Stand aside — setup invalidated
Setup score 80, but price closes below stop $814.45 — stand aside until the condition resets.
Simple research view
CAT · Caterpillar, Inc.
$692.13 +0.75% Oct 26 close
1 independent risk warning also present. Review before relying on the bullish setup.
Switch to Advanced for indicator panels, raw grades, provenance, drawing tools, and full technical tables.
$CAT
Caterpillar, Inc.Caterpillar, Inc. is a mega-cap Trucks/Construction/Farm Machinery company in the Producer Manufacturing sector with a market cap of $318B.
⚠ Risk Signals
Head & Shoulders Top
Neckline ~776.00 has broken. Measured-move risk extends toward ~478.54; a fast reclaim of 776.00 would be a failed breakdown (often bullish).
Bearish structure on the daily chart — a heads-up for anyone holding, not a short signal. Does not affect the bullish setup score.
Market Structure
Trend structure: downtrend
Latest event: structure_shift
(bearish)
Resistance
771.39–777.60
· 4 touches · moderate
Resistance
798.54–805.00
· 4 touches · moderate
Resistance
909.53–911.67
· 3 touches · moderate
Resistance
834.45–838.33
· 3 touches · moderate
Resistance
740.01–745.00
· 3 touches · moderate
Momentum Turn Watch
Bollinger Lower-Band Support
Price ($692.13) is holding just above the lower Bollinger band ($664.30; %B 13) — support at the bottom of the bands.
Early technical context only. Wait for price, volume, and the canonical setup trigger to confirm; this signal does not change readiness or the setup score.
Historical verdict · setup score 80/100 · data Oct 26 close · latest session
Stand aside — setup invalidated
Setup score 80, but price closes below stop $814.45 — stand aside until the condition resets.
Recent price action · daily
What would change this verdict
What needs to turn for this to become buyable — the top failing checks across the legend council:
- Minervini 1.1 Price > 150-day MA AND 200-day MA — Price $692.13, MA150 $845.40, MA200 $809.04
- Minervini 1.4 50-day MA > 150-day MA AND 200-day MA — MA50 $796.45, MA150 $845.40, MA200 $809.04
- O'Neil C: Quarterly EPS acceleration ≥ 25% — +7.4% QoQ
- O'Neil N: Near 52-week high or RS line new high — 35.5% below high | RS line new high: False
- Weinstein Price above 30-week MA (200-day proxy) — Price $692.13 vs MA200 $809.04
- Weinstein Volume expansion above average — Volume ratio 0.92x
Minority view — the council disagrees here
- Minervini: avoid Trend-template read: fails Price > 150-day MA AND 200-day MA.
- O'Neil: avoid CANSLIM read: fails C: Quarterly EPS acceleration ≥ 25%.
- Weinstein: watch Stage-analysis read: Stage 2 is present; 3 supporting checks need improvement.
65
Strong
Legend Score · rates the stock
Strong (65/100) — held back by eps growth
Our proprietary 0-100 rating — the answer to Wall Street's black-box scores. Five pillars, each computed from real scan data, each explained below in plain English.
- Relative Strength (25%) 82
- Trend Template (25%) 88
- Institutional Footprint (20%) 66
- EPS Growth (15%) 30
- Quality (SMR-like) (15%) 33
RS rank 81: beating most of the market. Trend template 7/8: price above rising 50/150/200-day lines — textbook uptrend structure. Institutional score 66: mild accumulation. EPS up +0% — growing, but below the 25% leadership bar. Quality 33: weak fundamentals (sales growth 30, return on equity 42, leverage 20). Updated 2026-10-07.
Earnings
Post-earnings setup
Next earnings
Tuesday, October 27, 2026
Before market open
Exact clock time not supplied by source
Deterministic evidence
CAT+0.75%
Sector proxy · XLI+1.42%
Broad market · SPY+0.71%
CatalystUnavailable
Stock reactionPositive
Sector reactionSupportive
Opening surge—
Event riskEarnings-driven
Session internals Strong momentum
Rule: closed up, at or above the open, in the top third of the day's range. Judged on internals, not on the size of the move.
Vs prior close+0.75%
From the open+0.94%
Range position76%
GapNo gap
QQQ confirmationConfirming (+1.11%)
SMH confirmationConfirming (+2.74%)
Ask a Legend to interpret this evidence → Commentary only — never scanner evidence or a sizing recommendation.
