Andrew Bonfield - Caterpillar Chief Financial Officer
| CAT Stock | USD 328.73 1.42 0.43% |
CFO
Mr. Andrew Robert John Bonfield was appointed Chief Financial Officer of the Company effective September 1, 2018. He most recently served as Group Chief Financial Officer and board member of National Grid plc, a British multinational electricity and gas utility company. Prior to Mr. Bonfields eight years at National Grid, he was Chief Financial Officer at British confectionary company Cadbury plc. From 2002 to 2008, he was executive vice president and Chief Financial Officer of BristolMyers Squibb Company, an American pharmaceutical company. Mr. Bonfields other experience includes the role of finance director of BG Group plc and Chief Financial Officer of Smithkline Beecham plc. Since 2010, Mr. Bonfield was a nonexecutive director and chair of the audit committee of British retailer, Kingfisher plc . Mr Bonfield also chairs the 100 Group, which represents finance directors of the top 100 U.K. companies listed on the London Stock Exchange since 2018.
| Age | 62 |
| Tenure | 6 years |
| Address | 5205 North O'Connor Boulevard, Irving, TX, United States, 75039 |
| Phone | 972 891 7700 |
| Web | https://www.caterpillar.com |
Caterpillar Management Efficiency
The company has Return on Asset of 0.1036 % which means that on every $100 spent on assets, it made $0.1036 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.6279 %, implying that it generated $0.6279 on every 100 dollars invested. Caterpillar's management efficiency ratios could be used to measure how well Caterpillar manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is likely to gain to 0.13 in 2024. Return On Capital Employed is likely to gain to 0.28 in 2024. At this time, Caterpillar's Non Current Liabilities Other is comparatively stable compared to the past year. Change To Liabilities is likely to gain to about 426.2 M in 2024, whereas Total Current Liabilities is likely to drop slightly above 17.8 B in 2024.Similar Executives
| Found 1 records | CFO Age | ||
| Joshua Jepsen | Deere Company | 45 | |
Management Performance
Caterpillar Leadership Team
Elected by the shareholders, the Caterpillar's board of directors comprises two types of representatives: Caterpillar inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Caterpillar. The board's role is to monitor Caterpillar's management team and ensure that shareholders' interests are well served. Caterpillar's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Caterpillar's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Edward Rust, Independent Director | ||
| Karl Weiss, Chief Technology Officer, Vice President of Innovation and Technology Development Division | ||
| William Schaupp, Chief Accounting Officer | ||
| Otto Breitschwerdt, CTO VP | ||
| Debra ReedKlages, Independent Director | ||
| Ramin Younessi, Group President of Energy & Transportation | ||
| Anthony Fassino, Group President of Construction Industries | ||
| Denise Johnson, Group President - Resources Industries | ||
| Kyle Epley, Vice President of Finance Services Division | ||
| Juan Gallardo, Independent Director | ||
| Rayford Wilkins, Independent Director | ||
| William Ainsworth, Group President of Energy and Transportation | ||
| Suzette Long, General Counsel, Corporate Secretary, Chief Legal Officer | ||
| Marc Cameron, Vice President | ||
| Donald Umpleby, Chairman of the Board, Chief Executive Officer, Director | ||
| Pam Heminger, Vice President - Strategic Procurement Division | ||
| Miles White, Independent Director | ||
| Joseph Creed, Vice President of Oil Gas and Marine Division | ||
| Bob Lange, Group President of Customer and Dealer Support | ||
| Thomas Pellette, Senior Vice President of Caterpillar | ||
| Daniel Dickinson, Independent Director | ||
| David Calhoun, Presiding Independent Director | ||
| Kelly Ayotte, Independent Director | ||
| Andrew Bonfield, Chief Financial Officer | ||
| James III, Chairman CEO | ||
| G Marvel, Chief Accounting Officer | ||
| Gerald Johnson, Independent Director | ||
| Courtney Dean, Chief Officer | ||
| Derek Owens, Chief Counsel | ||
| Martin Haycraft, Vice President of Caterpillar Rail Division | ||
| Davd MacLennan, Independent Director | ||
| Jamie Engstrom, Senior Officer | ||
| William Osborn, Independent Director | ||
| Susan Schwab, Independent Director | ||
| Gary Marvel, Chief Accounting Officer | ||
| Cheryl Johnson, Chief Human Resource Officer |
Caterpillar Stock Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is Caterpillar a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Return On Equity | 0.63 | ||||
| Return On Asset | 0.1 | ||||
| Profit Margin | 0.17 % | ||||
| Operating Margin | 0.22 % | ||||
| Current Valuation | 193.64 B | ||||
| Shares Outstanding | 489.05 M | ||||
| Shares Owned By Insiders | 0.20 % | ||||
| Shares Owned By Institutions | 72.93 % | ||||
| Number Of Shares Shorted | 11.25 M | ||||
| Price To Earning | 17.15 X |
Pair Trading with Caterpillar
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Caterpillar position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Caterpillar will appreciate offsetting losses from the drop in the long position's value.Moving together with Caterpillar Stock
Moving against Caterpillar Stock
The ability to find closely correlated positions to Caterpillar could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Caterpillar when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Caterpillar - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Caterpillar to buy it.
The correlation of Caterpillar is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Caterpillar moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Caterpillar moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Caterpillar can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Additional Tools for Caterpillar Stock Analysis
When running Caterpillar's price analysis, check to measure Caterpillar's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Caterpillar is operating at the current time. Most of Caterpillar's value examination focuses on studying past and present price action to predict the probability of Caterpillar's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Caterpillar's price. Additionally, you may evaluate how the addition of Caterpillar to your portfolios can decrease your overall portfolio volatility.