Sell $CAT (+1,56%) +30% profit buy $BUNZL👏

Caterpillar
Price
Discussão sobre CAT
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113Sell
$CAT (+1,56%) I'm waiting for it like when I bought it 270 - $280
100€ dividend per month 📈
I am now close to an average payout of €100 per month. Although I am not focused on dividends, this is very motivating and is another personal interim goal that I will soon reach.
The next purchase should therefore be a share that pays a dividend. However, a high dividend yield is not the decisive factor, rather a solid value that, in the best case, regularly increases the dividend.
I am considering expanding an existing position, the current choices are Blackstone $BX (+2,38%) Deutsche Telekom $DTE (-0,24%) or Caterpillar $CAT (+1,56%) .
What do you think of these stocks and which would be your favorite? Or do you have other suggestions, also with reasons?
Thank you in advance!
Have a nice vacation, Beer challenge, Memories
Hello Getquins,
As always, I'm starting my summer a little early with a vacation. This time it's not Asia but surprisingly :-) the USA.
As it's my first vacation in this country (otherwise only on business) I'm taking advantage of other opportunities, not just the company and hotel.
$ROST (+1,87%) The shares of the company are very strong here and were not known to me as a share, the turnover, profit and share price in the past are very lucrative.
My investment $PEP (-0,38%) I hardly see here except for sweets like Lay Chips but $KO (+1,05%) is the leading beverage here.
I have $TSLA (+6,14%) and am surprised at the company empire, the South African is doing (almost) everything right. His company Space X (now also rockets), the Boring Company opposite and batteries under construction for houses, companies and cities are a large portfolio.
They build like mad here, whether streets $CAT (+1,56%)
$DE (+2,46%) or entire residential areas with several hundred houses.
The integration of South Americans has been properly implemented here, you can see them working in construction, with the cleaning crew or as handymen in the trades. Whether this will work in Europe with state support is questionable, but it's a different topic.
Almost 90% of people here have $AAPL (+2,14%) iphone, $F (+2,04%) pickups or $GM (+0,77%) a few European ones can also be seen here $VOW (-0,37%)
$BMW (+0,29%)
The bar culture, restaurants and dinners are very popular.
Of course there is a huge $WMT (+0,17%) and next to it the $CVS (+1,12%)
Best regards and hope you had Easter or soon Whitsun vacation.
So long
Smudo



