CAT vs. RTX: Caterpillar vs. RTX Stock Comparison
How do Caterpillar (CAT) and RTX (RTX) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Caterpillar (CAT) and RTX (RTX) both fall under the Capital Goods industry group, but CAT is classified in Machinery while RTX is classified in Aerospace & Defense.
| Profile Item | CAT | RTX |
|---|---|---|
| Name | Caterpillar Inc. | RTX Corporation |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Machinery | Aerospace & Defense |
| GICS Sub-Industry | Construction Machinery & Heavy Transportation Equipment | Aerospace & Defense |
| Market Capitalization | 446.74 billion USD | 271.18 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | January 2, 1962 | April 2, 1962 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | CAT | RTX |
|---|---|---|
| Total Return (1Y) | 146.42% | 40.36% |
| Total Return (3Y, Annualized) | 61.57% | 29.83% |
| Total Return (5Y, Annualized) | 37.79% | 21.26% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
Caterpillar (CAT) has an aggressive beta of 1.59, indicating higher sensitivity to broad-market moves, while RTX (RTX) is defensive at 0.30 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.
| Metric | CAT | RTX |
|---|---|---|
| Volatility (1Y, Annualized) | 37.68% | 24.86% |
| Beta (5Y) | 1.59 | 0.30 |
| Max Drawdown (5Y) | -34.05% | -32.84% |
| Avg. Volume (3M) | 2.95M | 5.45M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | CAT | RTX |
|---|---|---|
| Sharpe Ratio (1Y) | 3.78 | 1.46 |
| Sortino Ratio (1Y) | 6.41 | 2.34 |
Profitability
ROE (TTM)
Caterpillar (CAT) at 51.33% clears its industry range for ROE, a sharper capital-efficiency signal than RTX (RTX) at 11.57%, which is closer to a typical peer reading.
CAT
Capital Goods industry group
51.33%
- CAT
- 51.33%
- Max
- 45.43%
- Q3
- 19.97%
- Median
- 11.29%
- Q1
- 2.90%
- Min
- -22.65%
RTX
Capital Goods industry group
11.57%
- Max
- 45.43%
- Q3
- 19.97%
- RTX
- 11.57%
- Median
- 11.29%
- Q1
- 2.90%
- Min
- -22.65%
Net Margin (TTM)
Caterpillar (CAT) at 13.33% retains a top-quartile share of revenue as profit, ahead of RTX (RTX) at 8.03%, which keeps about the industry-typical share.
CAT
Capital Goods industry group
13.33%
- Max
- 24.69%
- CAT
- 13.33%
- Q3
- 11.54%
- Median
- 5.87%
- Q1
- 0.48%
- Min
- -13.94%
RTX
Capital Goods industry group
8.03%
- Max
- 24.69%
- Q3
- 11.54%
- RTX
- 8.03%
- Median
- 5.87%
- Q1
- 0.48%
- Min
- -13.94%
Operating Margin (TTM)
Caterpillar (CAT) at 18.18% operates in the top operating margin quartile, ahead of RTX (RTX) at 13.18%, which runs around its industry’s norm.
CAT
Capital Goods industry group
18.18%
- Max
- 29.84%
- CAT
- 18.18%
- Q3
- 15.95%
- Median
- 8.30%
- Q1
- 1.86%
- Min
- -17.50%
RTX
Capital Goods industry group
13.18%
- Max
- 29.84%
- Q3
- 15.95%
- RTX
- 13.18%
- Median
- 8.30%
- Q1
- 1.86%
- Min
- -17.50%
Profitability Metrics
| Metric | CAT | RTX |
|---|---|---|
| ROE (TTM) | 51.33% | 11.57% |
| ROA (TTM) | 8.52% | 4.05% |
| Net Margin (TTM) | 13.33% | 8.03% |
| Operating Margin (TTM) | 18.18% | 13.18% |
| Gross Margin (TTM) | 28.60% | 20.21% |
Growth
Revenue Growth
Revenue Growth Metrics
| Metric | CAT | RTX |
|---|---|---|
| Revenue Growth (YoY) | 4.29% | 9.74% |
| Revenue Growth (3Y CAGR) | 4.38% | 9.72% |
EPS Growth
EPS Growth Metrics
| Metric | CAT | RTX |
|---|---|---|
| EPS Growth (YoY) | -14.69% | 39.72% |
| EPS Growth (3Y CAGR) | 14.17% | 12.32% |
Financial Strength
Current Ratio (MRQ)
Both Caterpillar (CAT) at 1.35 and RTX (RTX) at 1.02 run current ratio in the tighter-liquidity quartile of industry peers, leaving thinner cushions against current liabilities than typical competitors.
