Caterpillar, Inc. · NYSE:CAT
Caterpillar — Investor Day (May 2019)
15 slides from Caterpillar's investor day presentation, May 2, 2019
Slide 1: Investor Day 2019
OUR SOLUTIONS HELP OUR CUSTOMERS BUILD A BETTER WORLD. INVESTOR DAY 2019 CATERPILLAR’ 4
Slide 2: Forward-Looking Statements
Forward-Looking Statements Certain statements in this financial presentation relate to future events and expectations and are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as “believe,” “estimate,” “will be,” “will,” “would,” “expec
Slide 3: Agenda
Welcome Agenda Strategy Execution – Jim Umpleby Services – Bob De Lange Operational Excellence / Expanded Offerings – Denise Johnson Financial Framework – Andrew Bonfield Q&A – Executive Office INVESTOR DAY 2019
Slide 4: Operational Excellence Expanded Offerings
INVESTOR DAY 2019 Operational Excellence Expanded Offerings Denise Johnson Group President
Slide 5: Operational Excellence
OPERATIONAL EXCELLENCE Operational Excellence We continue to leverage our foundational strengths − Competitive and Flexible Cost Discipline − Lean − Safety − Quality INVESTOR DAY 2019
Slide 6: Delivering Sustainable Shareholder Returns Through Disciplined Cost Management
Delivering Sustainable Shareholder Returns Through Disciplined Cost Management Structural Net Fixed $1.8B * Cost Reduction $3.3B * Asset Reduction Announced the closure Reduced manufacturing Streamlined manufacturing Sufficient manufacturing or consolidation of footprint by 25 M sq. ft.* approach ut
Slide 7: Strengthening Core Competencies Foundational to Our Brand Promise Using Lean
Strengthening Core Competencies Foundational to Our Brand Promise Using Lean LEAN MANPOWER UTILIZATION CAPITAL UTILIZATION Engineered SHORTEN LEAD TIME Value Chain RIGHT PART, RIGHT TIME BUILT IN QUALITY 6 Sigma / Cat Production System CREATES CUSTOMER VALUE INVESTOR DAY 2019
Slide 8: Improving Supply Flexibility / Agility
Improving Supply Flexibility / Agility • Driving an end-to-end view of flexibility through the cycles • Parts and product availability improvement • Engaging with suppliers to synchronize the value chain • Progress made, focused on continuous improvement Distribution Center Machine Assembly Engineer
Slide 9: Expanded Offerings
Expanded Offerings Our focus reflects our commitment to create greater customer value and loyalty by providing the right products EXPANDED and services to meet customer needs. OFFERINGS INVESTOR DAY 2019
Slide 10: Growing Our Customer Base with Lifecycle Performance Offerings
Growing Our Customer Base with Lifecycle Performance Offerings Lifecycle Performance Products Cost/ Unit LIFECYCLE PERFORMANCE • Iconic brand promise Work MEDIUM TO HEAVY APPLICATIONS XE MODELS COST / JOB FOCUS CAT MODELS • Premium products designed to be LIFECYCLE VALUE powerful, durable, highest e
Slide 11: Growing Our Customer Base with New Offerings
Profitable Growth with Growing Our Customer Base with New Offerings an Expanded Customer Base Reaching New Customers – Right Product for the Right Customer for the Right Job Cost/ LIFECYCLE PERFORMANCE • Expand into untapped market Unit Work MEDIUM TO HEAVY APPLICATIONS segments and regions COST / J
Slide 12: Investing in Technologies to Support Our Customers
Investing in Technologies to Support Our Customers Electric Drive Next Generation Filter D6 D6XE • 2X filter life • Up to 20% better • Up to 35% better fuel efficiency • Improved serviceability fuel efficiency • Automatic transmission • World’s first high drive • Ultra high efficiency media electric
Slide 13: Leveraging a Broad Product Offering and New Technologies for Oil & Gas Customers
Leveraging a Broad Product Offering and New Technologies for Oil & Gas Customers Pipeline Construction Site Prep Rig Mobilization / Drilling Well Servicing Production / Transmission • Products ranging from Construction Industries to Reciprocating Engines to Solar Turbines ENGINE • Caterpillar provid
Slide 14: Investing in Technologies to Support Our Customers
Investing in Technologies to Support Our Customers REMOTE CONTROL SEMI-AUTONOMY AUTONOMY Cat® GRADE Assist INVESTOR DAY 2019
Slide 15: Agenda
Welcome Agenda Strategy Execution – Jim Umpleby Services – Bob De Lange Operational Excellence / Expanded Offerings – Denise Johnson Financial Framework – Andrew Bonfield Q&A – Executive Office INVESTOR DAY 2019