More stats
52W Low
$521.02
Tight Wks
0
Base
B1
SMA 200
$809.04
RS Line vs High
-23.0%
RS Line Slope
+3.6% ▲
ADR%
3.2%
ATR(14)
$28.93 (4.2%)
Vol Pace (live)
N/A
A/D Days
6A / 23D
A/D Rating
E
VDU Bars
0/10 d
Earnings
TODAY
CAT Chart
Interactive price, volume, RS, RSI, and MACD charts are available after sign in.
Technical Analysis Report Card
$CAT · $692.13 · as of 2026-10-26 · multi-factor read
13
/ 100
Reference read from price & volume only — the verdict at the top of the page decides the action.
Trend · Daily / Weekly / Monthly
Daily
▼ Downtrend
Weekly
▼ Downtrend
Monthly
▼ Downtrend
Moving Averages
50-day$796.45 ↓
100-day$854.49 ↓
200-day$809.04 ↓
Death Cross (fresh)
RSI (14)
Reading28.7 · Oversold
Oversold — sellers extended; a relief bounce is possible.
MACD (12/26/9)
StateBearish
Histogram-9.348
Bearish — MACD below its signal line and below zero. Histogram expanding.
Bollinger Bands (20,2)
%B / Width13% · 28.5%
Near the lower band — under pressure or oversold.
Volume · Buyer vs Seller
Up/Down vol0.75 · Neutral
Rel volume0.92×
Pocket pivots · 10d0
5d vs 50d vol106%
Heavy vol up / down0 / 1
Balanced — up/down volume is roughly even; no clear hand. Recent volume is expanding versus its baseline.
- 1 heavy-volume down day vs 0 up in the last 20 sessions — supply is showing.
Support & Resistance
R · $829.15swing level
R · $876.95swing level
R · $887.91swing level
Price · $692.13now
S · $521.0252-week low
Fibonacci · Downtrend swing
23.6%$772.47
38.2%$829.99
50.0%$876.48
61.8%$922.97
78.6%$989.15
Retracement resistance zones measured from the recent swing high down to the low.
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Daily downtrendWeekly downtrendMonthly downtrendBelow 200-day MA50/200 bearishRSI oversold
Want this read in a legend's voice?
Ask a Legend about CAT
Generic technical analysis generated mechanically from price & volume — educational research only, not financial advice or a personalized recommendation. Levels are illustrative; confirm on your own chart. New to these terms? →
Legend Verdicts
6 methodology checks
Who would consider this setup, why it qualifies, and what blocks it — calculated from the same deterministic methodology rules used across Legend AI.
How to read the numbers: the setup score (80/100, in the verdict band) rates this trade setup. Each legend's A–D grade rates the same setup against that legend's own checklist — so a high score next to a C grade is not a contradiction. The setup can be strong without fitting that legend's style. When the council disagrees, the verdict band breaks the tie.
Council consensus:
6 of 9 legends are Watching — building, not yet a confirmed buy.
Minervini
Avoid
D
Trend-template read: fails Price > 150-day MA AND 200-day MA.
partialRule check says AVOID (6/12 checks passed) — Trend-template read: fails Price > 150-day MA AND 200-day MA.
Passing evidence
1.2 150-day MA > 200-day MAMA150 $845.40 vs MA200 $809.04
1.8 RS rank ≥ 70 (prefer ≥ 85)RS rank 81
Failing evidence
1.1 Price > 150-day MA AND 200-day MAPrice $692.13, MA150 $845.40, MA200 $809.04
1.4 50-day MA > 150-day MA AND 200-day MAMA50 $796.45, MA150 $845.40, MA200 $809.04
O'Neil
Avoid
D
CANSLIM read: fails C: Quarterly EPS acceleration ≥ 25%.
partialRule check says AVOID (3/8 checks passed) — CANSLIM read: fails C: Quarterly EPS acceleration ≥ 25%.
Passing evidence
L: RS rank ≥ 80 (IBD leadership)RS rank 81
A: Annual earnings & revenue qualityRev +4.3% | ROE 47.6%
Failing evidence
C: Quarterly EPS acceleration ≥ 25%+7.4% QoQ
N: Near 52-week high or RS line new high35.5% below high | RS line new high: False
Weinstein
Watch
C
Stage-analysis read: Stage 2 is present; 3 supporting checks need improvement.
mediumClassic Stage 2 advancing phase — strong weekly trend confirms uptrend. This is Weinstein's sweet spot: buy and hold while price remains above the 30-week MA.
