0,-97000000.0,-49000000.0,5028000000.0,6558000000.0,18660000000.0
2025-12-31,898000000.0,2821000000.0,9980000000.0,598000000.0,2262000000.0,,,3258000000.0,13413000000.0,5.08575058225704,18.81007834003811,2693000000.0,8918000000.0,5321000000.0,712000000.0,2768000000.0,30696000000.0,2402000000.0,8884000000.0,3591000000.0,11739000000.0,2660000000.0,11151000000.0,3026000000.0,11541000000.0,19133000000.0,67589000000.0,40000000.0,242000000.0,472300000.0,23000000.0,-16000000.0,340000000.0,5190000000.0,21318000000.0
2025-09-30,658000000.0,2626000000.0,7538000000.0,570000000.0,2219000000.0,0.0,,3622000000.0,13634000000.0,4.885301614273577,19.69626168224299,3079000000.0,8915000000.0,5329000000.0,836000000.0,2519000000.0,,2300000000.0,9273000000.0,3737000000.0,11541000000.0,3052000000.0,11415000000.0,3127000000.0,11758000000.0,17638000000.0,64671000000.0,71000000.0,254000000.0,470800000.0,20000000.0,-34000000.0,362000000.0,5490000000.0,20659000000.0
2025-06-30,555000000.0,2412000000.0,5442000000.0,554000000.0,2192000000.0,2.92,,3414000000.0,13702000000.0,4.621420996818664,20.014846235418876,2567000000.0,8961000000.0,5331000000.0,646000000.0,2325000000.0,,2179000000.0,9437000000.0,3122000000.0,11373000000.0,2860000000.0,11510000000.0,2818000000.0,11729000000.0,16569000000.0,63139000000.0,86000000.0,235000000.0,471500000.0,5000000.0,-47000000.0,828000000.0,5910000000.0,18663000000.0
2025-03-31,710000000.0,2198000000.0,3562000000.0,540000000.0,2169000000.0,,,3119000000.0,14301000000.0,4.198281282749948,20.83211066862293,579000000.0,9074000000.0,5270000000.0,574000000.0,2515000000.0,,2003000000.0,9939000000.0,1289000000.0,11272000000.0,2579000000.0,12132000000.0,2570000000.0,12411000000.0,14249000000.0,63259000000.0,45000000.0,224000000.0,477100000.0,-64000000.0,-36000000.0,3660000000.0,6902000000.0,18070000000.0
2024-12-31,703000000.0,1988000000.0,6889000000.0,555000000.0,2153000000.0,,,3479000000.0,15225000000.0,5.702901512055578,22.05149162239477,2690000000.0,10047000000.0,5241000000.0,463000000.0,2629000000.0,27351000000.0,2791000000.0,10792000000.0,3393000000.0,12035000000.0,2924000000.0,13072000000.0,3243000000.0,13373000000.0,16215000000.0,64809000000.0,52000000.0,223000000.0,489400000.0,5000000.0,20000000.0,640000000.0,7697000000.0,19494000000.0
2024-09-30,444000000.0,1821000000.0,5638000000.0,543000000.0,2143000000.0,0.0,,3690000000.0,15425000000.0,5.062666940620505,21.93753852475858,3125000000.0,10824000000.0,5317000000.0,642000000.0,2753000000.0,,2464000000.0,10677000000.0,3569000000.0,12645000000.0,3147000000.0,13282000000.0,3098000000.0,13379000000.0,16106000000.0,65664000000.0,52000000.0,201000000.0,486700000.0,7000000.0,-9000000.0,782000000.0,9823000000.0,19403000000.0

Calculated metrics

What the pipeline computes from the facts above. Quality flags are pulled out below rather than left as 0/1 columns between the ratios.

