Avantis US Small Cap Value ETF vs Caterpillar Inc — how do they compare? Avantis US Small Cap Value ETF trades at $128.76, while Caterpillar Inc trades at $847.61 (market cap $385.01B). The key difference: Caterpillar Inc pays a 0.78% dividend while Avantis US Small Cap Value ETF pays none. Which is the better fit depends on your goals.
| AVUV | CAT | |
|---|---|---|
Sector | Sector/Thematic | Industrials |
52-Week High | $128.74 | $1.06K |
52-Week Low | $93.93 | $407.79 |
Market Cap | — | $385.01B |
Enterprise Value | — | $423.45B |
Dividend Yield | — | 0.78% |
Signals from Pluang's Aura AI — not financial advice
AVUV trades at $126.88, up 0.36% today, with a bullish technical signal from moving averages and neutral oscillators. Recent news highlights strong small-cap value performance and potential benefits from rate outlook shifts. The ETF focuses on U.S. small-cap value stocks, offering diversification from tech-heavy portfolios.
Outlook remains positive due to small-cap momentum and value factor tailwinds, but risks include higher volatility and sensitivity to interest rates. Analyst sentiment is favorable, emphasizing long-term growth potential in tax-advantaged accounts like Roth IRAs.
Caterpillar (CAT) trades at $843.37, up 0.14% on the day, with strong year-to-date performance driven by robust earnings beats and AI data center demand. The stock shows a bearish technical signal but maintains solid fundamentals, including a net income margin of 14.51% and ROE of 56.99%. Recent news highlights growth from power and energy segments, with a dividend increase expected in June 2026.
Outlook remains positive due to earnings momentum and infrastructure tailwinds, though elevated valuation ratios like a P/E of 36.07 pose risks. Analyst consensus is bullish with a $1,010 price target, but investors should monitor economic cycles and competitive pressures that could impact future performance.
Trailing returns across standard periods
Latest headlines on both assets
AVUV is an actively managed ETF that targets small-cap value companies in the United States. It uses a systematic, rules-based process to identify firms with low valuations and high profitability, aiming to capture the historical premiums of 'size' and 'value' while filtering for financial quality.
Read more on AVUV →Caterpillar Inc. designs, manufactures, and markets construction, mining, and forestry machinery. The Company also manufactures engines and other related parts for its equipment, and offers financing and insurance. Caterpillar distributes its products through a worldwide organization of dealers.
Read more on CAT →