Caterpillar, Inc.

Peoria, IL

About Caterpillar, Inc.

Company overview

Caterpillar, Inc. is a globally renowned corporation that operates in the heavy machinery and equipment manufacturing industry. Founded in 1925, Caterpillar has established itself as a leader in the production of construction, mining, agriculture, and industrial equipment. The company is recognized for its iconic yellow machinery and its commitment to providing innovative solutions that enhance productivity and sustainability across various sectors. Caterpillar offers a diverse range of products and services tailored to meet the needs of its broad customer base, which includes construction companies, mining operations, agricultural enterprises, and industrial facilities. Product Breakdown: Construction Equipment: Caterpillar is renowned for its construction machinery, which includes a wide array of products such as bulldozers, excavators, wheel loaders, motor graders, and compact track loaders. These machines are designed to handle various construction tasks, from earthmoving to road construction, offering reliability and efficiency on job sites worldwide. Mining Equipment: Caterpillar's mining equipment division provides industry-leading solutions for surface and underground mining operations. This includes large mining trucks, hydraulic shovels, drills, and electric rope shovels, all engineered to maximize productivity while minimizing environmental impact. Agricultural Equipment: Caterpillar manufactures agricultural equipment like tractors, telehandlers, and backhoe loaders. These machines assist farmers in tasks such as plowing, planting, and material handling, contributing to increased farm efficiency and food production. Power Generation Solutions: Caterpillar offers a range of power generation solutions, including diesel and natural gas generators, industrial engines, and related components. These products provide reliable power for various applications, from backup power for critical facilities to remote power generation for off-grid locations. Marine and Offshore Products: Caterpillar's marine engines and propulsion systems are utilized in commercial vessels, pleasure boats, and offshore platforms. They are designed for durability and efficiency, meeting the stringent demands of marine environments. Oil and Gas Equipment: Caterpillar provides equipment for the oil and gas industry, including well stimulation pumps, gas compression solutions, and drilling equipment, to support efficient and safe energy production. Industrial Engines: Caterpillar manufactures industrial engines used in a wide range of industrial applications, including manufacturing, material handling, and construction equipment. These engines are known for their reliability and performance. Financial Services: Caterpillar Financial Services offers financing solutions to customers and dealers, helping them acquire and manage Caterpillar equipment and machinery.

Keywords

Revenue

Revenue

EBITDA

EBITDA

Valuation

Valuation
Income Statement
Line Item20242023202220212020
Revenues$380 MM$250 MM$90 MM$120 MM$65 MM
Gross Profit$190 MM$125 MM$45 MM$60 MM$32.50 MM
Net Income (Loss)$43 MM$25 MM$9 MM$12 MM$6.50 MM
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Balance Sheet
Line Item20242023202220212020
Total Assets$850 MM$720 MM$680 MM$650 MM$600 MM
Total Liabilities$450 MM$400 MM$380 MM$350 MM$320 MM
Total Equity$400 MM$320 MM$300 MM$300 MM$280 MM
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Ratios

Revenue / EBITDA
123 MM
Valuation / Revenue
123 MM
Valuation / Employees
$123 MM
EBITDA / Revenue
$123 MM
1-Year CAGR (Revenue)
03
3-Year CAGR (Revenue)
11
1-Year CAGR (Employees)
19
3-Year CAGR (Employees)
96

Employee Figures

Employees

Key Executives

NameTitleSocialsEmailPhone

401K

Total Active Participants
1234
No. Participants with Account Balances
56789
Total Liabilities Start of Year
1234
Total Assets Start of Year
56789

M&A2024-03-15Completed

Seller

Founders Group

Investor Sponsors

NorthBridge PE

Deal Amount

$120M

Target Company Valuation

$1.20 MM

Techniques

Acquisition of Assets, Taken Private

Stake Tags

100%

Is PE deal

Yes

Is deal PE backed

Yes

Total Acquired

100%

Secondary Transaction2023-09-01Canceled

Target

BrightHealth Technologies

Seller

Early Investors Consortium

Investor Sponsors

--

Deal Amount

Undisclosed

Target Company Valuation

NaN

Techniques

Secondary Sale, Management Buy-out (MBO)

Stake Tags

Majority

Is PE deal

No

Is deal PE backed

Yes

Total Acquired

65%

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