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Performance of CAT Caterpillar | 57.5% in 12m

Compare CAT with Indices, Sectors and Commodities ✔ like Oil, Gas, Gold, Yields and Bonds. Who outperforms?

Compare Caterpillar with its related Sector/Index XLI

Compare Caterpillar with its related Sector/Index XLI

Performance Duell CAT vs XLI

TimeFrame CAT XLI
1 Day -7.02% 0.30%
1 Week -5.22% 1.47%
1 Month -4.70% -1.56%
3 Months 12.8% 8.12%
6 Months 39.1% 26.41%
12 Months 57.5% 25.79%
YTD 16.4% 8.86%
Rel. Perf. 1m 0.00
Rel. Perf. 3m 1.87
Rel. Perf. 6m 1.25
Rel. Perf. 12m 2.58

Is Caterpillar a good stock to buy?

Yes, based on ValueRay Fundamental Analyses, Caterpillar (NYSE:CAT) is currently (April 2024) a good stock to buy. It has a ValueRay Fundamental Rating of 77.98 and therefor a positive outlook according to fundamental data.
Based on ValueRays Technical Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of CAT as of April 2024 is 369.19. This means that CAT is currently undervalued and has a potential upside of +9.23% (Margin of Safety).

Is CAT a buy, sell or hold?

  • Strong Buy: 8
  • Buy: 4
  • Hold: 14
  • Sell: 1
  • Strong Sell: 4
Caterpillar has received a consensus analysts rating of 3.35. Therefor, it is recommend to hold CAT.
Values above 0%: CAT is performing better - Values below 0%: CAT is underperforming

Compare CAT with Broad Market Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY -6.01% -1.57% 17.69% 31.69%
US NASDAQ 100 QQQ -5.47% -0.13% 17.52% 19.63%
US Dow Jones Industrial 30 DIA -6.14% -1.69% 22.75% 41.68%
German DAX 40 DBXD -5.65% -2.70% 19.03% 45.24%
UK FTSE 100 ISFU -7.98% -5.83% 25.23% 50.46%
Shanghai Shenzhen CSI 300 CSI 300 -4.24% -4.70% 37.63% 70.42%
Hongkong Hang Seng HSI -11.80% -4.45% 42.91% 76.21%
Japan Nikkei 225 EXX7 -2.37% 3.80% 25.00% 42.22%
India NIFTY 50 INDA -7.61% -8.16% 18.24% 26.53%
Brasil Bovespa EWZ -7.54% -0.23% 32.51% 39.07%

CAT Caterpillar vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC -2.25% -0.31% 18.08% 18.77%
Consumer Discretionary XLY -7.02% -0.43% 22.75% 35.82%
Consumer Staples XLP -7.97% -5.12% 25.97% 55.93%
Energy XLE -8.19% -8.31% 26.60% 39.38%
Financial XLF -7.86% -3.78% 10.68% 29.72%
Health Care XLV -6.30% -1.04% 27.64% 51.03%
Industrial XLI -6.69% -3.14% 12.73% 31.68%
Materials XLB -5.15% -2.04% 18.39% 43.24%
Real Estate XLRE -7.15% 0.60% 23.99% 54.78%
Technology XLK -5.74% 0.54% 17.68% 19.10%
Utilities XLU -9.07% -9.00% 24.38% 58.44%
Aerospace & Defense XAR -7.11% -1.72% 20.07% 38.99%
Biotech XBI -3.71% 6.58% 13.59% 54.69%
Homebuilder XHB -6.98% 1.75% -9.13% 6.76%
Retail XRT -7.37% 0.96% 14.65% 36.53%

CAT Caterpillar vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO -7.33% -8.15% 36.62% 38.51%
Natural Gas UNG -4.87% -0.25% 88.33% 106.15%
Gold GLD -3.21% -12.13% 21.61% 41.23%
Silver SLV -2.13% -15.68% 19.46% 48.47%
Copper CPER -7.34% -17.59% 12.03% 37.56%

Returns of CAT vs. Yields & Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -4.04% 1.11% 31.88% 72.37%
iShares High Yield Corp. Bond HYG -5.93% -3.66% 30.06% 49.47%
Does Caterpillar outperform its market, is CAT a Sector Leader?
Yes, over the last 12 months Caterpillar (CAT) made 57.47%, while its related Sector, the Industrial Sector SPDR Fund (XLI) made 25.79%.
Over the last 3 months CAT made 12.79%, while XLI made 8.12%.
Period CAT XLI S&P 500
1 Month -4.70% -1.56% -3.13%
3 Months 12.79% 8.12% 3.49%
12 Months 57.47% 25.79% 25.78%