Performance analysis of Caterpillar (CAT)
Annual Return
Over the past 3 years, CAT has had an average annual return of +51.94%, outperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, CAT has had an average annual return of +34.91%, outperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, CAT has had an average annual return of +29.66%, outperforming the benchmark SPY, which returned +14.91% annual.
Since Nov 1, 1999, CAT has had an average annual return of +16.65%, outperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +51.64% | +60.30% | +24.65% | +25.97% | +18.58% | +15.96% | +26.92% | +19.48% | -17.54% | +75% | +42.17% | -22.99% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +3.47% | +3.43% | +1.58% | -1.48% | +68.60% | +33.15% | -36.82% | +20.47% | +7.86% | +20.68% | +19.75% | +86.10% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -9.81% | +13.73% | +4.16% | -13.86% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +15.02% | +13% | -4.63% | +25.88% | -1.60% | +21.58% | -18.77% | +51.64% | |||||
| 2025 | +2.76% | -7.40% | -4.11% | -5.76% | +12.53% | +11.54% | +13.25% | -4.33% | +13.87% | +21.32% | -0.26% | -0.50% | +60.30% |
| 2024 | +2.03% | +11.21% | +9.72% | -8.36% | +1.18% | -1.60% | +4.35% | +2.86% | +9.83% | -3.47% | +7.95% | -10.67% | +24.65% |
| 2023 | +5.83% | -5.05% | -4.47% | -3.87% | -5.96% | +19.59% | +8.30% | +6.02% | -2.89% | -16.77% | +10.91% | +17.93% | +25.97% |
| 2022 | -2.02% | -6.94% | +18.79% | -5.03% | +2.52% | -17.18% | +11.64% | -6.83% | -11.17% | +32.76% | +9.22% | +1.33% | +18.58% |
| 2021 | +0.98% | +18.07% | +7.41% | -1.18% | +5.69% | -9.73% | -4.48% | +1.99% | -8.96% | +6.86% | -5.22% | +6.93% | +15.96% |
| 2020 | -10.44% | -5.41% | -6.60% | +1.18% | +3.22% | +5.30% | +5.83% | +7.10% | +4.81% | +5.94% | +10.53% | +4.86% | +26.92% |
| 2019 | +5.45% | +3.14% | -1.35% | +3.52% | -14.07% | +13.76% | -2.66% | -9.62% | +6.14% | +9.96% | +5.03% | +2.04% | +19.48% |
| 2018 | +3.77% | -5.01% | -4.69% | -1.55% | +5.23% | -10.69% | +6.65% | -3.44% | +9.82% | -19.92% | +11.83% | -6.34% | -17.54% |
| 2017 | +4% | +1.04% | -4.03% | +11.14% | +3.10% | +1.93% | +6.81% | +3.11% | +6.14% | +9.54% | +3.94% | +11.64% | +75% |
Drawdown analysis of Caterpillar (CAT)
The maximum drawdown for the CAT was -73.44%, occurring on Mar 2, 2009. Recovery took 396 trading sessions.
The current CAT drawdown is -18.77%.
Since Nov 1, 1999 CAT has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 5 times
- 30% or more: 9 times
- 20% or more: 13 times
- 10% or more: 22 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -73.44% | Jul 19, 2007 | 407 | Mar 2, 2009 | 396 | Sep 24, 2010 | 803 |
| -45.64% | Nov 16, 1999 | 233 | Oct 18, 2000 | 144 | May 16, 2001 | 377 |
| -44.63% | Jul 16, 2014 | 384 | Jan 25, 2016 | 315 | Apr 25, 2017 | 699 |
| -43.36% | Jan 22, 2018 | 545 | Mar 23, 2020 | 141 | Oct 12, 2020 | 686 |
| -42.54% | Mar 15, 2002 | 144 | Oct 9, 2002 | 171 | Jun 16, 2003 | 315 |
| -38.61% | Apr 29, 2011 | 108 | Oct 3, 2011 | 85 | Feb 3, 2012 | 193 |
| -34.06% | Nov 6, 2024 | 103 | Apr 8, 2025 | 68 | Jul 17, 2025 | 171 |
| -31.77% | May 17, 2021 | 344 | Sep 27, 2022 | 40 | Nov 22, 2022 | 384 |
| -31.17% | Feb 23, 2012 | 97 | Jul 12, 2012 | 496 | Jul 3, 2014 | 593 |
| -27.32% | May 9, 2006 | 176 | Jan 22, 2007 | 99 | Jun 13, 2007 | 275 |
| -25.30% | May 22, 2001 | 80 | Sep 20, 2001 | 107 | Feb 25, 2002 | 187 |
| -21.80% | Jan 27, 2023 | 85 | May 31, 2023 | 32 | Jul 18, 2023 | 117 |
| -21.28% | Aug 1, 2023 | 64 | Oct 31, 2023 | 34 | Dec 19, 2023 | 98 |
| -18.77% | Jun 30, 2026 | 13 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -17.31% | Jan 26, 2004 | 133 | Aug 5, 2004 | 63 | Nov 3, 2004 | 196 |
| -17.26% | Sep 13, 2005 | 28 | Oct 21, 2005 | 39 | Dec 16, 2005 | 67 |
| -16.51% | Mar 4, 2005 | 29 | Apr 15, 2005 | 44 | Jun 17, 2005 | 73 |
| -15.83% | Apr 5, 2024 | 83 | Aug 5, 2024 | 35 | Sep 24, 2024 | 118 |
| -13.88% | Feb 11, 2026 | 32 | Mar 30, 2026 | 7 | Apr 9, 2026 | 39 |
| -11.75% | Dec 28, 2004 | 21 | Jan 27, 2005 | 25 | Mar 4, 2005 | 46 |
| -10.36% | Oct 22, 2020 | 4 | Oct 28, 2020 | 8 | Nov 9, 2020 | 12 |
| -10.19% | Dec 11, 2025 | 4 | Dec 17, 2025 | 16 | Jan 12, 2026 | 20 |
| -9.29% | Oct 15, 2003 | 7 | Oct 24, 2003 | 35 | Dec 15, 2003 | 42 |
| -8.97% | Jun 4, 2026 | 4 | Jun 10, 2026 | 4 | Jun 16, 2026 | 8 |
| -8.36% | Apr 4, 2011 | 10 | Apr 18, 2011 | 8 | Apr 29, 2011 | 18 |