The total return over the past 12 months is +95.54% vs. +19.98% for the S&P 500. So far it's up +42.96% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +93.78% | +41.53% | +31.06% | +25.83% | +16.21% | +13.27% |
| Total Return CAGR | +95.54% | +43.53% | +33.33% | +28.62% | +19.08% | +16.11% |
| Revenue CAGR | +18.36% | +4.88% | +10.24% | +5.98% | +2.56% | +3.35% |
| Net Income CAGR | +14.79% | +9.02% | +19.80% | +23.69% | +6.87% | +5.97% |
| EPS CAGR | +18.12% | (3.36%) | +27.96% | +16.15% | +10.41% | +7.80% |
| Free Cash Flow CAGR | +16.20% | +7.40% | +9.80% | +12.68% | +6.86% | +9.10% |
| Operating Cash Flow CAGR | +19.31% | +10.55% | +11.56% | +8.29% | +5.02% | +6.21% |
| Dividends CAGR | +7.75% | +8.12% | +7.23% | +7.10% | +8.49% | +9.74% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Caterpillar Inc. (CAT)
| Year | Start price | End price | CAT Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $572.87 | $813.94 | +42.96% | +13.55% | +29.41% |
| 2025 | $362.76 | $572.87 | +60.30% | +17.72% | +42.58% |
| 2024 | $295.67 | $362.76 | +24.65% | +24.89% | (0.24%) |
| 2023 | $239.56 | $295.67 | +25.97% | +26.19% | (0.22%) |
| 2022 | $206.74 | $239.56 | +18.58% | (18.17%) | +36.75% |
| 2021 | $182.02 | $206.74 | +15.96% | +28.74% | (12.78%) |
| 2020 | $147.68 | $182.02 | +26.92% | +18.37% | +8.55% |
| 2019 | $127.07 | $147.68 | +19.48% | +31.22% | (11.74%) |
| 2018 | $157.58 | $127.07 | (17.54%) | (4.56%) | (12.98%) |
| 2017 | $92.74 | $157.58 | +75.00% | +21.70% | +53.30% |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
