CAT Forecast



Bearish<—>Bullish



80% Confidence




Bullish Case: Strong earnings, tech investments, and optimism in sectors could drive upward momentum despite past flat trends.




Bearish Case: High valuation, cyclicality, and macroeconomic headwinds present significant risks, suggesting caution.




Potential Outcomes:

1. Consistent growth from tech and partnerships (60%).

2. Economic slowdown impacts (30%).

3. Sudden volatility due to global events (10%).




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January 23, 2025


Caterpillar Forecast

CAT        Caterpillar











Correlated Assets

Assets that tend to move strongly with CAT



PH Forecast + Options Trading Strategies   PH  Parker-Hannifin (0.9)


COF Forecast + Options Trading Strategies   COF  Capital One Financial (0.88)


BBW Forecast + Options Trading Strategies   BBW  Build A Bear Workshop (0.88)


OWL Forecast + Options Trading Strategies   OWL  Blue Owl (0.88)


LYV Forecast + Options Trading Strategies   LYV  Live Nation Entertainment (0.86)



Uncorrelated Assets

Assets with little price relationship to CAT



AMLX Forecast + Options Trading Strategies   AMLX  AMLX (0.0)


CLSK Forecast + Options Trading Strategies   CLSK  Cleanspark (0.01)


IAC Forecast + Options Trading Strategies   IAC  IAC InterActiveCorp. (-0.01)


CWH Forecast + Options Trading Strategies   CWH  Camping World (0.01)


GTLB Forecast + Options Trading Strategies   GTLB  Gitlab (-0.02)



Anticorrelated Assets

Assets that tend to move strongly against CAT



APLS Forecast + Options Trading Strategies   APLS  Apellis Pharmaceuticals (-0.7)


VSAT Forecast + Options Trading Strategies   VSAT  Viasat (-0.73)


SPXS Forecast + Options Trading Strategies   SPXS  Direxion Daily S&P 500 Bear 3X Shares (-0.75)


CNXC Forecast + Options Trading Strategies   CNXC  Concentrix (-0.79)


BIIB Forecast + Options Trading Strategies   BIIB  Biogen (-0.82)









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