CAT1.DE vs. MA

Last updated Jun 5, 2026

CAT1.DE (Caterpillar Inc) and MA (Mastercard Incorporated) are both stocks. CAT1.DE operates in Farm & Heavy Construction Machinery (Industrials), while MA operates in Credit Services (Financial Services). Over the past 10 years, CAT1.DE returned 30.73%/yr vs 18.18%/yr for MA. At a 0.22 correlation, their price movements are largely independent.

Performance

CAT1.DE vs. MA - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Caterpillar Inc (CAT1.DE) and Mastercard Incorporated (MA). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

CAT1.DE is traded in EUR, while MA is traded in USD. To make them comparable, the MA 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 MA's -12.01% return. Over the past 10 years, CAT1.DE has outperformed MA with an annualized return of 30.73%, while MA has yielded a comparatively lower 18.18% 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%

MA

• 1D: 2.75%
• 1M: 1.81%
• YTD: -12.01%
• 6M: -8.74%
• 1Y: -16.18%
• 3Y*: 6.88%
• 5Y*: 7.84%
• 10Y*: 18.18%

*Multi-year figures are annualized to reflect compound growth (CAGR)

CAT1.DE vs. MA - 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%
MA Mastercard Incorporated	-12.01%	-3.90%	32.37%	19.70%	3.37%	8.73%	10.28%	62.75%	31.20%	29.54%

Correlation

The correlation between CAT1.DE and MA is -0.06, 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	-0.06
Correlation (3Y) Calculated over the trailing 3-year period	0.12
Correlation (5Y) Calculated over the trailing 5-year period	0.15
Correlation (10Y) Calculated over the trailing 10-year period	0.20
Correlation (All Time) Calculated using the full available price history since Aug 29, 2007	0.22

The correlation between CAT1.DE and MA shifts across timeframes, from -0.06 (1 year) to 0.22 (all time), reflecting how their relationship changes across market environments.

Return for Risk

CAT1.DE vs. MA — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CAT1.DE

CAT1.DE Risk / Return Rank: 98
CAT1.DE Sharpe Ratio Rank: 98
CAT1.DE Sortino Ratio Rank: 98
CAT1.DE Omega Ratio Rank: 97
CAT1.DE Calmar Ratio Rank: 99
CAT1.DE Martin Ratio Rank: 99

MA

MA Risk / Return Rank: 12
MA Sharpe Ratio Rank: 12
MA Sortino Ratio Rank: 14
MA Omega Ratio Rank: 14
MA Calmar Ratio Rank: 13
MA Martin Ratio Rank: 5

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CAT1.DE vs. MA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Caterpillar Inc (CAT1.DE) and Mastercard Incorporated (MA). 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	MA	Difference
Sharpe ratio: Return per unit of total volatility	4.88	-0.71	+5.59
Sortino ratio: Return per unit of downside risk	5.69	-0.86	+6.55
Omega ratio: Gain probability vs. loss probability	1.72	0.89	+0.83
Calmar ratio: Return relative to maximum drawdown	15.49	-0.77	+16.26
Martin ratio: Return relative to average drawdown	42.27	-1.48	+43.75
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CAT1.DE vs. MA - Sharpe Ratio Comparison

The current CAT1.DE Sharpe Ratio is 4.88, which is higher than the MA Sharpe Ratio of -0.71. The chart below compares the historical Sharpe Ratios of CAT1.DE and MA, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	CAT1.DE	MA	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	4.88	-0.71	+5.59
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	1.11	0.33	+0.78
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.98	0.67	+0.31
Sharpe Ratio (All Time) Calculated using the full available price history	0.53	0.73	-0.20

Drawdowns

CAT1.DE vs. MA - Drawdown Comparison

The maximum CAT1.DE drawdown since its inception was -71.83%, which is greater than MA's maximum drawdown of -55.01%. Use the drawdown chart below to compare losses from any high point for CAT1.DE and MA.

Drawdown Indicators

	CAT1.DE	MA	Difference
Max Drawdown Largest peak-to-trough decline	-71.83%	-55.01%	-16.82%
Max Drawdown (1Y) Largest decline over 1 year	-10.52%	-21.04%	+10.52%
Max Drawdown (3Y) Largest decline over 3 years	-37.13%	-26.26%	-10.87%
Max Drawdown (5Y) Largest decline over 5 years	-37.13%	-26.26%	-10.87%
Max Drawdown (10Y) Largest decline over 10 years	-40.49%	-40.66%	+0.17%
Current Drawdown Current decline from peak	-0.05%	-22.68%	+22.63%
Average Drawdown Average peak-to-trough decline	-14.68%	-9.09%	-5.59%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.86%	10.93%	-7.07%

Volatility

CAT1.DE vs. MA - Volatility Comparison

Caterpillar Inc (CAT1.DE) has a higher volatility of 9.32% compared to Mastercard Incorporated (MA) at 6.83%. This indicates that CAT1.DE's price experiences larger fluctuations and is considered to be riskier than MA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CAT1.DE	MA	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.32%	6.83%	+2.49%
Volatility (6M) Calculated over the trailing 6-month period	25.73%	18.16%	+7.57%
Volatility (1Y) Calculated over the trailing 1-year period	33.40%	22.95%	+10.45%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	30.50%	24.10%	+6.40%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	31.31%	27.23%	+4.08%

Dividends

CAT1.DE vs. MA - Dividend Comparison

CAT1.DE's dividend yield for the trailing twelve months is around 0.55%, less than MA's 0.66% 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%
MA Mastercard Incorporated	0.66%	0.53%	0.50%	0.53%	0.56%	0.49%	0.45%	0.44%	0.53%	0.58%	0.74%	0.66%

Financials

Frequently Asked Questions

Can I hold both CAT1.DE and MA in my portfolio?

CAT1.DE and MA have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.