HomeCompareCAT vs PBFX

CAT vs PBFX: Dividend Comparison 2026

CAT yields 0.89% · PBFX yields 74.55%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 PBFX wins by $413.00 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 →
PBFX
PBFX
● Live price
74.55%
Share price
$19.90
Annual div
$14.83
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.4K
Annual income
$13.11
Full PBFX calculator →

Portfolio growth — CAT vs PBFX

📍 PBFX 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 PeriodCATPBFX
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 + PBFX cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CAT pays
PBFX 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
PBFX
Annual income on $10K today (after 15% tax)
$6,336.56/yr
After 10yr DRIP, annual income (after tax)
$11.14/yr
At 15% tax rate, CAT beats the other by $4,109.53/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CAT: 50%PBFX: 50%
100% PBFX50/50100% CAT
Portfolio after 10yr
$35.2K
Annual income
$2,430.49/yr
Blended yield
6.90%
📊

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
PBFX
Analyst Ratings
3
Buy
4
Hold
Consensus: Hold
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
PBFX buys
0
No recent congressional trades found for CAT or PBFX in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCATPBFX
Forward yield0.89%74.55%
Annual dividend / share$5.94$14.83
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR42.9%-50%
Portfolio after 10y$35.0K$35.4K
Annual income after 10y$4,847.85$13.11
Total dividends collected$13.5K$9.3K
Payment frequencyquarterlyquarterly
SectorIndustrialsStock
Analyst consensusBuyHold

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

YearCAT PortfolioCAT Income/yrPBFX PortfolioPBFX Income/yrGap
1← crossover$10,827$127.18$14,427$3,727.39$3.6KPBFX
2$11,769$183.90$17,950$2,512.92$6.2KPBFX
3$12,860$266.96$20,668$1,460.99$7.8KPBFX
4$14,150$389.58$22,901$786.06$8.8KPBFX
5$15,712$572.46$24,911$407.00$9.2KPBFX
6$17,661$848.98$26,861$206.88$9.2KPBFX
7$20,172$1,274.46$28,846$104.24$8.7KPBFX
8$23,528$1,944.03$30,917$52.31$7.4KPBFX
9$28,203$3,028.23$33,108$26.20$4.9KPBFX
10$35,025$4,847.85$35,438$13.11$413.00PBFX

CAT vs PBFX: 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.

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PBFXStock

PBF Logistics LP owns, leases, acquires, develops, and operates crude oil and refined petroleum products terminals, pipelines, storage facilities, and other logistics assets in the United States. It operates in two segments, Transportation and Terminaling; and Storage. The company's assets include the DCR rail terminal, a double loop track with ancillary pumping and unloading equipment; the Toledo Truck Terminal, a crude truck unloading terminal; the DCR West Rack, a heavy crude oil rail unloading facility at the Delaware city refinery; and the Toledo storage facility, which includes a propane storage and loading facility. Its assets also comprise the DCR products pipeline, an interstate petroleum products pipeline; the DCR truck rack, a truck loading rack; the San Joaquin Valley pipeline system and Paulsboro natural gas pipeline; the Toledo rail products facility, a loading and unloading rail facility; the Chalmette truck rack, a truck loading rack facility; the Chalmette rosin yard, a rail yard facility; the Paulsboro lube oil terminal, a lube oil terminal facility; and the Delaware ethanol storage facility, an ethanol storage facility. In addition, the company is involved in receiving, handling, storing, and transferring crude oil, refined products, natural gas, and intermediates. PBF Logistics LP was founded in 2012 and is headquartered in Parsippany, New Jersey.

Full PBFX 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.