Caterpillar Inc. is the world's largest manufacturer of heavy equipment. It markets its products for construction, mining, agriculture, forestry and other industries. Recent acquisitions include Bucyrus to expand in mining. Competitors include Deere, Komatsu and Joy Mining. Caterpillar also has logistics and financing divisions. The company saw strong recovery in 2010-2011 after economic downturn. It aims to achieve global leadership through product development, cost reductions and expanding in emerging markets like China, India and others.

1. Caterpillar Inc.Kyle Abbey Nigel Jordan Ken RatliffScott Spencer Kyle Zaunbrecher

2. Company OverviewWorld’s largest manufacturer of heavy equipmentMarkets include construction, mining, agriculture, forestry, and many othersRecent acquisition of BucyrusCompetitorsDeere & Co., Komatsu Ltd., Joy Mining, CNH Global

3. Additional BrandsCAT LogisticsWorld-class supply chain managementServes more than 60 global firmsAerospace, oil and gas, industrial, and high techCAT FinancialProvide customers with a means of financing equipment purchasesInsurance provided as well

4. Financial AnalysisStrong recovery in 2010 from 2009.Surpassed 2010 2nd quarter figures for 2011.Growth of company continues.

5. Financial AnalysisIncreased efficiency of assets.Exceptional profitability increase after 2009 economic downturn.

6. Financial Analysis

7. SWOT AnalysisStrengthsOperational EfficiencyWide Product BaseExtensive DistributorshipResearch and DesignWeaknessesLegal Proceedings

8. SWOT AnalysisOpportunitiesEmerging MarketsInorganic GrowthFacility ExpansionThreatsEnvironmental RegulationsCurrency Rates

9. StrategyExecute the Business ModelExecute at Product DevelopmentSimplify and attack cost structureAchieve profit and cash pull throughWin in China… grow to leadership in India, ASEAN and CISAchieve profitable global machine leadershipExpand leadership in Mining and Quarry & AggregatesAggressively grow Power Systems“Big 8” Imperatives

10. VisionCaterpillar is the recognized leader everywhere it does businessOur Products, services and solutions help the customer succeedOur distribution system is the competitive advantageOur supply chain is world class

11. VisionOur business model drives superior resultsOur people are talented and live Our Values in ActionOur work today helps our customers create a more sustainable worldOur financial performance consistently rewards our stockholders

12. ValuesIntegrityThe Power of HonestyExcellenceThe Power of QualityTeamworkThe Power of Working TogetherCommitmentThe Power of Responsibility

13. GoalsDelivering Superior ResultsEPS, OPACC, Cash FlowDelivering the Best Team of PeopleWorld class safety and inclusionGlobal Leader Everywhere We Do BusinessProduct Quality, PINS, aftermarket parts growth

14. Porter’s Generic Strategies – Construction/Farming/Mining EquipmentROI Market Share

15. Porter Generic StrategyDifferentiation StrategyMichael Porter uses Caterpillar as an example for this strategyVast Dealer Network - 3,500 Dealers Worldwide in more than 180 CountriesSpare-Parts AvailabilityBrand Identity- Quality/Durable Products

16. Worldwide Coverage

17. Porter’s “Five Forces” StrategyLow toModerateLowLow to ModerateLow toModerateModerate

18. Collins’ AnalysisLevel 5 Leadership

19. Doug Oberhelman

20. Millikin University (Finance)

21. Positions in South America, Japan, Florida, Canada, Illinois

22. First Who, Then What