CAT vs. ORCL
CAT (Caterpillar Inc.) and ORCL (Oracle Corporation) are both stocks. CAT operates in Farm & Heavy Construction Machinery (Industrials), while ORCL operates in Software - Infrastructure (Technology). Over the past 10 years, CAT returned 31.33%/yr vs 18.60%/yr for ORCL. At a 0.31 correlation, their price movements are largely independent.
Performance
CAT vs. ORCL - 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 ORCL's -4.95% return. Over the past 10 years, CAT has outperformed ORCL with an annualized return of 31.33%, while ORCL has yielded a comparatively lower 18.60% 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%
ORCL
- 1D
- 0.02%
- 1M
- -4.57%
- YTD
- -4.95%
- 6M
- -2.48%
- 1Y
- -13.59%
- 3Y*
- 17.80%
- 5Y*
- 18.90%
- 10Y*
- 18.60%
CAT vs. ORCL - 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% |
ORCL Oracle Corporation | -4.95% | 18.13% | 59.99% | 30.94% | -4.65% | 36.89% | 24.25% | 19.34% | -2.97% | 24.94% |
Correlation
The correlation between CAT and ORCL is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.21 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.32 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.33 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since Mar 12, 1986 | 0.31 |
The correlation between CAT and ORCL shifts across timeframes, from 0.21 (1 year) to 0.36 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
CAT:
$424.14B
ORCL:
$536.74B
CAT:
$20.07
ORCL:
$5.86
CAT:
45.37
ORCL:
31.41
CAT:
3.00
ORCL:
1.29
CAT:
6.04
ORCL:
7.97
CAT:
22.73
ORCL:
12.47
CAT:
$70.76B
ORCL:
$67.36B
CAT:
$23.01B
ORCL:
$79.58B
CAT:
$15.31B
ORCL:
$6.20B
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Return for Risk
CAT vs. ORCL — Risk / Return Rank
CAT
ORCL
CAT vs. ORCL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Caterpillar Inc. (CAT) and Oracle Corporation (ORCL). 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 | ORCL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +4.54 | ||
| Sortino ratioReturn per unit of downside risk | +4.70 | ||
| Omega ratioGain probability vs. loss probability | 1.65 | 1.04 | +0.61 |
| Calmar ratioReturn relative to maximum drawdown | 11.24 | -0.12 | +11.36 |
| Martin ratioReturn relative to average drawdown | 36.80 | -0.20 | +36.99 |
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Drawdowns
CAT vs. ORCL - Drawdown Comparison
The maximum CAT drawdown since its inception was -73.43%, smaller than the maximum ORCL drawdown of -84.19%. Use the drawdown chart below to compare losses from any high point for CAT and ORCL.
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Drawdown Indicators
| CAT | ORCL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.43% | -84.19% | +10.76% |
Max Drawdown (1Y)Largest decline over 1 year | -13.88% | -58.25% | +44.37% |
Max Drawdown (3Y)Largest decline over 3 years | -34.05% | -58.25% | +24.20% |
Max Drawdown (5Y)Largest decline over 5 years | -34.05% | -58.25% | +24.20% |
Max Drawdown (10Y)Largest decline over 10 years | -43.36% | -58.25% | +14.89% |
Current DrawdownCurrent decline from peak | -3.18% | -43.48% | +40.30% |
Average DrawdownAverage peak-to-trough decline | -19.73% | -29.11% | +9.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.23% | 35.41% | -31.18% |
Volatility
CAT vs. ORCL - Volatility Comparison
The current volatility for Caterpillar Inc. (CAT) is 13.16%, while Oracle Corporation (ORCL) has a volatility of 23.44%. This indicates that CAT experiences smaller price fluctuations and is considered to be less risky than ORCL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CAT | ORCL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.16% | 23.44% | -10.28% |
Volatility (6M)Calculated over the trailing 6-month period | 28.37% | 43.42% | -15.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 35.19% | 65.91% | -30.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.79% | 42.16% | -11.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.98% | 35.12% | -4.14% |
Dividends
CAT vs. ORCL - Dividend Comparison
CAT's dividend yield for the trailing twelve months is around 0.66%, less than ORCL's 1.09% yield.
| 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% |
ORCL Oracle Corporation | 1.09% | 0.97% | 0.96% | 1.44% | 1.57% | 1.38% | 1.48% | 1.72% | 1.68% | 1.52% | 1.56% | 1.56% |
Financials
CAT vs. ORCL - Financials Comparison
This section allows you to compare key financial metrics between Caterpillar Inc. and Oracle Corporation. 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
Frequently Asked Questions
CAT and ORCL have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ORCL has higher volatility (23.44%) compared to CAT (13.16%). In terms of maximum drawdown, CAT dropped -73.43% vs ORCL's -84.19%.
CAT currently has the higher Sharpe Ratio (4.43 vs -0.11), 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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