+ 6

Complete portfolio
Dear Getquin Community,
As I would like to complete my portfolio with a maximum of 3 additional individual stocks in order to be represented in almost every sector, I need your support.
I am missing consumer staples, industrials and basic materials.
I would like to focus on growth with an ok dividend increase.
Do you know any good consumer stocks with good growth potential? $PEP (-0,38%)
$KO (+1,05%)
$ULVR (+0,55%)
$PG (+1,12%) The consumer stocks are good, but I don't feel there is much growth potential.
If possible, affordable shares as I can only buy whole shares. No $LOTB (+0,45%)
industry I can't choose between $CAT (+1,56%)
$SIE (+0,15%) or something regional like $STR (+1,06%) decide.
Basic materials: I'm absolutely not in there.
I would have looked at $LIN (+0,97%)
$APD (+1,76%)
$RIO (-0,1%) although I see little upside potential in the latter.
Please let me know your opinion on this, or perhaps you have already had good or bad experiences.
MfG Flo
Basic consumption with growth potential is more difficult. You could take a look at retailers as an alternative to those mentioned, for example $KR and $AD.
ETF-DIY Share #4: Caterpillar | Valuation & analysis in a 17-point check
As part of my ETF DIY project, I analyzed $CAT (+1,56%) analyzed them using my self-developed valuation system:
Moat: 4/5 - Leader in construction machinery, Technologically complex products, Difficult market entry for competitors
Growth: 2/5 - Sales slightly declining and this is expected to continue in the future
Risk: 3/5 - Dependence on macroeconomic factors and competitive pressure from favorable competition
Dividend quality: 1/1 - Dividend aristocrat
Belief: 0/1 - Solid company, but unlikely to outperform the market
Total: 10/17
Savings plan is run with factor 3.
If you are not yet familiar with my system and the ETF-DIY project - just take a look at my profile.
The complete analysis and my thoughts on it can also be found on YouTube:
Depot update
First of all, thank you for taking the time to read this post🙄 it's getting a bit long😅
As you know, the market has only gone in one direction in recent weeks and months📉, but now the wind seems to have changed 📈
since my portfolio presentation last year, I have now used the correction to some changes in the portfolio, which I would like to share with you 🙃 "Unfortunately" there was no reduction in the portfolio for the time being because there were too many attractive opportunities🥹
At the beginning of April in particular, I massively reduced my cash reserves and expanded or even doubled my positions. I also made a a few new additions in my portfolio begrüßen✌️(I actually had a few stocks inspired by the dear @Aktienhauptmeister 👀) Greetings go out 😆
In my portfolio introduction post, I mentioned that I would like to $DHR (+2,51%) against $SYK (+0,66%) would exchange. Now it has actually been implemented ✅ necessity is the mother of invention, which is why I have also parted with $OR (+0,41%) I also parted with
I didn't want to share all my purchases now, that would be too much, so I'll list what I bought here 🙂
I tried as best I could to increase "every" position in the portfolio a bit🧐
First of all, I'll mention the positions that were further expanded
$VWCE (+1,27%) + ~10k
$GRAB (+0%) + ~1k to (3.38)
$BLK (+1,26%) + ~ 1.3k (678)
$ASML (+1,26%) + ~2.7k (555,45)
$GOOGL (+3,98%) + ~ 1.5k (124,66)
$MPWR (+1,34%) + ~ 1.6k (409,21)
$SOFI (+5,64%) + ~ 0.7k (7,78)
$LIN (+0,97%) + ~ 1.1k (388,20)
$QCOM (+1,77%) + ~ 1.5k (113,62)
$CRWD (+2,04%) + ~ 0.9k (289,75)
$MSCI (+1,28%) + ~1.3k (451)
$V (+1,56%) + ~ 1.4K (274)
$AMZN (+3,59%) + ~ 1.4K (159,74/159,34)
$MSFT (+0,93%) + ~ 1.7k (335/337,75)
$MC (+0,36%) + ~ 1.9k (482,31)
$NOVO B (+3,18%) + ~ 2.5k (51,68)
$ABBV (+1,58%) +~ 1.5k (152)
$NVDA (+3,19%) +~ 2k (85,04)
$UNH (+3,35%) +~ 1.7k (336,30)
$PEP (-0,38%) +~ 1.1k (114,97)
$MRK (+2,06%) +~ 1k (67,70)
------------------
now to the new arrivals 🤩 the ones now mentioned below I opened the positions for the first time 😇
$SYK (+0,66%) ~ 2.1k (305,72)
$META (+2,82%) ~ 1.4k (467,30)
$AVGO (-0,94%) ~ 1.1k (156,76)
$ISRG (+0,24%) ~ 1.6k (398,30)
$SPGI (+0,92%) ~ 1.2k (403,22)
$ANET (+3,13%) ~ 1.8k (70,50/58,65)
$UNP (+1,73%) ~ 0.9k (187,56)
$CAT (+1,56%) ~ 1.5k (246,50)
(I hope I have not forgotten anything)
I have invested a total of about 45k and am absolutely satisfied with my investment case. Now I have no more buffer to add 🥲 in the next few months I will build up cash again 😬
Now I'm curious to see what you've bought, my dear investors?
Like for example @Aktienhauptmeister
@Max095
@Tenbagger2024
@Simpson 🫣
thanks again for reading 🥸
in that sense
have a nice weekend ✌️
Intuitive surgil is still the market leader but is facing competition, including from Stryker. But you have both. And robotics is only just beginning and will continue to grow.
Unfortunately, I sold Arista. However, it should continue to benefit from investments in AI.
I'm starting to hate LVMH 🙈. It's been a drag on my portfolio for a long time. And I'd rather sell it today than tomorrow. But somehow I also believe in a recovery and that's why it's staying put for now.
Well, the Apple statement about Google has caused uncertainty at Alphabet. We'll have to see how Google counters this now. But I'm sticking with it for now. And I have already written something about this in another post.
I am somewhat skeptical about Merck due to expiring patents of the blockbuster.
Novo is the market leader, but is facing increasing competition and the pie is getting smaller.
I see more potential in the biotech sector, but the risk here is also greater.
The semiconductor sector will remain volatile. The Chinese are continuing to catch up, see Huawei. And often the smallest announcement is enough to push the sector down again.
But there is still potential.
Whereby phase 2 and phase 3 have long been initiated in the AI sector. And you have to find the pearls here.
I think you're missing a few European or Asian stocks.
And you are quite invested in tech
Alternatives to Caterpillar
Hi
I am looking for additions to $CAT (+1,56%) except $DE (+2,46%) .
What would be your addition and why?
Caterpillar Q1 2025 Earnings Highlights
🔹 Adj. EPS: $4.25 (est. $4.32) 🔴
🔹 Revenue: $14.25B (est. $14.69B) 🔴 (–10% YoY)
🔹 Adj. Operating Income: $2.61B (est. $2.64B) 🟡
🔹 Operating Margin: 18.1% (vs. 22.3% YoY)
🔹 Adj. Operating Margin: 18.3% (vs. 22.2% YoY)
🔹 Operating Cash Flow: $1.3B
🔹 Capital Returned to Shareholders: $4.3B (buybacks + dividends)
Segment Revenue:
🔹 Machinery, Energy & Transportation (ME&T): $13.38B (–11% YoY)
🔹 Construction Industries: $5.18B (–19% YoY), Profit: $1.02B (–42% YoY)
🔹 Resource Industries: $2.88B (–10% YoY), Profit: $599M (–18% YoY)
🔹 Energy & Transportation: $6.57B (–2% YoY), Profit: $1.31B (+1% YoY)
🔹 Financial Products: $871M (+4% YoY), Profit: $215M (–27% YoY)
Regional Revenue Breakdown (YoY):
🔹 North America: $7.74B (–10%)
🔹 Latin America: $1.52B (–3%)
🔹 EAME: $2.51B (–12%)
🔹 Asia/Pacific: $2.49B (–12%)
Strategic / Capital Allocation:
🔸 $3.7B deployed for share repurchases, $0.7B in dividends
🔸 Ending enterprise cash: $3.6B
🔸 Profit pressure primarily from lower dealer inventory builds and pricing headwinds
CEO Commentary:
🔸 “Solid results in a more challenging demand environment.” – Jim Umpleby, CEO
🔸 “Strategy delivering; diverse portfolio showing resilience.” – Joe Creed, incoming CEO
Dividend
$JEPQ (+0,37%)
$NOVO B (+3,18%)
$TROW (+1,22%)
$JD (-0,51%)
$DNG (+0%)
$CAT (+1,56%)
Upcoming purchases : $REP (+0,76%)
$MC (+0,36%)
$PLD (+1,36%)
Opinion, thank you.#dividends
#portfoliofeedback
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