HomeCompareCAT vs IEX

CAT vs IEX: Dividend Comparison 2026

CAT yields 0.89% · IEX yields 1.55%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 IEX wins by $12.5K in total portfolio value
10 years
CAT
CAT
● Live price
0.89%
Share price
$667.43
Annual div
$5.94
5Y div CAGR
42.9%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.0K
Annual income
$4,847.85
Full CAT calculator →
IEX
IEX
● Live price
1.55%
Share price
$183.49
Annual div
$2.84
5Y div CAGR
40.9%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$47.5K
Annual income
$9,282.08
Full IEX calculator →

Portfolio growth — CAT vs IEX

📍 IEX pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodCATIEX
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
📅

Dividend Calendar Overlap

Combined, CAT + IEX cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CAT pays
IEX pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

CAT
Annual income on $10K today (after 15% tax)
$75.65/yr
After 10yr DRIP, annual income (after tax)
$4,120.67/yr
IEX
Annual income on $10K today (after 15% tax)
$131.56/yr
After 10yr DRIP, annual income (after tax)
$7,889.77/yr
At 15% tax rate, IEX beats the other by $3,769.10/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of CAT + IEX for your $10,000?

CAT: 50%IEX: 50%
100% IEX50/50100% CAT
Portfolio after 10yr
$41.3K
Annual income
$7,064.97/yr
Blended yield
17.11%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on CAT right now

CAT
Analyst Ratings
25
Buy
21
Hold
7
Sell
Consensus: Buy
Price Target
$697.07
+4.4% upside vs current
Range: $425.00 — $825.00
Altman Z
4.7
Piotroski
6/9
IEX
Analyst Ratings
14
Buy
15
Hold
Consensus: Hold
Price Target
$236.83
+29.1% upside vs current
Range: $220.00 — $247.00
Altman Z
4.8
Piotroski
8/9
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CAT buys
0
IEX buys
0
No recent congressional trades found for CAT or IEX in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCATIEX
Forward yield0.89%1.55%
Annual dividend / share$5.94$2.84
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR42.9%40.9%
Portfolio after 10y$35.0K$47.5K
Annual income after 10y$4,847.85$9,282.08
Total dividends collected$13.5K$24.6K
Payment frequencyquarterlyquarterly
SectorIndustrialsIndustrials
Analyst consensusBuyHold
Analyst price target$697.07$236.83

Year-by-year: CAT vs IEX ($10,000, DRIP)

YearCAT PortfolioCAT Income/yrIEX PortfolioIEX Income/yrGap
1← crossover$10,827$127.18$10,918$218.08$91.00IEX
2$11,769$183.90$11,996$313.54$227.00IEX
3$12,860$266.96$13,289$453.63$429.00IEX
4$14,150$389.58$14,881$661.76$731.00IEX
5$15,712$572.46$16,899$975.81$1.2KIEX
6$17,661$848.98$19,541$1,459.17$1.9KIEX
7$20,172$1,274.46$23,131$2,221.89$3.0KIEX
8$23,528$1,944.03$28,213$3,463.33$4.7KIEX
9$28,203$3,028.23$35,751$5,562.68$7.5KIEX
10$35,025$4,847.85$47,535$9,282.08$12.5KIEX

CAT vs IEX: Complete Analysis 2026

CATIndustrials

Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, and industrial gas turbines worldwide. Its Construction Industries segment offers asphalt pavers, backhoe loaders, compactors, cold planers, compact track and multi-terrain loaders, excavators, motorgraders, pipelayers, road reclaimers, site prep tractors, skid steer loaders, telehandlers, and utility vehicles; mini, small, medium, and large excavators; compact, small, and medium wheel loaders; track-type tractors and loaders; and wheel excavators. The Resource Industries segment provides electric rope shovels, draglines, hydraulic shovels, rotary drills, hard rock vehicles, track-type tractors, mining trucks, longwall miners, wheel loaders, off-highway trucks, articulated trucks, wheel tractor scrapers, wheel dozers, fleet management, landfill compactors, soil compactors, machinery components, autonomous ready vehicles and solutions, select work tools, and safety services and mining performance solutions. The Energy & Transportation segment offers reciprocating engines, generator sets, integrated systems and solutions, turbines and turbine-related services, remanufactured reciprocating engines and components, centrifugal gas compressors, diesel-electric locomotives and components, and other rail-related products and services for marine, oil and gas, industrial, and electric power generation sectors. The company's Financial Products segment provides operating and finance leases, installment sale contracts, working capital loans, and wholesale financing plans; and insurance and risk management products for vehicles, power generation facilities, and marine vessels. The All Other operating segment manufactures filters and fluids, undercarriage, ground engaging tools, etc. The company was formerly known as Caterpillar Tractor Co. and changed its name to Caterpillar Inc. in 1986. The company was founded in 1925 and is headquartered in Deerfield, Illinois.

Full CAT Calculator →

IEXIndustrials

IDEX Corporation, together with its subsidiaries, provides applied solutions worldwide. The company operates through three segments: Fluid & Metering Technologies (FMT), Health & Science Technologies (HST), and Fire & Safety/Diversified Products (FSDP). The FMT segment designs, produces, and distributes positive displacement pumps, small volume provers, flow meters, injectors, and other fluid-handling pump modules and systems, as well as offers flow monitoring and other services for the food, chemical, general industrial, water and wastewater, agricultural, and energy industries. The HST segment designs, produces, and distributes precision fluidics, rotary lobe pumps, centrifugal and positive displacement pumps, roll compaction and drying systems, pneumatic components and sealing solutions, high performance molded and extruded sealing components, custom mechanical and shaft seals, engineered hygienic mixers and valves, biocompatible medical devices and implantables, air compressors and blowers, optical components and coatings, laboratory and commercial equipment, precision photonic solutions, and precision gear and peristaltic pump technologies. This segment serves food and beverage, pharmaceutical and biopharmaceutical, cosmetics, marine, chemical, wastewater and water treatment, life sciences, research, and defense markets. The FSDP segment designs, produces, and distributes firefighting pumps, valves and controls, rescue tools, lifting bags, and other components and systems for the fire and rescue industry; engineered stainless steel banding and clamping devices for various industrial and commercial applications; and precision equipment for dispensing, metering, and mixing colorants and paints used in retail and commercial businesses. IDEX Corporation was incorporated in 1987 and is headquartered in Northbrook, Illinois.

Full IEX Calculator →
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.