“Analyzing Caterpillar Corporation: A Comprehensive Study of Financial Statements and Corporate Overview”

1.      Students will complete a class
project which will involve the study of Caterpillar Corporation, using the 2021
Annual Report.  Project can be completed individually;
however, students are encouraged to work in groups of 3-4 persons. 
2.      The study will include a vertical and
horizontal analysis of both Income Statements and Balance Sheets.  Groups/student will also provide history of
the corporation studied, a brief discussion of the CEO, CFO, Board of
Directors, and products sold/services provided. 
Groups/student will discuss the Fiscal Year used by the corporation, Working
Capital, Earnings Per Share on Common Stock, and the Price-Earnings Ratio.   
3.      A total of 100 points will be awarded
to each student for completion of a 10-page paper (1 paper per group) with
citations. 
4.      Grading:
a.      100 points- A 10-page paper, double
spaced, Arial or Times New Roman style, 12 font size, APA style/format, with a
least 5 citations.  Less that 10 pages, 20
points will be deducted from the 100-point total.  Less than 5 citations, 20 points will be
deducted from the 100-point total.  If no
vertical and horizontal analyses is explained in the
paper, 40 points will be deducted from the 100-point total.
b.      The 10-page paper for the class
project is due by June 5th, 2023. 
Students can email me their work in Canvas.