Other Income & Expense
Net investment gains (losses)
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 an upward trend with a 65.5% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
StatementIncome Statement
SectionOther Income & Expense
CategoryProfitability
SignalHigher is better
VolatilityVolatile
First reportedQ1 2017
Last reportedQ4 2025Feb 13, 2026
How to read this metric
Gains indicate strong performance of financial assets, while losses suggest market downturns or poor investment strategy execution.
Detailed definition
This captures the realized and unrealized changes in the fair value of the company's investment portfolio, including equ...
Peer comparison
Standard for companies with large treasury departments or captive finance arms.
Metric ID:
investment_gains_lossesHistorical Data
5 years
| FY'21 | FY'22 | FY'23 | FY'24 | FY'25 | |
|---|---|---|---|---|---|
| Value | $4.00M | $0.00 | $11.00M | $39.00M | $30.00M |
| YoY Change | — | -100.0% | — | +254.5% | -23.1% |
Range$0.00 – $39.00M
CAGR+65.5%
Avg YoY Growth+43.8%
Median YoY Growth-23.1%
Net investment gains (losses) at Other Companies
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 65.5% compound annual growth rate (CAGR), from $4.00M to $30.00M.
- What does net investment gains (losses) mean?
- Profit or loss from the company's investment portfolio.