Passing evidence
Stage 2 (Advancing phase) confirmedStage 2 (Advancing)
30-week MA trending upwardFrom weekly scan context
Failing evidence
Price above 30-week MA (200-day proxy)Price $692.13 vs MA200 $809.04
Volume expansion above averageVolume ratio 0.92x
dennis
Watch
C
Turtle read: no Donchian signal. The system stays flat until price takes out the 20-day high.
Passing evidence
No breakdown below the 20-day channel20-day low $681.23
Volatility-unit sizing (1N ≈ 1% of equity)1N = $26.86 (3.88% of price); the Turtles size 1 unit so a 1N move ≈ 1% of equity, making the 2N stop ≈ 2% equity risk
Failing evidence
S1: 20-day Donchian breakoutNot confirmed
S2: 55-day Donchian breakoutNot confirmed
zanger
Avoid
C
Zanger read: a hard gate is broken — either the pattern is not one of his six, or the entry is more than 5% past the breakout. He would not touch this.
Passing evidence
Not extended (≤5% above the breakout point)Measured as passing
Partial-profit plan: sell 20-30% at +15-20%Scale 20-30% at $795.95-$830.56; trail the rest
Failing evidence
Named Zanger pattern onlyPocket Pivot is not one of Zanger's six
Breakout volume 1.5-2.0x averageData unavailable
zweig
Watch
D
Zweig read: part of his screen passes but not all: EPS growth above the market (≥15% QoQ); Reasonable price for the growth (P/E ≤ 35); Insider buying — wait for the full growth screen before treating this as a Zweig setup.
Passing evidence
Price strength (RS ≥ 70)RS score 81 — Zweig buys strength, not bargains
Breadth momentum: 10-day A/D ratio10-day A/D 1.18 (2050 adv / 1742 dec) — participation expanding
Failing evidence
EPS growth above the market (≥15% QoQ)+7.4% QoQ — Zweig wants growth above the S&P average
Reasonable price for the growth (P/E ≤ 35)Trailing P/E 36.8x — no PEG or forward P/E stored
Livermore
Watch
B
Pivotal-point read: constructive evidence is present, but volume vs average is unresolved.
Passing evidence
Price$692.13
Relative strengthRS 81
Failing evidence
Volume vs average0.92x
Distance from 52-week high35.5% below high
Darvas
Watch
B
Box-theory read: constructive evidence is present, but volume vs average is unresolved.
Passing evidence
Price$692.13
Relative strengthRS 81
Failing evidence
Volume vs average0.92x
Distance from 52-week high35.5% below high
Wyckoff
Watch
B
Supply-and-demand read: constructive evidence is present, but volume vs average is unresolved.
Passing evidence
Price$692.13
Relative strengthRS 81
Failing evidence
Volume vs average0.92x
Distance from 52-week high35.5% below high
Base & Breakout
Breakout follow-through
No active breakout tracked — Legend AI monitors daily for pivot-point breaks. What's a breakout?
RS Line vs SPY
52-week relative strength · blue = RS line · dashed = MA50 · dot = NH
▲ Rising
Accumulation / Distribution
last 65 sessions · green = acc on high vol · red = dist on high vol
Net +0
Fundamentals & leadership quality — Minervini’s published criteria · 3/7 met
C
3/7 criteria
Separate score from the Minervini Trend Template (4/8): the Trend Template grades the price structure, this grades the company & leadership (earnings, sales, margins, RS rank). A stock can ride a clean trend while its fundamentals lag, so the two often differ by design — they are not the same checklist.
EPS acceleration ≥25% QoQ
+7%
Revenue growth ≥20% YoY
+4%
Gross margin ≥30%
34%
ROE ≥17%
48%
RS rating ≥80 (leadership)
81
Stage 2 uptrend (Weinstein)
Stage 1
Within 25% of 52W high
-35.5%
Method Playbook
Trade it like Darvas
EXACT LEVELS · PRO
Darvas B · Watch — The deterministic methodology check is Watch; wait for the failing or incomplete criteria to improve before the trigger can qualify.
Pivot
Pro levelPublished-method rule: Use the top of the active Darvas box near the high as the mechanical breakout boundary.
Evidence: Canonical setup geometry is available with Pro.
Evidence: Canonical setup geometry is available with Pro.
Entry trigger
Pro levelPublished-method rule: Require price to clear the box top with volume confirmation; movement inside the box remains observation, not a trigger.
Evidence: Canonical setup geometry is available with Pro.
Evidence: Canonical setup geometry is available with Pro.
Initial stop
Pro levelPublished-method rule: Start below the active box support or the canonical structural stop that proves the breakout failed.