16 of 78 periods · 15 concepts · 1 null in every period shown — kept on purpose, an empty column is a finding

Calculated metrics for the selected ticker
endcapex_intensitycapex_intensity_quarterlydebt_to_equityeffective_tax_ratefcf_marginfcf_margin_quarterlyincome_yoy_growthnet_debt_to_ebitdaoperating_marginoperating_margin_quarterlypayout_ratiopayout_ratio_quarterlyrevenue_yoy_growthroerotce
2026-06-303.84%0.02860.235114.32%0.184214.91%17.52%0.20910.404218.36%55.91%0.8012
2026-03-314.01%0.04180.235113.40%0.0656-5.12%16.48%0.177111.85%50.54%0.7370
2025-12-314.17%0.04691.43990.239813.19%0.1408-17.68%1.544516.50%0.13904.29%41.67%0.5554
2025-09-304.06%0.03730.214213.79%0.1746-13.15%17.65%0.17300.0000-1.51%44.89%0.6049
2025-06-303.82%0.03350.198214.19%0.1549-14.26%18.23%0.17260.6318-4.87%50.57%0.7078
2025-03-313.47%0.04980.202614.34%0.0406-11.64%19.18%0.1810-5.58%55.00%0.7765
2024-12-313.07%0.04341.40300.196615.50%0.16594.42%1.344020.17%0.1803-3.36%55.36%0.7572
2024-09-302.77%0.02760.205816.48%0.194017.16%20.23%0.19540.0000-1.39%55.03%0.7580
2024-06-302.64%0.02040.206217.15%0.160631.66%20.47%0.20860.49482.47%64.23%0.9271
2024-03-312.50%0.03160.197917.45%0.098258.18%20.53%0.22278.59%63.75%0.9094
2023-12-312.38%0.03141.25480.213116.83%0.203154.14%1.157819.33%0.183612.84%52.99%0.7281
2023-09-302.24%0.02250.238515.22%0.219023.63%17.29%0.20520.000017.59%44.44%0.5980
2023-06-302.15%0.01510.240413.35%0.172523.74%16.19%0.21090.440619.88%45.79%0.6449
2023-03-312.22%0.02660.245712.41%0.07269.47%14.23%0.172217.14%39.14%0.5529
2022-12-312.18%0.02581.61810.236210.89%0.13923.33%1.848313.30%0.101216.59%42.19%0.6324
2022-09-302.27%0.01880.20109.10%0.146743.15%13.84%0.16170.000016.98%47.18%0.7735
Copy table — 8 periods, ~2,233 characters
end,capex_intensity,capex_intensity_quarterly,debt_to_equity,effective_tax_rate,fcf_margin,fcf_margin_quarterly,income_yoy_growth,net_debt_to_ebitda,operating_margin,operating_margin_quarterly,payout_ratio,payout_ratio_quarterly,revenue_yoy_growth,roe,rotce
2026-06-30,0.03841882000294397,0.028574210193253177,,0.23509553225111335,0.14315727495349864,0.18419899722533223,0.14909399173466142,,0.17519303081802245,0.209073650391861,,0.4041887002504871,0.18356324933876045,0.5591420026812416,0.8011821204285187
2026-03-31,0.04012437283584199,0.04180304335343095,,0.23510096864225907,0.13399759734294397,0.0655756531725524,-0.05121239561324076,,0.16475160766023603,0.17714613838644847,,,0.11849697276276894,0.5053590568060021,0.7370066432200079
2025-12-31,0.041737560845699746,0.04693461558563738,1.4399099352659723,0.23984056840828352,0.13194454718963144,0.14075158103799718,-0.1767976278724982,1.5444717811078803,0.16498246756128956,0.13902681231380337,,,0.04289527689055528,0.4167370297401257,0.5553541288991686
2025-09-30,0.040605526433795676,0.03730581698605284,,0.2142371151556387,0.13785158726477093,0.17456627735570926,-0.13149761168867657,,0.17650879064804936,0.1730354915523302,,0.0,-0.015122441520467822,0.4488600609903674,0.6048923679060665
2025-06-30,0.038201428594054385,0.03349628824913996,,0.1982266177849774,0.14192495921696574,0.15492787736133742,-0.14263650404288175,,0.18229620361424792,0.1726115034099825,,0.6318402937127122,-0.04865296528447449,0.505652896104592,0.7078457845784578
2025-03-31,0.034746044041164104,0.049828058109341,,0.20264281685601482,0.1434420398678449,0.04063443048634992,-0.11637624466571839,,0.19178298740100222,0.18099515755491613,,,-0.055793542994462486,0.5500276701715551,0.776484375
2024-12-31,0.030674751963461866,0.043354918285538085,1.4030470914127424,0.1965901443206461,0.15502476507892424,0.16589577551649706,0.04421867440735361,1.3439737274220034,0.20170038111990618,0.1803268578476719,,,-0.03356695496570239,0.5536062378167641,0.7571739282957973
2024-09-30,0.027732090643274854,0.027567366198932075,,0.20577023693848567,0.1648391812865497,0.19402707065689806,0.17162295621639423,,0.20227217348927876,0.19539302123432262,,0.0,-0.0138615645696607,0.5502757305571303,0.757986653414738