CAT
Capital Goods industry group
1.35
- Max
- 5.24
- Q3
- 2.98
- Median
- 2.12
- Q1
- 1.46
- CAT
- 1.35
- Min
- 0.71
RTX
Capital Goods industry group
1.02
- Max
- 5.24
- Q3
- 2.98
- Median
- 2.12
- Q1
- 1.46
- RTX
- 1.02
- Min
- 0.71
Debt / Equity (MRQ)
RTX (RTX) at 0.57 is near its industry mid-range for debt-to-equity ratio, while Caterpillar (CAT) at 2.31 sits above its benchmark range, pointing to a heavier debt load relative to equity.
CAT
Capital Goods industry group
2.31
- CAT
- 2.31
- Max
- 2.29
- Q3
- 1.08
- Median
- 0.62
- Q1
- 0.28
- Min
- 0.00
RTX
Capital Goods industry group
0.57
- Max
- 2.29
- Q3
- 1.08
- Median
- 0.62
- RTX
- 0.57
- Q1
- 0.28
- Min
- 0.00
Financial Strength Metrics
| Metric | CAT | RTX |
|---|---|---|
| Current Ratio (MRQ) | 1.35 | 1.02 |
| Debt / Equity (MRQ) | 2.31 | 0.57 |
| Net Debt / EBITDA | 2.73 | 2.10 |
Dividends
Dividend Yield (TTM)
RTX (RTX) at 1.37% delivers top-quartile income for its industry, while Caterpillar (CAT) at 0.63% pays a more typical yield — both are credible income propositions, RTX the richer one.
CAT
Capital Goods industry group
0.63%
- Max
- 2.61%
- Q3
- 1.05%
- CAT
- 0.63%
- Median
- 0.16%
- Q1
- 0.00%
- Min
- 0.00%
RTX
Capital Goods industry group
1.37%
- Max
- 2.61%
- RTX
- 1.37%
- Q3
- 1.05%
- Median
- 0.16%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Caterpillar (CAT) at 29.58% and RTX (RTX) at 51.03% pay out an above-typical share of earnings for their industries, leaving thinner cover if profits dip.
CAT
Capital Goods industry group
29.58%
- Max
- 72.02%
- CAT
- 29.58%
- Q3
- 29.57%
- Median
- 6.30%
- Q1
- 0.00%
- Min
- 0.00%
RTX
Capital Goods industry group
51.03%
- Max
- 72.02%
- RTX
- 51.03%
- Q3
- 29.57%
- Median
- 6.30%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | CAT | RTX |
|---|---|---|
| Dividend Yield (TTM) | 0.63% | 1.37% |
| Dividend Payout Ratio (TTM) | 29.58% | 51.03% |
Valuation
P/E Ratio (TTM)
Both Caterpillar (CAT) at 48.40 and RTX (RTX) at 37.71 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.
CAT
Capital Goods industry group
48.40
- Max
- 87.91
- Q3
- 50.21
- CAT
- 48.40
- Median
- 33.69
- Q1
- 23.18
- Min
- 6.09
RTX
Capital Goods industry group
37.71
- Max
- 87.91
- Q3
- 50.21
- RTX
- 37.71
- Median
- 33.69
- Q1
- 23.18
- Min
- 6.09
P/S Ratio (TTM)
RTX (RTX) at 3.00 is priced about in line with its industry on P/S ratio, while Caterpillar (CAT) at 6.31 sits in the pricier quartile — CAT costs more per dollar of sales.
CAT
Capital Goods industry group
6.31
- Max
- 10.39
- CAT
- 6.31
- Q3
- 4.98
- Median
- 2.71
- Q1
- 1.31
- Min
- 0.05
RTX
Capital Goods industry group
3.00
- Max
- 10.39
- Q3
- 4.98
- RTX
- 3.00
- Median
- 2.71
- Q1
- 1.31
- Min
- 0.05
P/B Ratio (MRQ)
RTX (RTX) at 4.09 sits near its industry’s typical P/B ratio, while Caterpillar (CAT) at 23.94 prices above its benchmark range — CAT looks rich relative to book.
CAT
Capital Goods industry group
23.94
- CAT
- 23.94
- Max
- 12.74
- Q3
- 6.45
- Median
- 3.82
- Q1
- 2.07
- Min
- -2.94
RTX
Capital Goods industry group
4.09
- Max
- 12.74
- Q3
- 6.45
- RTX
- 4.09
- Median
- 3.82
- Q1
- 2.07
- Min
- -2.94
Valuation Metrics
| Metric | CAT | RTX |
|---|---|---|
| P/E Ratio (TTM) | 48.40 | 37.71 |
| P/S Ratio (TTM) | 6.31 | 3.00 |
| P/B Ratio (MRQ) | 23.94 | 4.09 |
| Free Cash Flow Yield (TTM) | 0.85% | 2.67% |