GradedCalls Analysts
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Public news sources, graded against Yahoo Finance adjusted closes (adjusted for splits and dividends) through 16 Oct 2026. Not investment advice.
GradedCallsGradedCallsGradedCalls Analysts
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NYSE · Industrials
Caterpillar · Machinery. Historical grades below use the calls in this ledger. The list is each analyst’s latest recommendation. The bar under it is the direction for grading, not a live street tally.
Direction for grading, from the latest active call of each analyst. Strong Buy, Buy, Overweight, and Outperform count as Buy. Hold, Neutral, and Equal-Weight count as Hold. Underperform, Underweight, and Sell count as Sell. The recommendation on the call — Target raise, Upgrade to Buy, Reiterate Overweight — is a separate label.
Overall factor · 2W
8.6/100Average of active call grades
GC score1/10GC 1→GC 10
GC 1–4. Under 40 is WEAK on the GC Scale.
The overall factor is the average of the 0–100 grades on active calls at this horizon. A call superseded by a later note on the same ticker within 90 days stays visible and does not enter this average, the GC score, or the hit rate. How this is computed
Active graded
9
| Analyst | Firm | N | Hit | Overall factor/100 · GC 1–10 |
|---|---|---|---|---|
| Michael Shlisky | D.A. Davidson | 2 | 0% | 33.1/1004/10 |
| Mircea Dobre | Baird | 1 | 0% | 11.6/1002/10 |
| Adam Seiden | Barclays | 1 | 0% | 0 |
These calls count toward the overall factor once the horizon has a price. An open window is listed and is not in the average yet.
| Date | Analyst | Recommendation | Directionfor grading | Target | Then | After | Return | Grade |
|---|---|---|---|---|---|---|---|---|
| Oct 14, 2026 | Kristen OwenOppenheimer | Target cut Desk rating stays Outperform | Buy | — | — | |||
| Oct 12, 2026 Supersedes Supersedes prior call on Jul 14, 2026 (within 90 days). Prior call |
In this factor
Superseded
5
Visible, not scored
Hit rate
0%
Active calls only
If followed
-3.6%
Active directional calls
Active calls on CAT were a full hit 0% of the time. Hit rate is not the rank.
| David Raso | Evercore | 1 | 0% | 0/100—/10 EXIT LIQUIDITY |
| Jerry Revich | Wells Fargo | 1 | 0% | 0/100—/10 EXIT LIQUIDITY |
| Kristen Owen | Oppenheimer | 1 | 0% | 0/100—/10 EXIT LIQUIDITY |
| Steven Fisher | UBS | 1 | 0% | 0/100—/10 EXIT LIQUIDITY |
| Tami Zakaria | JPMorgan | 1 | 0% | 0/100—/10 EXIT LIQUIDITY |
| Kyle MengesCiti |
| Target cut Desk rating stays Buy |
| Buy |
| — |
| — |
| Oct 5, 2026 Supersedes Supersedes prior call on Aug 5, 2026 (within 90 days). Prior call | Jamie CookTruist | Target cut Desk rating stays Buy | Buy | — | — |
| Aug 11, 2026 | David RasoEvercore | Target cut Desk rating stays Outperform | Buy | $811.29 | -3.8% | Miss |
| Aug 6, 2026 | Adam SeidenBarclays | Target raise Desk rating stays Equal-Weight | Hold | $815.39 | -4.9% | Miss |
| Aug 6, 2026 | Michael ShliskyD.A. Davidson | Target raise Desk rating stays Neutral | Hold | $815.39 | -4.9% | Miss |
| Aug 5, 2026 Supersedes Supersedes prior call on Jun 2, 2026 (within 90 days). Prior call | Steven FisherUBS | Target raise Desk rating stays Neutral | Hold | $816.15 | -6.3% | Miss |
| Jul 29, 2026 | Mircea DobreBaird | Downgrade to Neutral Desk rating Outperform → Neutral | Hold | $855.60 | +9.3% | Miss |
| Jul 13, 2026 | Kristen OwenOppenheimer | Target raise Desk rating stays Outperform | Buy | $873.28 | -6.1% | Miss |
| Jun 23, 2026 | Jerry RevichWells Fargo | Target raise Desk rating stays Overweight | Buy | $938.38 | -4.5% | Miss |
| May 4, 2026 | Michael ShliskyD.A. Davidson | Target raise Desk rating stays Neutral | Hold | $862.35 | -1.2% | Near |
| May 1, 2026 | Tami ZakariaJPMorgan | Target raise Desk rating stays Overweight | Buy | $886.67 | -0.2% | Miss |
History only. A later call on the same ticker within 90 days replaced these. The notes stay. They do not enter the overall factor.
| Date | Analyst | Recommendation | Directionfor grading | Target | Then | After | Return | Grade |
|---|---|---|---|---|---|---|---|---|
| Aug 5, 2026 NullifiedSupersedes Nullified — superseded by later call on Oct 5, 2026 (within 90 days). Later call Supersedes prior call on Jul 2, 2026 (within 90 days). Prior call | Jamie CookTruist | Target raise Desk rating stays Buy | Buy | $816.15 | -6.3% | Miss Not scored | ||
| Jul 14, 2026 NullifiedSupersedes Nullified — superseded by later call on Oct 12, 2026 (within 90 days). Later call Supersedes prior call on May 4, 2026 (within 90 days). Prior call | Kyle MengesCiti | Target raise Desk rating stays Buy | Buy | $840.85 | -9.7% | Miss Not scored | ||
| Jul 2, 2026 Nullified Nullified — superseded by later call on Aug 5, 2026 (within 90 days). Later call | Jamie CookTruist | Target raise Desk rating stays Buy | Buy | $875.55 | -9.0% | Miss Not scored | ||
| Jun 2, 2026 Nullified Nullified — superseded by later call on Aug 5, 2026 (within 90 days). Later call | Steven FisherUBS | Target raise Desk rating stays Neutral | Hold | $943.71 | +3.9% | Miss Not scored | ||
| May 4, 2026 Nullified Nullified — superseded by later call on Jul 14, 2026 (within 90 days). Later call | Kyle MengesCiti | Target raise Desk rating stays Buy | Buy | $862.35 | -1.2% | Miss Not scored |