CAT (CAT)

Secondary decision view: valuation · portfolio context · the data you need before acting on a single-source signal.
Neutral

CAT is rated NEUTRAL because the current price of $903.97 trades far above all calculated floor values, indicating no clear undervaluation, while implied volatility is at a 1-year high.

  • The current price of $903.97 is 507.3% above the buyzone floor, placing the stock in the 'far' bucket with no margin of safety.
  • All three primary floor estimates (dividend floor $148.86, valuation floor $313.17, EPV floor $191.71) are well below the current price, confirming a lack of downside support.
  • Implied volatility rank is 99.1% (high) with no risk alerts active, suggesting elevated option premiums but no fundamental distress signals.
Verdict bucket from deterministic rule (validation / floor distance / risk alerts). LLM narration only — never picks the bucket.

BUY-ZONE DECISION rule signal

$903.97 $148.86 engine floor
far above at floor

CAT is far above the floor (~507.3% above) — adding here means paying a premium vs. your own threshold. Wait or take partial position only with a strong directional view.

RULES & ALERTS FIRING

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VALUATION

Valuation data not yet available for this ticker. Try again in a few minutes.

Floor Engine

ideal USD 903.97 Confidence high
discount-to-floor: 6.07×
DIVIDEND high
USD 148.86
Yield reverts to historical 95th-percentile (extreme yield level)
45y dividend history (≥10), dividend method reliable
VALUATION high
USD 313.17
PE reverts to historical 5th-percentile (extreme undervaluation)
EPV high
USD 191.71
Zero-growth scenario + current cash/debt (Greenwald franchise value)
EPV GROWTH PREMIUM low
USD 294.41
EPV × franchise-value multiplier (compounder premium when ROIC > WACC)

YOUR WATCHLIST CONTEXT

○ anonymous
What you'll see after sign-in
Your floor
$XXX.XX
Your golden
$XXX.XX
Market
XXX

· Your personal floor / golden price overlay on the live price

· Per-ticker rule alerts when this stock crosses your thresholds

· Position P&L overlay — what this ticker means inside your full portfolio

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IMPLIED VOLATILITY

CURRENT IV 46.0% HV (30D) 42.0% IV RANK (1Y) 99 HIGH
IV vs HV · last 1 year

Earnings Reactions

CAT
8 earnings events · last 2 years
Avg Gap%
+0.72%
Avg Day%
+2.74%
Up Hit Rate
50%
Next Earnings · est.
2026-08-04
in 83d
24-08
24-10
25-01
25-04
25-08
25-10
26-01
26-04
Bar height = |Gap%| normalized to the period max. Green = up, red = down.
Date Time EPS Surprise Gap% Day% Week%
2026-04-30 BMO 5.47 +19.6% +5.75% +9.88% +10.57%
2026-01-29 BMO 5.16 +9.5% +1.85% +3.41% +5.45%
2025-10-29 BMO 4.95 +9.4% +6.43% +11.63% +8.52%
2025-08-05 BMO 4.62 -3.5% -1.40% +0.12% -4.84%
2025-04-30 BMO 4.20 -3.1% +2.54% +0.61% +4.19%
2025-01-30 BMO 5.14 +2.2% -5.02% -4.64% -7.06%
2024-10-30 BMO 5.17 -3.4% -3.49% -2.13% +7.58%
2024-08-06 BMO 5.99 +8.1% -0.87% +3.04% +6.94%

Is CAT (CAT) overvalued right now?

Whether CAT (CAT) is overvalued depends on the lens you use: trailing P/E vs its own history, CAPE vs the broader market, earnings yield vs Treasury yields. We surface all three so you don't have to pick one in isolation.

CAT (CAT) — what's the SELL PUT risk profile?

Selling cash-secured puts on CAT (CAT) is a common income strategy, but the right strike depends on your floor price (the level you'd happily own at) and the option chain's buffer/APY tradeoff. The full ladder view (deferred to a future release) ranks candidates by buffer percentage first, then APY — see the option ladder methodology for why buffer matters more than yield in this strategy.

CAT (CAT) — which option strategy fits your view?

If you're bullish long-term but cautious near-term on CAT (CAT), SELL PUT into your floor zone collects premium while waiting for a better entry. If you already own it and are neutral-to-mildly-bullish, COVERED CALL caps upside but harvests time decay. The wrong strategy on the right ticker still loses money — match the trade to your view, not the other way around.

CAT (CAT) — is now a good entry?

Entry timing on CAT (CAT) is a function of your floor price (hard buy zone) and golden price (back-the-truck-up zone). Both are personal — set them in your watchlist and we'll alert you when the market hits either level.

FAQ

Why does CAT show different P/E numbers on different sites?

Different data providers use different earnings windows (TTM vs forward, GAAP vs adjusted) and update at different cadences. We surface trailing P/E with a 5-year percentile rank to give context — a P/E of 30 is hot for one stock and cold for another.

Does this page show CAT's implied volatility?

Not on this v0 page — the dedicated volatility tool covers IV with multi-source voting (IBKR + Polygon + yfinance). For pure IV lookup, use /tools/volatility. This page is for decision-stage queries that pull together valuation + portfolio context.

How is this different from Yahoo Finance or 雪球's CAT page?

Those sites are great for raw data discovery — last price, news, headline P/E. This page is built for the second look: you've already seen a single-dimension signal somewhere else, now you need multi-dimensional decision context (your floor, the valuation percentile, your portfolio overlay) in one view, not five tabs.