Vision / Traction Organizer · Annual refresh

Caterpillar Inc.

CAT · Industrials · Generated Jul 25, 2026

Voice: Built tough, direct, disciplined · Cat yellow, black, and condensed industrial type mirror Caterpillar’s equipment, dealers, and no-nonsense brand system.

Vision

Page 1

Core Values

Integrity
Do right
Excellence
Build better
Teamwork
Win together
Commitment
Keep promises
Sustainability
Lasting impact

Core Focus

Purpose / Cause / Passion

Build a better, more sustainable world.

Our Niche

Heavy equipment, engines, services, and digital jobsite solutions.

10-Year Target

$90B revenue by 2036.

Marketing Strategy

Target Market

Contractors, miners, energy producers, and governments needing durable production assets.

Three Uniques

1.Dealer network
2.Jobsite durability
3.Lifecycle services

Proven Process

1.Listen
2.Engineer
3.Build
4.Deliver
5.Support
6.Rebuild

Guarantee

Genuine Cat parts fit or your dealer makes it right.

Traction

Page 2

3-Year Picture

Future date: Dec 31, 2029

Revenue

$78B

Profit

$16B operating profit

What it looks like

$78B revenue.
$16B operating profit.
Autonomy standard in mining.
Electrified machines commercially available.
Dealer digital tools embedded.

1-Year Plan

Future date: Dec 31, 2027

Revenue

$70B

Profit

$14B operating profit

Goals

1.Deliver $70B revenue.
2.Achieve $14B operating profit.
3.Reach $30B services revenue.
4.Reduce recordable injuries 10%.

Rocks

This quarter

Jim Umpleby
Cycle-resilient operating model
Deliver 2027 revenue of $70B and operating profit of $14B.
Andrew Bonfield
Inventory cash conversion
Improve ME&T operating cash flow to at least $11B in 2027.
Bob De Lange
Services and digital growth
Grow services revenue to $30B by Dec. 31, 2027.
Tony Fassino
Electrified machine field trials
Complete customer field trials for five battery-electric machines by Q4 2027.
Joseph Creed
Power systems backlog discipline
Hold Energy & Transportation backlog turns within 2027 revenue plan.

Issues List

1.Dealer inventory normalizationsource
2.China construction softnesssource
3.High rates pressure contractorssource
4.Emissions rules fragment product roadmapssource
5.Autonomy ROI versus capital disciplinesource
6.Supply chain cost volatilitysource
7.Komatsu, Deere, Sany competitionsource

Sources

Illustrative V/TO in the EOS format for Caterpillar Inc.. Not affiliated with or endorsed by the company. Generated from public information; treat as a strategy exercise.