Is CATERPILLAR INC (CAT) Halal?

NYSE Industrials United States $325.4B
✓ HALAL
Confidence: 95/100
CATERPILLAR INC (CAT) is Halal under 3 of 5 Shariah screening standards, including AAOIFI Standard 21. With a debt ratio of just 13.6% against the AAOIFI threshold of 30%, CATERPILLAR INC comfortably passes the key financial ratio tests. The company operates in the Industrials sector (Farm & Heavy Construction Machinery), which is not a prohibited industry under Islamic finance principles.

Shariah Screening — 5 Standards

Based on financial data from December 2025

Standard Debt Ratio Cash Ratio Receivables Income Status
AAOIFI 13.6%
/ 30%
3.1%
/ 30%
6.8%
/ 30%
1.32%
/ 5%
✓ HALAL
DJIM 13.6%
/ 33%
3.1%
/ 33%
6.8%
/ 33%
1.32%
/ 5%
✓ HALAL
MSCI 44.0%
/ 33%
10.1%
/ 33%
21.9%
/ 33%
1.32%
/ 5%
✗ NOT HALAL
S&P 13.6%
/ 33%
3.1%
/ 33%
6.8%
/ 33%
1.32%
/ 5%
✓ HALAL
FTSE 44.0%
/ 33%
10.1%
/ 33%
21.9%
/ 50%
1.32%
/ 5%
✗ NOT HALAL

Financial Highlights

P/E Ratio
37.0
Forward: 25.1
EPS
$18.78
Dividend Yield
87.0%
Payout: 31.1%
P/B Ratio
15.2
EV/EBITDA
25.7
EV: $358.3B
Revenue
$67.6B
Growth: 18.0%
Beta
1.5
High volatility
Current Ratio
1.4

Profitability

Gross Margin 28.8%
Operating Margin 16.0%
Net Margin 13.1%
Return on Equity (ROE) 43.5%
Return on Assets (ROA) 7.9%

Cash Flow & Balance Sheet

Operating Cash Flow$11.7B
Free Cash Flow$7.5B
Total Debt$43.3B
Debt-to-Equity206.7
Current Ratio1.4
Total Assets$98.6B

Price & Trading

Last Close$703.19
50-Day MA$706.17
200-Day MA$542.77
Avg Volume2.8M
Beta1.5
52-Week Range
$267.30
$789.81

About CATERPILLAR INC (CAT)

CEO
Mr. Joseph E. Creed CPA
Employees
118,000
Sector
Industrials
Industry
Farm & Heavy Construction Machinery
Country
United States
Exchange
NYSE
Market Cap
$325.4B
Currency
USD

Caterpillar Inc. provides construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives in the United States and internationally. The Construction Industries segment offers asphalt pavers, cold planers, compactors, forestry machines, material handlers, motor graders, pipelayers, road reclaimers, telehandlers, track-type tractors, and track and wheel excavators; backhoe, compact track, skid steer, track-type, and wheel loaders; and related parts and work tools. Its Resource Industries segment provides electric rope and hydraulic shovels, draglines, rotary drills, hard rock vehicles, mining trucks, wheel loaders, off-highway and articulated trucks, wide-body trucks, wheel tractor scrapers and dozers, and landfill and soil compactors; machinery components, and wear and maintenance components; and technology products and services for fleet management, equipment management analytics, autonomous machine capabilities, safety services, and mining performance solutions. The Energy & Transportation segment offers reciprocating engine powered generator sets; reciprocating engines, drivetrain, and integrated systems and solutions; centrifugal gas compressors and related services; and diesel-electric locomotive components, and other rail-related products. Its Financial Products segment provides operating and finance leases, revolving charge accounts, installment sale contracts, repair/rebuild financing, working capital loans, and wholesale financing; and insurance and risk management products and services. The All Other segment offers parts distribution; logistics and distribution services; electronics and control systems; dealer portfolio management; brand management and marketing strategy; and digital investment services. It also provides mining software solutions. The company was formerly known as Caterpillar Tractor Co. Caterpillar Inc. was incorporated in 1925 and is headquartered in Irving, Texas.

Purification Calculator

As a halal stock with 1.32% impermissible income, you need to purify your dividends.

Enter your dividends to calculate purification amount

Related Halal Stocks in Industrials

Frequently Asked Questions

Is CATERPILLAR INC (CAT) halal to invest in?

Based on our screening using AAOIFI Standard 21 (the strictest methodology), CATERPILLAR INC is Halal. The company passes all financial ratio thresholds for debt, cash, receivables, and impermissible income. We screen against all 5 major standards: AAOIFI, DJIM, MSCI, S&P, and FTSE.

What is CATERPILLAR INC's debt ratio?

CATERPILLAR INC's debt ratio is 13.6% under the AAOIFI standard (which uses market capitalization as the denominator). The AAOIFI threshold is 30%. Under MSCI and FTSE (which use total assets as the denominator), the debt ratio is 44.0%.

Does CATERPILLAR INC require dividend purification?

Yes, CATERPILLAR INC has an impermissible income ratio of 1.32%, which means 1.32% of any dividends received should be donated to charity as purification. This is because a small portion of the company's revenue comes from non-Shariah-compliant sources.

What are CATERPILLAR INC's key financial metrics?

CATERPILLAR INC has a market capitalization of $325.4B, trailing P/E ratio of 37.0, and revenue of $67.6B. The company maintains a gross margin of 28.8% and a net margin of 13.1%. Return on equity stands at 43.5%.

How often is the screening data updated?

Our screening data is updated regularly using the latest available financial statements and market data. Stock prices and market caps are refreshed frequently, while financial statements are updated quarterly when companies report earnings.

Disclaimer: HalalStockGuide.com provides Shariah compliance screening for educational and informational purposes only. This is not a fatwa, financial advice, or a recommendation to buy or sell any security. Screening results are based on publicly available financial data and established methodologies. Always consult a qualified Islamic scholar and a licensed financial advisor before making investment decisions.