Equity

ESOP Allocated Shares

Caterpillar ESOP Allocated Shares decreased by 7.7% to 9.6M in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 7.7%, from 10.4M to 9.6M. Over 5 years (FY 2020 to FY 2025), ESOP Allocated Shares shows a downward trend with a -6.2% CAGR.

Analysis

StatementBalance Sheet Statement
SectionEquity
CategoryOther
SignalContext dependent
VolatilityStable
First reportedQ4 2014
Last reportedQ4 2025

How to read this metric

Increases reflect higher employee equity participation, which may improve retention but can also indicate potential share dilution.

Detailed definition

This metric tracks the total number of company shares that have been formally distributed to employee accounts within an...

Peer comparison

Common in companies with significant employee ownership programs or profit-sharing structures.

Metric ID: esop_allocated_shares

Historical Data

5 periods
 Q4 '21Q4 '22Q4 '23Q4 '24Q4 '25
Value12.4M12M11.3M10.4M9.6M
QoQ Change—-3.2%-5.8%-8.0%-7.7%
YoY Change—-3.2%-5.8%-8.0%-7.7%
Range9.6M – 12.4M
CAGR-22.6%
Avg YoY Growth-6.2%
Median YoY Growth-6.8%
Current Streak4+ quarters decline

Frequently Asked Questions

What is Caterpillar's esop allocated shares?
Caterpillar (CAT) reported esop allocated shares of 9.6M in Q4 2025.
How has Caterpillar's esop allocated shares changed year-over-year?
Caterpillar's esop allocated shares decreased by 7.7% year-over-year, from 10.4M to 9.6M.
What is the long-term trend for Caterpillar's esop allocated shares?
Over 5 years (2020 to 2025), Caterpillar's esop allocated shares has grown at a -6.2% compound annual growth rate (CAGR), from 13.2M to 9.6M.
What does esop allocated shares mean?
The total number of company shares currently held in employee stock ownership accounts.

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