Overview Performance Dividends Peer Group Options

(CAT) Caterpillar - Performance -10.7% in 12m

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

Performance Rating 73.39%
#9 in Group
Rel. Strength 34.18%
#5255 in Universe
Total Return 12m -10.68%
#27 in Group
Total Return 5y 207.09%
#9 in Group
P/E 13.9
62th Percentile in Group
P/E Forward 15.7
74th Percentile in Group
PEG 1.58
36th Percentile in Group
FCF Yield 4.95%
91th Percentile in Group

12m Total Return: CAT (-10.7%) vs IYT (-7%)

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 -10.7% in 12m

Top Performers in Construction Machinery & Heavy Transportation Equipment

Short Term
Symbol 1w 1m 3m
CAT 5.57% -6.33% -21.4%
TGH 18.8% 26.4% 36.3%
WAC 7.08% 12.5% 43.7%
PAL 8.36% 7.86% 34.3%
Long Term
Symbol 6m 12m 5y
CAT -20% -10.7% 207%
CYD 33.6% 99.9% 71.6%
TGH 21.9% 95.8% 1,164%
WAC 58.9% 46.0% 171%
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		 2.12% 50.9% 686% 14.5 28.2 0.95 74.4% 11.9%
ALSN NYSE
Allison Transmission		 -3.32% 22.9% 183% 11.1 10.4 1.65 94.3% 25.9%
CAT NYSE
Caterpillar		 -6.33% -10.7% 207% 13.9 15.7 1.58 78.0% 25.3%
PCAR NASDAQ
PACCAR		 -7.27% -17.3% 138% 11.7 12.1 1.99 72.3% 26.5%
FSS NYSE
Federal Signal		 2.87% -10.7% 202% 21.5 19.9 1.42 89.9% 16.8%
GBX NYSE
Greenbrier Companies		 -16.3% -14.6% 202% 6.56 11.1 1.93 89.0% 60.9%
BLBD NASDAQ
Blue Bird		 9.22% 2.42% 212% 10.5 9.36 1.13 82.9% 101%
KGX XETRA
Kion		 -5.59% -17% -5.09% 13 8.3 0.41 -14.3% -5.6%

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 -6.33% -5.78% -0.91%
3 Months -21.44% -15.95% -7.61%
12 Months -10.68% -6.96% 10.06%
5 Years 207.09% 76.26% 110.82%
Trend Score (consistency of price movement) CAT IYT S&P 500
1 Month 21.3% 18.6% 1.2%
3 Months -89.0% -90% -89.2%
12 Months 9.60% 24.8% 56.2%
5 Years 90.0% 63% 84.1%
Relative Strength (compared with Indexes) Rank in Peer Group vs. IYT vs. S&P 500
1 Month #31 -0.58% -5.47%
3 Month #34 -6.53% -15.0%
12 Month #26 -4.0% -18.8%
5 Years #9 74.2% 45.7%

FAQs

Does CAT Caterpillar outperforms the market?

No, over the last 12 months CAT made -10.68%, while its related Sector, the iShares Transportation (IYT) made -6.96%.
Over the last 3 months CAT made -21.44%, while IYT made -15.95%.

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 0.44% -5.42% -15.9% -20.7%
US NASDAQ 100 QQQ -1.42% -7.74% -15.4% -21.2%
US Dow Jones Industrial 30 DIA 2.17% -2.88% -16.7% -18.0%
German DAX 40 DAX 0.24% -7.44% -35.0% -33.8%
Shanghai Shenzhen CSI 300 CSI 300 5.38% -3.73% -14.8% -15.7%
Hongkong Hang Seng HSI 3.79% -4.33% -16.9% -20.9%
India NIFTY 50 INDA 5.50% -10.3% -17.6% -13.3%
Brasil Bovespa EWZ -0.23% -12.2% -21.5% -3.81%

CAT vs. Sectors CAT is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC 0.12% -5.25% -24.0% -32.5%
Consumer Discretionary XLY -1.36% -7.15% -19.9% -22.3%
Consumer Staples XLP 6.79% -5.80% -22.3% -20.6%
Energy XLE 3.92% 5.14% -15.7% 0.67%
Financial XLF 2.37% -4.04% -24.5% -32.0%
Health Care XLV 2.45% -1.72% -14.6% -11.5%
Industrial XLI 1.04% -5.73% -16.8% -17.8%
Materials XLB 3.01% -3.40% -9.54% -4.93%
Real Estate XLRE 3.86% -4.56% -15.4% -26.1%
Technology XLK -3.08% -7.60% -9.91% -15.6%
Utilities XLU 3.90% -6.90% -21.6% -32.5%
Aerospace & Defense XAR -1.91% -13.3% -28.5% -36.7%
Biotech XBI 0.11% -7.29% -3.07% -6.57%
Homebuilder XHB 3.72% -3.23% -1.85% -1.22%
Retail XRT 2.88% -6.20% -12.0% -6.48%

CAT vs. Commodities CAT is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 10.6% 8.52% -14.5% 6.49%
Natural Gas UNG -1.40% 15.6% -45.9% -23.9%
Gold GLD 7.19% -12.6% -39.5% -52.3%
Silver SLV 4.45% -2.59% -15.0% -30.8%
Copper CPER 6.23% -1.84% -29.9% -14.4%

CAT vs. Yields & Bonds CAT is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 1.27% -5.77% -20.1% -16.3%
iShares High Yield Corp. Bond HYG 3.75% -6.98% -22.3% -19.7%