VOL. XCIV, NO. 247

* MOAT STOCKS COMPARISON *

NO ADVICE

Friday, December 26, 2025

Stock Comparison

Caterpillar Inc. vs The Charles Schwab Corporation

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Caterpillar Inc.

CAT · New York Stock Exchange

Market cap (USD)
SectorIndustrials
CountryUS
Data as of2025-12-25
Moat score
68/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

View full moat analysis >

The Charles Schwab Corporation

SCHW · New York Stock Exchange

Market cap (USD)
SectorFinancials
CountryUS
Data as of2025-12-26
Moat score
74/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

View full moat analysis >

Side-by-side metrics

Caterpillar Inc.
The Charles Schwab Corporation
Ticker / Exchange
CAT - New York Stock Exchange
SCHW - New York Stock Exchange
Market cap (USD)
n/a
n/a
Sector
Industrials
Financials
HQ country
US
US
Primary segment
Energy & Transportation
Investor Services
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Weak
Moat score
68 / 100
74 / 100
Moat domains
Supply, Demand, Financial, Network
Supply, Demand, Financial, Network
Last update
2025-12-25
2025-12-26

Moat coverage

Shared moat types

Brand TrustService Field NetworkSuite BundlingEcosystem Complements

Caterpillar Inc. strengths

Distribution ControlInstalled Base ConsumablesCapex Knowhow ScaleDesign In QualificationUnderwriting Risk Pooling

The Charles Schwab Corporation strengths

Scale Economies Unit CostFloat PrepaymentData Workflow Lockin

Segment mix

Caterpillar Inc. segments

Full profile >

Construction Industries

Oligopoly

35.9%

Resource Industries

Oligopoly

17.5%

Energy & Transportation

Oligopoly

40.7%

Financial Products

Competitive

5.3%

All Other

Competitive

0.6%

The Charles Schwab Corporation segments

Full profile >

Investor Services

Oligopoly

79.4%

Advisor Services

Oligopoly

20.6%

Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.