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Caterpillar Inc.

CAT
Equity · Currency in USD
Sector
Industrials
Industry
Farm & Heavy Construction Machinery
ISIN
US1491231015
CUSIP
149123101

CATPrice Chart


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CATPerformance

The chart shows the growth of $10,000 invested in Caterpillar Inc. on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $47,146 for a total return of roughly 371.46%. All prices are adjusted for splits and dividends.


CAT (Caterpillar Inc.)
Benchmark (S&P 500)

CATReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M5.69%
6M-11.47%
YTD11.92%
1Y22.44%
5Y21.38%
10Y11.17%

CATMonthly Returns Heatmap


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CATSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Caterpillar Inc. Sharpe ratio is 0.75. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


CAT (Caterpillar Inc.)
Benchmark (S&P 500)

CATDividends

Caterpillar Inc. granted a 2.09% dividend yield in the last twelve months, as of Oct 23, 2021. The annual payout for that period amounted to $4.20 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$4.20$4.12$3.78$3.28$3.10$3.08$2.94$2.60$1.72$2.48$1.80$1.72

Dividend yield

2.09%2.26%2.56%2.58%1.97%3.32%4.33%2.84%1.89%2.77%1.99%1.84%

CATDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


CAT (Caterpillar Inc.)
Benchmark (S&P 500)

CATWorst Drawdowns

The table below shows the maximum drawdowns of the Caterpillar Inc.. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Caterpillar Inc. is 44.63%, recorded on Jan 25, 2016. It took 315 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-44.63%Jul 17, 2014384Jan 25, 2016315Apr 25, 2017699
-43.36%Jan 23, 2018545Mar 23, 2020141Oct 12, 2020686
-38.61%May 2, 2011108Oct 3, 201185Feb 3, 2012193
-31.17%Feb 24, 201297Jul 12, 2012496Jul 3, 2014593
-22.4%May 18, 2021104Oct 13, 2021
-22.08%Apr 27, 201029Jun 7, 201042Aug 5, 201071
-20.28%Jan 12, 201019Feb 8, 201037Apr 1, 201056
-11.27%Aug 10, 201013Aug 26, 201011Sep 13, 201024
-10.36%Oct 23, 20204Oct 28, 20208Nov 9, 202012
-8.36%Apr 5, 201110Apr 18, 20118Apr 29, 201118

CATVolatility Chart

Current Caterpillar Inc. volatility is 25.57%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


CAT (Caterpillar Inc.)
Benchmark (S&P 500)

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