HomeCompareWTRG vs CAT

WTRG vs CAT: Dividend Comparison 2026

WTRG yields 3.30% · CAT yields 0.89%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 WTRG wins by $105.7K in total portfolio value
10 years
WTRG
WTRG
● Live price
3.30%
Share price
$41.05
Annual div
$1.35
5Y div CAGR
43.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$140.7K
Annual income
$53,649.05
Full WTRG calculator →
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 →

Portfolio growth — WTRG vs CAT

📍 WTRG pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

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

Crisis PeriodWTRGCAT
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, WTRG + CAT cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

WTRG
Annual income on $10K today (after 15% tax)
$280.22/yr
After 10yr DRIP, annual income (after tax)
$45,601.69/yr
CAT
Annual income on $10K today (after 15% tax)
$75.65/yr
After 10yr DRIP, annual income (after tax)
$4,120.67/yr
At 15% tax rate, WTRG beats the other by $41,481.02/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

WTRG: 50%CAT: 50%
100% CAT50/50100% WTRG
Portfolio after 10yr
$87.9K
Annual income
$29,248.45/yr
Blended yield
33.29%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on CAT right now

WTRG
Analyst Ratings
9
Buy
8
Hold
1
Sell
Consensus: Buy
Price Target
$42.25
+2.9% upside vs current
Range: $38.00 — $45.00
Altman Z
1.0
Piotroski
6/9
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
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)

WTRG buys
2
CAT buys
0
PoliticianChamberTickerTypeAmountDate
Lisa McClain🏢 House$WTRG▲ Buy$1,001 - $15,0002025-09-25
Dan Newhouse🏢 House$WTRG▼ Sell$1,001 - $15,0002025-04-11
Michael Patrick Guest🏢 House$WTRG▼ Sell$1,001 - $15,0002023-01-11
Susie Lee🏢 House$WTRG▼ Sell$1,001 - $15,0002020-06-04
Susie Lee🏢 House$WTRG▲ Buy$1,001 - $15,0002020-04-27
Angus King🏛 Senate$WTRG▼ Sell$1,001 - $15,0002020-03-05
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWTRGCAT
Forward yield3.30%0.89%
Annual dividend / share$1.35$5.94
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR43.4%42.9%
Portfolio after 10y$140.7K$35.0K
Annual income after 10y$53,649.05$4,847.85
Total dividends collected$110.9K$13.5K
Payment frequencyquarterlyquarterly
SectorStockIndustrials
Analyst consensusBuyBuy
Analyst price target$42.25$697.07

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

YearWTRG PortfolioWTRG Income/yrCAT PortfolioCAT Income/yrGap
1← crossover$11,173$472.75$10,827$127.18+$346.00WTRG
2$12,663$707.87$11,769$183.90+$894.00WTRG
3$14,624$1,075.20$12,860$266.96+$1.8KWTRG
4$17,312$1,664.18$14,150$389.58+$3.2KWTRG
5$21,164$2,640.24$15,712$572.46+$5.5KWTRG
6$26,972$4,325.74$17,661$848.98+$9.3KWTRG
7$36,248$7,388.01$20,172$1,274.46+$16.1KWTRG
8$52,091$13,306.57$23,528$1,944.03+$28.6KWTRG
9$81,366$25,628.28$28,203$3,028.23+$53.2KWTRG
10$140,711$53,649.05$35,025$4,847.85+$105.7KWTRG

WTRG vs CAT: Complete Analysis 2026

WTRGStock

Essential Utilities, Inc., through its subsidiaries, operates regulated utilities that provide water, wastewater, or natural gas services in the United States. It offers water services through operating and maintenance contract with municipal authorities and other parties. The company also provides non-utility raw water supply services for firms in the natural gas drilling industry; and water and sewer line protection solutions, and repair services to households through a third-party. It serves approximately 7.5 million residential water, commercial water, fire protection, industrial water, wastewater, and other water and utility customers in Pennsylvania, Ohio, Texas, Illinois, North Carolina, New Jersey, Indiana, Virginia, West Virginia, and Kentucky under the Aqua and Peoples brands. The company was formerly known as Aqua America, Inc. and changed its name to Essential Utilities, Inc. in February 2020. Essential Utilities, Inc. was founded in 1886 and is headquartered in Bryn Mawr, Pennsylvania.

Full WTRG Calculator →

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 →
📬

Get this WTRG vs CAT comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

WTRG vs SCHDWTRG vs JEPIWTRG vs OWTRG vs KOWTRG vs MAIN

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