Discontinued — last reported Q4 '12

Net investment gains (losses)

Other Income & Expense

Caterpillar Net investment gains (losses) remained flat by 0.0% to $7.50M in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 23.1%, from $9.75M to $7.50M. Over 4 years (FY 2021 to FY 2025), Net investment gains (losses) shows a downward trend with a -31.2% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementIncome Statement
SectionOther Income & Expense
CategoryOther
SignalHigher is better
VolatilityVolatile
First reportedQ1 2010
Last reportedQ4 2012

How to read this metric

High positive values reflect strong capital markets performance, but can create significant volatility in bottom-line earnings regardless of core operational health.

Detailed definition

The net change in the value of a company's investment portfolio, including both realized gains from sales and unrealized...

Peer comparison

Commonly scrutinized in the financial services and insurance sectors to separate investment performance from underwriting performance.

Metric ID: is_investment_gains_losses

Historical Data

5 years
 FY'21FY'22FY'23FY'24FY'25
Value$134.00M-$56.00M$11.00M$39.00M$30.00M
YoY Change-141.8%+119.6%+254.5%-23.1%
Range-$56.00M$134.00M
CAGR-31.2%
Avg YoY Growth+52.3%
Median YoY Growth+48.3%

Frequently Asked Questions

What is Caterpillar's net investment gains (losses)?
Caterpillar (CAT) reported net investment gains (losses) of $7.50M in Q4 2025.
How has Caterpillar's net investment gains (losses) changed year-over-year?
Caterpillar's net investment gains (losses) decreased by 23.1% year-over-year, from $9.75M to $7.50M.
What is the long-term trend for Caterpillar's net investment gains (losses)?
Over 4 years (2021 to 2025), Caterpillar's net investment gains (losses) has grown at a -31.2% compound annual growth rate (CAGR), from $134.00M to $30.00M.
What does net investment gains (losses) mean?
The profit or loss made on the company's stocks, bonds, and other financial investments.

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