Caterpillar Inc. (CAT)

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Caterpillar Inc. (CAT) is up 45.8% since the beginning of the year. At $830 per share, CAT is trading 22.7% below its 52-week high of $1,073. Investors who bought $1,000 worth of CAT shares 5 years ago would now be looking at an investment worth $4,423.

Caterpillar Inc. (CAT) has returned 45.78% so far this year and 95.36% over the past 12 months. Looking at the last ten years, CAT has achieved an annualized return of 28.75%, outperforming the S&P 500 Index benchmark, which averaged 13.29% per year.

Based on dividend-adjusted daily data since Jan 2, 1962, CAT's average daily return is +0.06%, while the average monthly return is +1.22%. At this rate, an investment would double in approximately 4.8 years.

Historically, 56% of months were positive and 44% were negative. The best month was Apr 1999 with a return of +40.8%, while the worst month was Jul 1964 at -47.4%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 6 months.

On a daily basis, CAT closed higher 48% of trading days. The best single day was Jan 22, 1996 with a return of +15.7%, while the worst single day was Jul 6, 1964 at -48.1%.

Caterpillar Inc. has an annualized alpha of 6.13%, beta of 1.06, and R2 of 0.36 versus S&P 500 Index. Calculated based on daily prices since January 02, 1962.

• This stock captured 137.69% of S&P 500 Index gains and 117.46% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• R2 of 0.36 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.

CAT ranks 93 for risk / return — above 93% of stocks peers on PortfoliosLab. Its historical combined result is among the stronger results in the peer group.

Caterpillar Inc. provided a 0.74% dividend yield over the last twelve months, with an annual payout of $6.16 per share. The company has been increasing its dividends for 12 consecutive years.

The table displays the monthly dividend distributions for Caterpillar Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Caterpillar Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Caterpillar Inc. was 73.43%, occurring on Mar 2, 2009. Recovery took 396 trading sessions.

The current Caterpillar Inc. drawdown is 21.91%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Caterpillar Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Caterpillar Inc. is priced in the market compared to other companies in the Farm & Heavy Construction Machinery industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.