Market sentiment flipped fast, as tariffs, recession fears, and shaky data have investors rattled, but I think panic has gone way too far. Despite fear, I'm sticking to my strategy: buy great companies during uncertainty. History shows that's how long-term investors win. I'm revisiting three underappreciated dividend growers I own, built for resilience, loaded with pricing power, and poised to outperform.
In the closing of the recent trading day, Caterpillar (CAT) stood at $294.25, denoting a +1.42% change from the preceding trading day.
I chose United Rentals over Caterpillar due to its resilience against tariffs and attractive valuation, buying at $560 after monitoring since January 2024. United Rentals, the world's largest equipment rental provider, boasts a $21.43B fleet, $15.3B FY24 revenue, and a 46.7% EBITDA margin. The company's diversified customer mix and strategic M&A activity ensure stability, with 94% of branches in the U.S. and minimal residential construction exposure.
Caterpillar Inc. CAT and Deere & Company DE are two of the world's leading heavy equipment manufacturers. Caterpillar, widely recognized by its signature yellow machines, manufactures construction and mining equipment serving a variety of sectors like infrastructure, construction, mining, oil and gas, and transportation.
The Investment Committee debate the latest Calls of the Day.
Caterpillar (CAT) has made a change at the top.
In the closing of the recent trading day, Caterpillar (CAT) stood at $293.45, denoting a +1.48% change from the preceding trading day.
So, how is everyone enjoying the roller coaster this morning?
Caterpillar (CAT) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
The stock market's nosedive last Thursday and Friday was not the worst two-day plunge in U.S. history.
Tariffs are spreading fear among investors and pushing for an increase in domestic manufacturing activity. Caterpillar and Deere are two iconic American manufacturers that will be partly affected by tariffs. In this article, I compare the two stocks to assess which one is the better pick right now.
Shares in Caterpillar (CAT -4.62%) were down by about 7.5% at 11 a.m. ET today as the market continued to sell off equities in the wake of tariff measures imposed on U.S. trade partners.