Quality flags

Distortion of data.

Quality flags, how often and how recently
flagraisedperiods evaluatedmost recent
buyback_distortion_flag072
fcf_exceeds_ebitda7632017-09-30
inorganic_contaminated1682011-09-30
low_tax_rate_flag2652010-03-31
share_count_jump_flag072
Per-period flag values
Quality flags per period
endbuyback_distortion_flagfcf_exceeds_ebitdainorganic_contaminatedlow_tax_rate_flagshare_count_jump_flag
2026-06-3000000
2026-03-3100000
2025-12-3100000
2025-09-3000000
2025-06-3000000
2025-03-3100000
2024-12-3100000
2024-09-3000000
2024-06-3000000
2024-03-3100000
2023-12-3100000
2023-09-3000000
2023-06-3000000
2023-03-3100000
2022-12-3100000
2022-09-3000000

Valuation history

Multiples over time, priced off the closing price nearest each period end.

16 of 75 periods · 10 concepts · 1 null in every period shown — kept on purpose, an empty column is a finding

Valuation history for the selected ticker
endbuyback_distortion_flagdividend_yieldev_ebitdaev_fcfev_salespb_ratiope_ratiope_to_revenue_growthpfcf_ex_sbcpfcf_ratio
2026-06-300.000025.348345.33422.469747.084045.9529
2026-03-310.000017.618634.86362.942235.619034.6761
2025-12-310.000021.593932.47804.285312.614830.27057.056830.996230.1551
2025-09-300.000010.776824.009325.705824.9734
2025-06-300.00009.684719.152920.713520.1703
2025-03-310.00008.557315.557917.472317.0410
2024-12-310.000012.761519.33842.99798.917216.107417.694617.3018
2024-09-300.00009.571717.394417.482817.1582
2024-06-300.00009.245714.39405.837914.181413.9210
2024-03-310.00009.990315.67211.825515.354015.0808
2023-12-310.000010.842814.51412.44317.503514.15981.102413.207712.9643
2023-09-300.00006.542414.72230.837113.520613.2417
2023-06-300.00006.621814.46020.727514.314713.9771
2023-03-310.00006.207015.86000.925415.124114.7348
2022-12-310.000013.701621.43772.33407.550917.89591.078719.116118.5459
2022-09-300.00005.198311.01720.648816.379115.7654
Copy table — 8 periods, ~1,047 characters
end,buyback_distortion_flag,dividend_yield,ev_ebitda,ev_fcf,ev_sales,pb_ratio,pe_ratio,pe_to_revenue_growth,pfcf_ex_sbc,pfcf_ratio
2026-06-30,0.0,,,,,25.348267658993276,45.334221964082964,2.4696785509838093,47.08402480399537,45.952916711396114
2026-03-31,0.0,,,,,17.618635484832403,34.863598955140255,2.9421510222828404,35.61903988591253,34.67606140143156
2025-12-31,0.0,,21.59390931982309,32.478033831216315,4.285299467469368,12.614837494454784,30.270498166004852,7.056837106620901,30.996208587688695,30.155091467457627
2025-09-30,0.0,,,,,10.776810470131245,24.009287986891124,,25.705822364904908,24.97342989371188
2025-06-30,0.0,,,,,9.684720067421429,19.152901411283896,,20.713491934252364,20.170285751398964
2025-03-31,0.0,,,,,8.557283211028833,15.55791403796066,,17.472328545004636,17.041008113653408
2024-12-31,0.0,,12.761470680675288,19.338448403830125,2.997938420794662,8.917174059366022,16.107430607235102,,17.69456342765485,17.301820554720937
2024-09-30,0.0,,,,,9.571715701010364,17.394399152074936,,17.482820271740948,17.158167012814495

