Overview Performance Dividends Peer Group Options

(CAT) Caterpillar - Performance -17.4% in 12m

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

Performance Rating 77.21%
#8 in Group
Rel. Strength 32.82%
#5204 in Universe
Total Return 12m -17.41%
#28 in Group
Total Return 5y 182.41%
#13 in Group
P/E 15.0
58th Percentile in Group
P/E Forward 17.0
74th Percentile in Group
PEG 1.65
56th Percentile in Group
FCF Yield 4.66%
91th Percentile in Group

12m Total Return: CAT (-17.4%) vs IYT (-13.4%)

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 -17.4% in 12m

Top Performers in Construction Machinery & Heavy Transportation Equipment

Short Term
Symbol 1w 1m 3m
CAT -9.89% -7.91% -15.6%
WAC -5.37% 21.1% 43.7%
PAL -8.81% 13.0% 38.1%
CYD -13.0% -10.5% 62.6%
Long Term
Symbol 6m 12m 5y
CAT -21.3% -17.4% 182%
TGH -10.4% 106% 636%
REVG 9.27% 33.7% 739%
RAIL -58.5% 26.6% 425%
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
ALSN NYSE
Allison Transmission		 -8.19% 11.3% 196% 11.6 10.9 1.72 95.3% 16.8%
REVG NYSE
Rev		 6.03% 33.7% 739% 16 28.2 0.95 51.1% 0.63%
CMI NYSE
Cummins		 -17% 2.41% 136% 11.6 14.7 0.64 39.7% -7.19%
CAT NYSE
Caterpillar		 -7.91% -17.4% 182% 15 17 1.65 84.4% 19.9%
FSS NYSE
Federal Signal		 -8.78% -14.2% 186% 22.7 20.9 1.49 87.4% 22.5%
PCAR NASDAQ
PACCAR		 -12.1% -20.2% 156% 12.5 12.6 1.18 80.6% 16.5%
GBX NYSE
Greenbrier Companies		 -13% -11.7% 282% 9.08 11.1 1.93 78.2% 68.9%
BLBD NASDAQ
Blue Bird		 -2.15% -16.5% 228% 10.5 9.32 1.13 74.5% 160%

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 -7.91% -13.36% -7.79%
3 Months -15.64% -13.12% -9.06%
12 Months -17.41% -13.35% 4.64%
5 Years 182.41% 79.16% 117.94%
Trend Score (consistency of price movement) CAT IYT S&P 500
1 Month -61.3% -41% -5.5%
3 Months -83.7% -65.3% -61.9%
12 Months 30.1% 51.8% 82.8%
5 Years 90.5% 66.5% 84.4%
Relative Strength (compared with Indexes) Rank in Peer Group vs. IYT vs. S&P 500
1 Month #20 6.28% -0.14%
3 Month #29 -2.91% -7.24%
12 Month #28 -4.69% -21.1%
5 Years #14 57.6% 29.6%

FAQs

Does CAT Caterpillar outperforms the market?

No, over the last 12 months CAT made -17.41%, while its related Sector, the iShares Transportation (IYT) made -13.35%.
Over the last 3 months CAT made -15.64%, while IYT made -13.12%.

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 -4.53% -0.12% -16.4% -22.1%
US NASDAQ 100 QQQ -3.46% 1.29% -15.1% -20.0%
US Dow Jones Industrial 30 DIA -5.70% -1.87% -18.5% -22.7%
German DAX 40 DAX -5.65% -1.59% -35.3% -34.9%
Shanghai Shenzhen CSI 300 CSI 300 -7.25% -7.11% -6.15% -25.5%
Hongkong Hang Seng HSI -8.04% -8.89% -12.8% -33.9%
India NIFTY 50 INDA -8.71% -15.0% -11.2% -17.2%
Brasil Bovespa EWZ -9.89% -17.0% -15.5% -6.09%

CAT vs. Sectors CAT is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC -3.69% 0.19% -24.8% -30.4%
Consumer Discretionary XLY -3.83% 1.72% -19.4% -24.5%
Consumer Staples XLP -11.4% -6.63% -23.6% -30.3%
Energy XLE -3.29% -7.45% -16.7% -9.68%
Financial XLF -4.93% -0.42% -28.3% -33.7%
Health Care XLV -8.62% -3.97% -16.5% -18.4%
Industrial XLI -4.59% -1.84% -15.5% -19.6%
Materials XLB -5.78% -3.88% -9.85% -8.59%
Real Estate XLRE -8.42% -2.31% -16.0% -27.3%
Technology XLK -2.19% 2.65% -9.17% -12.2%
Utilities XLU -11.8% -8.10% -19.7% -42.3%
Aerospace & Defense XAR -4.91% -4.52% -21.3% -32.6%
Biotech XBI -1.25% 0.80% -2.11% -3.37%
Homebuilder XHB -2.84% -0.97% 3.71% -2.56%
Retail XRT -3.48% 0.62% -9.68% -5.84%

CAT vs. Commodities CAT is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO -5.61% -6.45% -16.7% -6.33%
Natural Gas UNG -15.6% -6.18% -50.6% -56.9%
Gold GLD -11.5% -15.3% -37.9% -52.0%
Silver SLV -2.13% -8.40% -20.1% -34.2%
Copper CPER -3.98% -13.2% -27.0% -31.5%

CAT vs. Yields & Bonds CAT is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -13.6% -7.49% -18.2% -21.4%
iShares High Yield Corp. Bond HYG -9.01% -6.23% -21.8% -24.7%