Caterpillar Unrealized Gain (Loss) on Equity Securities remained flat by 0.0% to $5.00M in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 20.0%, from $6.25M to $5.00M. Over 4 years (FY 2021 to FY 2025), Unrealized Gain (Loss) on Equity Securities shows a downward trend with a -33.9% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
High volatility indicates significant exposure to market fluctuations in the company's investment portfolio, which can distort net income.
Changes in the fair value of equity investments held by the company that are recognized in the income statement. These g...
Common for companies with large corporate venture capital or strategic investment portfolios.
is_wmt_unrealized_gain_loss_equity_securities| FY'21 | FY'22 | FY'23 | FY'24 | FY'25 | |
|---|---|---|---|---|---|
| Value | $105.00M | -$49.00M | -$12.00M | $25.00M | $20.00M |
| YoY Change | — | -146.7% | +75.5% | +308.3% | -20.0% |
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