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Microsoft Excel LibreOffice Calc

Caterpillar Inc. (CAT)


Analysis of Long-term (Investment) Activity Ratios

Beginner level


Long-term Activity Ratios (Summary)

Caterpillar Inc., long-term (investment) activity ratios

Microsoft Excel LibreOffice Calc
Dec 31, 2019 Dec 31, 2018 Dec 31, 2017 Dec 31, 2016 Dec 31, 2015
Net fixed asset turnover
Net fixed asset turnover (including operating lease, right-of-use asset)
Total asset turnover
Equity turnover

Based on: 10-K (filing date: 2020-02-19), 10-K (filing date: 2019-02-14), 10-K (filing date: 2018-02-15), 10-K (filing date: 2017-02-15), 10-K (filing date: 2016-02-16).

Long-term activity ratio Description The company
Net fixed asset turnover An activity ratio calculated as total revenue divided by net fixed assets. Caterpillar Inc.’s net fixed asset turnover ratio improved from 2017 to 2018 and from 2018 to 2019.
Net fixed asset turnover (including operating lease, right-of-use asset) An activity ratio calculated as total revenue divided by net fixed assets (including operating lease, right-of-use asset). Caterpillar Inc.’s net fixed asset turnover ratio (with operating lease, right-of-use asset) improved from 2017 to 2018 but then slightly deteriorated from 2018 to 2019.
Total asset turnover An activity ratio calculated as total revenue divided by total assets. Caterpillar Inc.’s total asset turnover ratio improved from 2017 to 2018 but then slightly deteriorated from 2018 to 2019.
Equity turnover An activity ratio calculated as total revenue divided by shareholders’ equity. Caterpillar Inc.’s equity turnover ratio improved from 2017 to 2018 but then slightly deteriorated from 2018 to 2019.

Net Fixed Asset Turnover

Caterpillar Inc., net fixed asset turnover calculation, comparison to benchmarks

Microsoft Excel LibreOffice Calc
Dec 31, 2019 Dec 31, 2018 Dec 31, 2017 Dec 31, 2016 Dec 31, 2015
Selected Financial Data (US$ in millions)
Sales of Machinery, Energy & Transportation
Property, plant and equipment, net
Long-term Activity Ratio
Net fixed asset turnover1
Benchmarks
Net Fixed Asset Turnover, Competitors2
Illinois Tool Works Inc.
Net Fixed Asset Turnover, Sector
Industrial Engineering
Net Fixed Asset Turnover, Industry
Industrials

Based on: 10-K (filing date: 2020-02-19), 10-K (filing date: 2019-02-14), 10-K (filing date: 2018-02-15), 10-K (filing date: 2017-02-15), 10-K (filing date: 2016-02-16).

1 2019 Calculation
Net fixed asset turnover = Sales of Machinery, Energy & Transportation ÷ Property, plant and equipment, net
= ÷ =

2 Click competitor name to see calculations.

Long-term activity ratio Description The company
Net fixed asset turnover An activity ratio calculated as total revenue divided by net fixed assets. Caterpillar Inc.’s net fixed asset turnover ratio improved from 2017 to 2018 and from 2018 to 2019.

Net Fixed Asset Turnover (including Operating Lease, Right-of-Use Asset)

Caterpillar Inc., net fixed asset turnover (including operating lease, right-of-use asset) calculation, comparison to benchmarks

Microsoft Excel LibreOffice Calc
Dec 31, 2019 Dec 31, 2018 Dec 31, 2017 Dec 31, 2016 Dec 31, 2015
Selected Financial Data (US$ in millions)
Sales of Machinery, Energy & Transportation
 
Property, plant and equipment, net
Operating lease right-of-use assets (recognized in Other assets)
Property, plant and equipment, net (including operating lease, right-of-use asset)
Long-term Activity Ratio
Net fixed asset turnover (including operating lease, right-of-use asset)1
Benchmarks
Net Fixed Asset Turnover (including Operating Lease, Right-of-Use Asset), Competitors2
Illinois Tool Works Inc.
Net Fixed Asset Turnover (including Operating Lease, Right-of-Use Asset), Sector
Industrial Engineering
Net Fixed Asset Turnover (including Operating Lease, Right-of-Use Asset), Industry
Industrials

Based on: 10-K (filing date: 2020-02-19), 10-K (filing date: 2019-02-14), 10-K (filing date: 2018-02-15), 10-K (filing date: 2017-02-15), 10-K (filing date: 2016-02-16).

1 2019 Calculation
Net fixed asset turnover (including operating lease, right-of-use asset) = Sales of Machinery, Energy & Transportation ÷ Property, plant and equipment, net (including operating lease, right-of-use asset)
= ÷ =

2 Click competitor name to see calculations.

Long-term activity ratio Description The company
Net fixed asset turnover (including operating lease, right-of-use asset) An activity ratio calculated as total revenue divided by net fixed assets (including operating lease, right-of-use asset). Caterpillar Inc.’s net fixed asset turnover ratio (with operating lease, right-of-use asset) improved from 2017 to 2018 but then slightly deteriorated from 2018 to 2019.

Total Asset Turnover

Caterpillar Inc., total asset turnover calculation, comparison to benchmarks

Microsoft Excel LibreOffice Calc
Dec 31, 2019 Dec 31, 2018 Dec 31, 2017 Dec 31, 2016 Dec 31, 2015
Selected Financial Data (US$ in millions)
Sales of Machinery, Energy & Transportation
Total assets
Long-term Activity Ratio
Total asset turnover1
Benchmarks
Total Asset Turnover, Competitors2
Illinois Tool Works Inc.
Total Asset Turnover, Sector
Industrial Engineering
Total Asset Turnover, Industry
Industrials

Based on: 10-K (filing date: 2020-02-19), 10-K (filing date: 2019-02-14), 10-K (filing date: 2018-02-15), 10-K (filing date: 2017-02-15), 10-K (filing date: 2016-02-16).

1 2019 Calculation
Total asset turnover = Sales of Machinery, Energy & Transportation ÷ Total assets
= ÷ =

2 Click competitor name to see calculations.

Long-term activity ratio Description The company
Total asset turnover An activity ratio calculated as total revenue divided by total assets. Caterpillar Inc.’s total asset turnover ratio improved from 2017 to 2018 but then slightly deteriorated from 2018 to 2019.

Equity Turnover

Caterpillar Inc., equity turnover calculation, comparison to benchmarks

Microsoft Excel LibreOffice Calc
Dec 31, 2019 Dec 31, 2018 Dec 31, 2017 Dec 31, 2016 Dec 31, 2015
Selected Financial Data (US$ in millions)
Sales of Machinery, Energy & Transportation
Equity attributable to common stockholders
Long-term Activity Ratio
Equity turnover1
Benchmarks
Equity Turnover, Competitors2
Illinois Tool Works Inc.
Equity Turnover, Sector
Industrial Engineering
Equity Turnover, Industry
Industrials

Based on: 10-K (filing date: 2020-02-19), 10-K (filing date: 2019-02-14), 10-K (filing date: 2018-02-15), 10-K (filing date: 2017-02-15), 10-K (filing date: 2016-02-16).

1 2019 Calculation
Equity turnover = Sales of Machinery, Energy & Transportation ÷ Equity attributable to common stockholders
= ÷ =

2 Click competitor name to see calculations.

Long-term activity ratio Description The company
Equity turnover An activity ratio calculated as total revenue divided by shareholders’ equity. Caterpillar Inc.’s equity turnover ratio improved from 2017 to 2018 but then slightly deteriorated from 2018 to 2019.