CAT vs. CBRE
CAT (Caterpillar Inc.) and CBRE (CBRE Group, Inc.) are both stocks. CAT operates in Farm & Heavy Construction Machinery (Industrials), while CBRE operates in Real Estate - Services (Real Estate). Over the past 10 years, CAT returned 31.33%/yr vs 16.65%/yr for CBRE. A 0.51 correlation means they provide meaningful diversification when combined.
Performance
CAT vs. CBRE - Performance Comparison
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Returns By Period
In the year-to-date period, CAT achieves a 59.62% return, which is significantly higher than CBRE's -17.03% return. Over the past 10 years, CAT has outperformed CBRE with an annualized return of 31.33%, while CBRE has yielded a comparatively lower 16.65% annualized return.
CAT
- 1D
- 1.44%
- 1M
- 2.51%
- YTD
- 59.62%
- 6M
- 52.94%
- 1Y
- 157.79%
- 3Y*
- 57.16%
- 5Y*
- 35.17%
- 10Y*
- 31.33%
CBRE
- 1D
- 1.14%
- 1M
- 2.66%
- YTD
- -17.03%
- 6M
- -16.40%
- 1Y
- 0.33%
- 3Y*
- 18.96%
- 5Y*
- 8.50%
- 10Y*
- 16.65%
CAT vs. CBRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CAT Caterpillar Inc. | 59.62% | 60.30% | 24.66% | 25.95% | 18.60% | 15.95% | 26.97% | 19.51% | -17.56% | 75.03% |
CBRE CBRE Group, Inc. | -17.03% | 22.47% | 41.04% | 20.96% | -29.08% | 73.01% | 2.33% | 53.07% | -7.55% | 37.54% |
Correlation
The correlation between CAT and CBRE is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.43 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.46 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.48 |
Correlation (All Time) Calculated using the full available price history since Jun 10, 2004 | 0.51 |
The correlation between CAT and CBRE shifts across timeframes, from 0.31 (1 year) to 0.51 (all time), reflecting how their relationship changes across market environments.
Fundamentals
CAT:
$424.14B
CBRE:
$39.62B
CAT:
$20.07
CBRE:
$4.37
CAT:
45.37
CBRE:
30.51
CAT:
6.04
CBRE:
0.95
CAT:
22.73
CBRE:
4.65
CAT:
$70.76B
CBRE:
$42.17B
CAT:
$23.01B
CBRE:
$14.76B
CAT:
$15.31B
CBRE:
$2.68B
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Return for Risk
CAT vs. CBRE — Risk / Return Rank
CAT
CBRE
CAT vs. CBRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Caterpillar Inc. (CAT) and CBRE Group, Inc. (CBRE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CAT | CBRE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +4.48 | ||
| Sortino ratioReturn per unit of downside risk | +4.89 | ||
| Omega ratioGain probability vs. loss probability | 1.65 | 1.02 | +0.63 |
| Calmar ratioReturn relative to maximum drawdown | 11.24 | -0.06 | +11.29 |
| Martin ratioReturn relative to average drawdown | 36.80 | -0.13 | +36.93 |
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Drawdowns
CAT vs. CBRE - Drawdown Comparison
The maximum CAT drawdown since its inception was -73.43%, smaller than the maximum CBRE drawdown of -94.31%. Use the drawdown chart below to compare losses from any high point for CAT and CBRE.
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Drawdown Indicators
| CAT | CBRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.43% | -94.31% | +20.88% |
Max Drawdown (1Y)Largest decline over 1 year | -13.88% | -27.37% | +13.49% |
Max Drawdown (3Y)Largest decline over 3 years | -34.05% | -27.37% | -6.68% |
Max Drawdown (5Y)Largest decline over 5 years | -34.05% | -40.38% | +6.33% |
Max Drawdown (10Y)Largest decline over 10 years | -43.36% | -53.57% | +10.21% |
Current DrawdownCurrent decline from peak | -3.18% | -22.26% | +19.08% |
Average DrawdownAverage peak-to-trough decline | -19.73% | -26.58% | +6.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.23% | 11.80% | -7.57% |
Volatility
CAT vs. CBRE - Volatility Comparison
Caterpillar Inc. (CAT) has a higher volatility of 13.16% compared to CBRE Group, Inc. (CBRE) at 10.16%. This indicates that CAT's price experiences larger fluctuations and is considered to be riskier than CBRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CAT | CBRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.16% | 10.16% | +3.00% |
Volatility (6M)Calculated over the trailing 6-month period | 28.37% | 25.85% | +2.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 35.19% | 30.61% | +4.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.79% | 30.29% | +0.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.98% | 33.01% | -2.03% |
Dividends
CAT vs. CBRE - Dividend Comparison
CAT's dividend yield for the trailing twelve months is around 0.66%, while CBRE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAT Caterpillar Inc. | 0.66% | 1.02% | 1.49% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% |
CBRE CBRE Group, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
CAT vs. CBRE - Financials Comparison
This section allows you to compare key financial metrics between Caterpillar Inc. and CBRE Group, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
CAT vs. CBRE - Profitability Comparison
CAT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Caterpillar Inc. reported a gross profit of 6.11B and revenue of 17.42B. Therefore, the gross margin over that period was 35.1%.
CBRE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, CBRE Group, Inc. reported a gross profit of 1.85B and revenue of 10.53B. Therefore, the gross margin over that period was 17.6%.
CAT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Caterpillar Inc. reported an operating income of 3.09B and revenue of 17.42B, resulting in an operating margin of 17.7%.
CBRE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, CBRE Group, Inc. reported an operating income of 511.00M and revenue of 10.53B, resulting in an operating margin of 4.9%.
CAT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Caterpillar Inc. reported a net income of 2.55B and revenue of 17.42B, resulting in a net margin of 14.6%.
CBRE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, CBRE Group, Inc. reported a net income of 318.00M and revenue of 10.53B, resulting in a net margin of 3.0%.
Frequently Asked Questions
CAT and CBRE have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CAT has higher volatility (13.16%) compared to CBRE (10.16%). In terms of maximum drawdown, CAT dropped -73.43% vs CBRE's -94.31%.
CAT currently has the higher Sharpe Ratio (4.43 vs -0.05), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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