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 · 60D
49.8/100Average of active call grades
GC score5/10GC 1→GC 10
GC 5–7. From 40 up to 70 is PROVISIONAL 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 A call superseded by a later note on the same ticker within 90 days stays visible and does not enter this average, the GC score, or the hit rate.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
| Analyst | Firm | N | Hit | Overall factor/100 · GC 1–10 |
|---|---|---|---|---|
| Adam Seiden | Barclays | 1 | 100% | 99.8/10010/10 |
| Tami Zakaria | JPMorgan | 1 | 100% | 97/10010/10 |
| Steven Fisher | UBS | 1 | 100% | 90.6 |
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 |
9
In this factor
Superseded
5
Visible, not scored
Hit rate
44%
Active calls only
If followed
-3.3%
Active directional calls
Active calls on CAT were a full hit 44% of the time. Hit rate is not the rank.
| Michael Shlisky | D.A. Davidson | 2 | 50% | 53.9/1006/10 |
| Mircea Dobre | Baird | 1 | 0% | 52.9/1006/10 |
| 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 |
| 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 | $800.47 | -5.1% | Miss |
| Aug 6, 2026 | Adam SeidenBarclays | Target raise Desk rating stays Equal-Weight | Hold | $848.14 | -1.0% | Hit |
| Aug 6, 2026 | Michael ShliskyD.A. Davidson | Target raise Desk rating stays Neutral | Hold | $848.14 | -1.0% | Hit |
| 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 | $845.42 | -2.9% | Hit |
| Jul 29, 2026 | Mircea DobreBaird | Downgrade to Neutral Desk rating Outperform → Neutral | Hold | $821.58 | +5.0% | Near |
| Jul 13, 2026 | Kristen OwenOppenheimer | Target raise Desk rating stays Outperform | Buy | $818.57 | -12.0% | Miss |
| Jun 23, 2026 | Jerry RevichWells Fargo | Target raise Desk rating stays Overweight | Buy | $827.90 | -15.7% | Miss |
| May 4, 2026 | Michael ShliskyD.A. Davidson | Target raise Desk rating stays Neutral | Hold | $961.75 | +10.1% | Miss |
| May 1, 2026 | Tami ZakariaJPMorgan | Target raise Desk rating stays Overweight | Buy | $1,062.93 | +19.7% | Hit |
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 | $845.42 | -2.9% | 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 | $818.57 | -12.1% | 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 | $797.47 | -17.1% | 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 | $814.81 | -10.3% | 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 | $961.75 | +10.1% | Hit Not scored |