Overview Performance Dividends Peer Group Options

(CAT) Caterpillar - Performance -14.2% in 12m

Compare CAT with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating 73.92%
#8 in Group
Rel. Strength 31.38%
#5506 in Universe
Total Return 12m -14.20%
#28 in Group
Total Return 5y 195.06%
#11 in Group
P/E 13.4
59th Percentile in Group
P/E Forward 14.6
74th Percentile in Group
PEG 1.48
48th Percentile in Group
FCF Yield 5.12%
91th Percentile in Group

12m Total Return: CAT (-14.2%) vs IYT (-6.1%)

Compare overall performance (total returns) of Caterpillar with its related sector ETF IYT

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (CAT) Caterpillar - Performance -14.2% in 12m

Top Performers in Construction Machinery & Heavy Transportation Equipment

Short Term
Symbol 1w 1m 3m
CAT 4.8% -9.74% -24.4%
WAC 4.12% 4.84% 43.4%
TGH 10.5% 15.6% 18.9%
MSAG 1.16% 0.0% 26.8%
Long Term
Symbol 6m 12m 5y
CAT -20% -14.2% 195%
TGH 7.69% 105% 1,160%
CYD 26.3% 87.2% 61.7%
WAC 57.1% 42.8% 160%
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
Symbol 1m 12m 5y P/E P/E Forward PEG EPS
Stability		 EPS
CAGR
REVG NYSE
Rev		 -0.19% 48.4% 808% 14.5 28.2 0.95 51.1% 0.63%
ALSN NYSE
Allison Transmission		 -7.89% 16.7% 193% 10.6 9.99 1.59 95.0% 16.8%
CAT NYSE
Caterpillar		 -9.74% -14.2% 195% 13.4 14.6 1.48 84.4% 19.9%
PCAR NASDAQ
PACCAR		 -6.04% -15.2% 143% 11.2 11.1 1.18 80.6% 16.5%
CMI NYSE
Cummins		 -11.2% 2.74% 120% 10.1 13.5 0.59 39.7% -7.19%
FSS NYSE
Federal Signal		 -1.82% -7.4% 180% 20.8 19.2 1.37 87.4% 22.5%
GBX NYSE
Greenbrier Companies		 -20.5% -18% 197% 6.56 11.1 1.93 77.4% 25.1%
BLBD NASDAQ
Blue Bird		 0.03% 0.86% 196% 10.5 9.36 1.13 74.5% 159%

Performance Comparison: CAT vs IYT vs S&P 500

IYT (iShares Transportation ETF) is the Sector Benchmark for CAT
Total Return (including Dividends) CAT IYT S&P 500
1 Month -9.74% -7.80% -4.77%
3 Months -24.35% -14.98% -9.81%
12 Months -14.20% -6.11% 9.54%
5 Years 195.06% 73.54% 104.83%
Trend Score (consistency of price movement) CAT IYT S&P 500
1 Month -52.7% -46.9% -51.2%
3 Months -91.7% -91.5% -90.1%
12 Months 15.4% 31.4% 59.4%
5 Years 90.1% 63.7% 84.2%
Relative Strength (compared with Indexes) Rank in Peer Group vs. IYT vs. S&P 500
1 Month #28 -2.10% -5.22%
3 Month #36 -11.0% -16.1%
12 Month #28 -8.61% -21.7%
5 Years #11 70.0% 44.1%

FAQs

Does CAT Caterpillar outperforms the market?

No, over the last 12 months CAT made -14.20%, while its related Sector, the iShares Transportation (IYT) made -6.11%.
Over the last 3 months CAT made -24.35%, while IYT made -14.98%.

Performance Comparison CAT vs Indeces and Sectors

CAT vs. Indices CAT is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY 0.95% -4.97% -15.0% -23.7%
US NASDAQ 100 QQQ -0.44% -4.99% -15.3% -24.4%
US Dow Jones Industrial 30 DIA 2.34% -4.03% -15.4% -20.2%
German DAX 40 DAX 0.63% -6.33% -33.4% -35.6%
Shanghai Shenzhen CSI 300 CSI 300 2.96% -6.65% -15.3% -23.8%
Hongkong Hang Seng HSI 0.30% -6.53% -17.9% -29.7%
India NIFTY 50 INDA 1.97% -12.9% -17.7% -18.3%
Brasil Bovespa EWZ -1.23% -11.8% -18.8% -7.46%

CAT vs. Sectors CAT is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC 0.85% -4.75% -24.1% -31.5%
Consumer Discretionary XLY 0.10% -4.76% -17.5% -26.6%
Consumer Staples XLP 5.80% -11.8% -20.5% -23.7%
Energy XLE 3.52% 1.36% -13.4% -2.83%
Financial XLF 1.37% -5.95% -23.2% -33.4%
Health Care XLV 3.40% -3.11% -12.8% -13.3%
Industrial XLI 1.83% -5.82% -15.8% -21.5%
Materials XLB 1.72% -5.93% -8.94% -10.3%
Real Estate XLRE 4.45% -6.80% -13.0% -28.8%
Technology XLK -1.72% -4.13% -10.0% -18.7%
Utilities XLU 3.93% -10.1% -17.7% -35.3%
Aerospace & Defense XAR 1.70% -9.12% -26.4% -39.8%
Biotech XBI -1.73% -0.81% -3.21% -10.7%
Homebuilder XHB 0.95% -3.91% -0.27% -6.81%
Retail XRT 1.85% -5.91% -11.3% -10.1%

CAT vs. Commodities CAT is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 6.27% -1.17% -13.7% -0.16%
Natural Gas UNG 13.8% 15.2% -28.3% -22.1%
Gold GLD 4.16% -20.9% -41.9% -57.7%
Silver SLV 1.38% -11.7% -19.6% -36.9%
Copper CPER 0.93% -5.88% -31.8% -23.8%

CAT vs. Yields & Bonds CAT is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 3.99% -8.39% -17.3% -18.2%
iShares High Yield Corp. Bond HYG 3.60% -9.28% -22.1% -23.3%