CAT1.DE vs. CVX
CAT1.DE (Caterpillar Inc) and CVX (Chevron Corporation) are both stocks. CAT1.DE operates in Farm & Heavy Construction Machinery (Industrials), while CVX operates in Oil & Gas Integrated (Energy). Over the past 10 years, CAT1.DE returned 30.73%/yr vs 10.56%/yr for CVX. At a 0.29 correlation, their price movements are largely independent.
Performance
CAT1.DE vs. CVX - Performance Comparison
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Different Trading Currencies
CAT1.DE is traded in EUR, while CVX is traded in USD. To make them comparable, the CVX values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, CAT1.DE achieves a 63.69% return, which is significantly higher than CVX's 27.70% return. Over the past 10 years, CAT1.DE has outperformed CVX with an annualized return of 30.73%, while CVX has yielded a comparatively lower 10.56% annualized return.
CAT1.DE
- 1D
- -0.05%
- 1M
- 2.39%
- YTD
- 63.69%
- 6M
- 56.69%
- 1Y
- 165.19%
- 3Y*
- 59.24%
- 5Y*
- 34.12%
- 10Y*
- 30.73%
CVX
- 1D
- 0.24%
- 1M
- 4.10%
- YTD
- 27.70%
- 6M
- 28.58%
- 1Y
- 41.61%
- 3Y*
- 8.19%
- 5Y*
- 17.49%
- 10Y*
- 10.56%
CAT1.DE vs. CVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CAT1.DE Caterpillar Inc | 63.69% | 43.28% | 31.34% | 22.18% | 25.02% | 28.31% | 12.14% | 22.30% | -14.39% | 51.49% |
CVX Chevron Corporation | 27.70% | -2.96% | 7.97% | -16.22% | 68.28% | 57.18% | -32.06% | 17.88% | -5.51% | -3.00% |
Correlation
The correlation between CAT1.DE and CVX is -0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.07 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.16 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.32 |
Correlation (All Time) Calculated using the full available price history since Aug 29, 2007 | 0.29 |
The correlation between CAT1.DE and CVX shifts across timeframes, from -0.07 (1 year) to 0.32 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
CAT1.DE vs. CVX — Risk / Return Rank
CAT1.DE
CVX
CAT1.DE vs. CVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Caterpillar Inc (CAT1.DE) and Chevron Corporation (CVX). 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.
| CAT1.DE | CVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.10 | ||
| Sortino ratioReturn per unit of downside risk | +3.31 | ||
| Omega ratioGain probability vs. loss probability | 1.72 | 1.31 | +0.42 |
| Calmar ratioReturn relative to maximum drawdown | 15.49 | 2.59 | +12.90 |
| Martin ratioReturn relative to average drawdown | 42.27 | 6.80 | +35.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CAT1.DE | CVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 4.88 | 1.78 | +3.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.11 | 0.68 | +0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.98 | 0.36 | +0.63 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.33 | +0.20 |
Drawdowns
CAT1.DE vs. CVX - Drawdown Comparison
The maximum CAT1.DE drawdown since its inception was -71.83%, which is greater than CVX's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for CAT1.DE and CVX.
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Drawdown Indicators
| CAT1.DE | CVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.83% | -54.63% | -17.20% |
Max Drawdown (1Y)Largest decline over 1 year | -10.52% | -16.17% | +5.65% |
Max Drawdown (3Y)Largest decline over 3 years | -37.13% | -25.72% | -11.41% |
Max Drawdown (5Y)Largest decline over 5 years | -37.13% | -30.93% | -6.20% |
Max Drawdown (10Y)Largest decline over 10 years | -40.49% | -54.63% | +14.14% |
Current DrawdownCurrent decline from peak | -0.05% | -10.74% | +10.69% |
Average DrawdownAverage peak-to-trough decline | -14.68% | -11.69% | -2.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.86% | 6.14% | -2.28% |
Volatility
CAT1.DE vs. CVX - Volatility Comparison
Caterpillar Inc (CAT1.DE) has a higher volatility of 9.32% compared to Chevron Corporation (CVX) at 7.78%. This indicates that CAT1.DE's price experiences larger fluctuations and is considered to be riskier than CVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CAT1.DE | CVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.32% | 7.78% | +1.54% |
Volatility (6M)Calculated over the trailing 6-month period | 25.73% | 19.06% | +6.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.40% | 23.55% | +9.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.50% | 25.94% | +4.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.31% | 29.77% | +1.54% |
Dividends
CAT1.DE vs. CVX - Dividend Comparison
CAT1.DE's dividend yield for the trailing twelve months is around 0.55%, less than CVX's 3.73% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAT1.DE Caterpillar Inc | 0.55% | 0.91% | 1.24% | 1.47% | 1.69% | 1.70% | 2.19% | 2.18% | 2.14% | 1.81% | 2.68% | 3.66% |
CVX Chevron Corporation | 3.73% | 4.49% | 4.50% | 4.05% | 3.16% | 4.52% | 6.11% | 3.95% | 4.12% | 3.45% | 3.64% | 4.76% |
Financials
CAT1.DE vs. CVX - Financials Comparison
This section allows you to compare key financial metrics between Caterpillar Inc and Chevron 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
CAT1.DE and CVX have a correlation of -0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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