Current snapshot

44 concepts · as of 2026-09-18 · one row per concept, so a profile that does not apply is simply absent

Current snapshot for CAT
conceptavg_ev_ebitda_5yavg_ev_ebitda_5y_divergesavg_ev_ebitda_5y_history_too_shortavg_ev_ebitda_5y_medianavg_pe_5yavg_pe_5y_divergesavg_pe_5y_history_too_shortavg_pe_5y_medianavg_pfcf_5yavg_pfcf_5y_divergesavg_pfcf_5y_history_too_shortavg_pfcf_5y_mediancapex_intensitycashdays_past_expected_filingdays_since_last_filingdebtebitda_ttmeps_ttmequityevev_ebitdaev_fcfev_salesfcf_ttmfiling_likely_overduefundamentals_stalemarket_capnet_debtp_ffo_band_elevatedpb_ratiope_ratiope_ratio_band_elevatedpe_to_revenue_growthpfcf_ex_sbcpfcf_ratiopfcf_ratio_band_elevatedpricerevenue_ttmshares_basisshares_delta_pctshares_outstandingshares_source_is_edgaryoy_growth
value13.66470.00001.000013.153417.21260.00000.000016.115617.93820.00000.000017.14803.84%6.71B-53.000080.000030.70B15.47B23.446519.39B391.07B25.277336.55505.233110.70B0.00000.0000367.08B23.98B0.000018.927634.05930.00001.855535.157834.31320.0000798.570074.73B0.00000.6146459.67M0.00000.1836
Copy table — ~1,258 characters
concept,value
avg_ev_ebitda_5y,13.664682305011638
avg_ev_ebitda_5y_diverges,0.0
avg_ev_ebitda_5y_history_too_short,1.0
avg_ev_ebitda_5y_median,13.153421238726681
avg_pe_5y,17.212572521162997
avg_pe_5y_diverges,0.0
avg_pe_5y_history_too_short,0.0
avg_pe_5y_median,16.115595256880553
avg_pfcf_5y,17.93818956619436
avg_pfcf_5y_diverges,0.0
avg_pfcf_5y_history_too_short,0.0
avg_pfcf_5y_median,17.148049766312838
capex_intensity,0.03841882000294397
cash,6713000000.0
days_past_expected_filing,-53.0
days_since_last_filing,80.0
debt,30696000000.0
ebitda_ttm,15471000000.0
eps_ttm,23.446486486486485
equity,19394000000.0
ev,391065576108.73004
ev_ebitda,25.277330237782305
ev_fcf,36.555017396590955
ev_sales,5.233116676373697
fcf_ttm,10698000000.0
filing_likely_overdue,0.0
fundamentals_stale,0.0
market_cap,367082576108.73004
net_debt,23983000000.0
p_ffo_band_elevated,0.0
pb_ratio,18.927636181743324
pe_ratio,34.05926088159351
pe_ratio_band_elevated,0.0
pe_to_revenue_growth,1.8554509687687086
pfcf_ex_sbc,35.15779868870128
pfcf_ratio,34.313196495487944
pfcf_ratio_band_elevated,0.0
price,798.57
revenue_ttm,74729000000.0
shares_basis,0.0
shares_delta_pct,0.614588933962847
shares_outstanding,459674889.0
shares_source_is_edgar,0.0
yoy_growth,0.18356324933876045