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RiskModels / Stocks / CAT

Caterpillar Inc. (CAT)

Daily ERM3 factor decomposition: how much of CAT's variance is explained by the market, its sector, and its subsector — and the ETF notionals that would neutralize each layer.

Price
$798.57
Market cap
$367.9B
23-day vol
32.1%
Sector proxy
XLI
Subsector proxy
IYJ

Risk DNA

58% of CAT's variance is systematic (explainable by market, sector, and subsector factors); the rest is stock-specific.

Market 30.6%Sector 25.6%Subsector 1.5%Stock-specific 42.2%
IYJ subsector peers · average of 247 names

CAT carries 42% stock-specific risk against a peer average of 77% — less of what happens here is specific to this name than is typical for its cohort.

ETF hedge ratios

Dollars of ETF to short per $1 of CAT held — executable hedge weights, not regression betas. L1 hedges market only; L3 adds sector and subsector layers.

LevelMarket (SPY)Sector (XLI)Subsector (IYJ)Explained risk
L1$-1.81——30.6%
L2$-0.41$-1.46—56.3%
L3$-0.64$-2.72$1.5157.8%

Data as of September 18, 2026. Updated daily from the ERM3 pipeline.

13F filers holding CAT

From the most recent quarterly 13F filings in our tracked filer universe, largest reported position first.

  • Beacon Pointe Advisors1.3%
  • Citadel Advisors0.9%

Browse every tracked 13F filer.

Go deeper on CAT

Ask the AI risk analyst for CAT's full history, peer comparison, or how it changes your portfolio's risk.

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Manager SkillAllocatorsExamplesAccessAnalyst
Checking session...
RiskModels / Stocks / CAT

Caterpillar Inc. (CAT)

Daily ERM3 factor decomposition: how much of CAT's variance is explained by the market, its sector, and its subsector — and the ETF notionals that would neutralize each layer.

Price
$798.57
Market cap
$367.9B
23-day vol
32.1%
Sector proxy
XLI
Subsector proxy
IYJ

Risk DNA

58% of CAT's variance is systematic (explainable by market, sector, and subsector factors); the rest is stock-specific.

Market 30.6%Sector 25.6%Subsector 1.5%Stock-specific 42.2%
IYJ subsector peers · average of 247 names

CAT carries 42% stock-specific risk against a peer average of 77% — less of what happens here is specific to this name than is typical for its cohort.

ETF hedge ratios

Dollars of ETF to short per $1 of CAT held — executable hedge weights, not regression betas. L1 hedges market only; L3 adds sector and subsector layers.

LevelMarket (SPY)Sector (XLI)Subsector (IYJ)Explained risk
L1$-1.81——30.6%
L2$-0.41$-1.46—56.3%
L3$-0.64$-2.72$1.5157.8%

Data as of September 18, 2026. Updated daily from the ERM3 pipeline.

13F filers holding CAT

From the most recent quarterly 13F filings in our tracked filer universe, largest reported position first.

  • Beacon Pointe Advisors1.3%
  • Citadel Advisors0.9%

Browse every tracked 13F filer.

Go deeper on CAT

Ask the AI risk analyst for CAT's full history, peer comparison, or how it changes your portfolio's risk.

Ask the analyst about CATAnalyze your portfolio

Local-First Data Policy — Your holdings are resolved locally against our Security Master. Data never leaves your machine.

The Engine
  • Developers
  • API
  • SDK
  • CLI
The Science
  • What's inside
  • Artifact gallery
  • Methodology wiki ↗
  • Glossary
  • ERM3 overview
  • SEC Filing Calendar
  • 13F Filers
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© 2026 RiskModels · Blue Water Macro Corp.|System Status:Operational|Holdings-based.

Informational use only — not investment advice. Blue Water Macro Corp.

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  • Developer pricing
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  • FAQ
  • Privacy
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© 2026 RiskModels · Blue Water Macro Corp.|System Status:Operational|Holdings-based.

Informational use only — not investment advice. Blue Water Macro Corp.