Evidence: Canonical setup geometry is available with Pro.
Evidence: Canonical setup geometry is available with Pro.
Trail
Rule-basedPublished-method rule: As higher boxes form, raise the stop beneath the newest confirmed box floor; the stop moves up only.
Evidence: Planned management rule; no stored stop or broker order is changed automatically.
Evidence: Planned management rule; no stored stop or broker order is changed automatically.
Exit / invalidation
Pro levelPublished-method rule: Exit when price breaks the active box floor or decisively falls back through the breakout structure.
Evidence: Canonical setup geometry is available with Pro.
Evidence: Canonical setup geometry is available with Pro.
Deterministic educational plan, not a recommendation. No order or stop is changed automatically. Method and sources →
The published-method workflow is public. Unlock exact pivot, entry, stop, target, and sizing with Pro →
Pattern Analysis (historical)
Pocket Pivot
Historical replay: +20% before −8% within 40 sessions: 17% (n=657) · source bars 2024-11-01–2026-10-26 · avg +0.8% per setup (+0.10R)
80
setup score
RS Score
81
Trend template
4/8
CANSLIM
68.9* (B)
volume ratio: 1.05
near moving avg: ✓
upper close: ✓
shooting star: ✗
price past buy range: ✗
vol beats down: ✓
bars since signal: 1
signal close: 848.14
validation reason: valid pocket-pivot
multi tf evaluated: ✓
multi tf reason: weekly trend template 6/8 confirmed + no fresh 13-week low
Why This Setup?
Pocket Pivot · schematic
Up vol 2,300,353 vs max down vol 2,190,812 (near MA), upper_close=yes, bars_ago=1 | Strong trend (7/8) | Top RS (81) | Moderate pattern (65%) | Stage 2 | Readiness 67/100 (watch) | CANSLIM 68.9 (B)
The Universal Edge Check · context only
What the setup still has going for it, recorded for later. The verdict above stands — these principles do not overrule it.
2/7
universals met
- Clear of earnings — not met in 0 days — event risk
- A relative-strength leader — partly met RS rank 60 — middling
- In a confirmed uptrend — partly met Stage 1 · Trend template 4/8 — not yet Stage 2
- Not chasing (in range) — partly met Pivot distance unknown
- Volume confirms — partly met 0.8× average — light
- Asymmetric reward — met Met — levels are a Pro detail
- Risk is defined — met Met — levels are a Pro detail
Minervini Trend Template
4/8Grades the price structure — moving-average stacking, distance from the 52-week high/low, and relative strength above the ≥70 uptrend bar. This is the technical trend check; the company's fundamentals and ≥80 RS leadership are scored separately in the Grade Card.
Price above SMA 150 & 200
$692.13 vs SMA150 $845.40 / SMA200 $809.04
SMA 150 above SMA 200
SMA150 $845.40 vs SMA200 $809.04
SMA 200 trending up
Slope +18.35 over 20 days
SMA 50 above SMA 150 & 200
SMA50 $796.45
Price above SMA 50
$692.13 vs SMA50 $796.45
30%+ above 52-week low
+32.8% from $521.02
Within 25% of 52-week high
-35.5% from $1073.46
RS score above 70
RS 81
Fundamentals
52W Range
31%
Mkt Cap SEC
318.2B
EPS QoQ
+7%
Rev YoY
+4%
ROE
48%
Gross Margin
34%
D/E
2.03
EPS TTM
$18.81
P/E TTM
36.8x
Float
460M
Insider
No Buy
Company
Company profile
Caterpillar, Inc.
CANSLIM — current EPS, annual EPS, new highs, supply, leader RS, inst. sponsorship, market
B
68.9* CANSLIM
* disqualified on C, M
C · Curr. EPS
66
A · Annual EPS
91
N · New Highs
40
S · Supply/Demand
55
L · Leader RS
81
I · Inst. Spons.
100
M · Market
30
Weekly Context
Multi-timeframe signals from weekly barsW. Trend
6/8
W. RS
72
W. Support
$704.27
W. Resist
$1073.46
Weekly Structure
Trend
Neutral
Tight Weeks
0
Confirmation
Neutral
Scan History
Oct 07
Pocket Pivot
✓ Gate
80
Oct 06
Pocket Pivot
✓ Gate
81
-19.8%
Oct 07
Pocket Pivot
✓ Gate
81
-15.0%
Oct 05
Darvas Box
✓ Gate
85
-18.4%
Latest News
Headlines for CATLoading headlines…
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