The total return over the past 12 months is +108.89% vs. +17.77% for the S&P 500. So far it's up +56.10% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +107.02% | +50.74% | +33.49% | +27.31% | +15.28% | +13.51% |
| Total Return CAGR | +108.89% | +52.88% | +35.81% | +30.13% | +18.13% | +16.36% |
| Revenue CAGR | +11.85% | +4.67% | +10.47% | +4.92% | +2.72% | +3.24% |
| Net Income CAGR | (5.23%) | +9.82% | +22.35% | +19.82% | +6.44% | +5.69% |
| EPS CAGR | (14.76%) | (3.36%) | +27.96% | +16.15% | +10.41% | +7.80% |
| Free Cash Flow CAGR | +45.40% | +21.67% | +17.77% | +15.46% | +11.46% | +13.29% |
| Operating Cash Flow CAGR | +9.30% | +10.92% | +11.58% | +7.65% | +5.96% | +6.59% |
| 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 Value | End Value | CAT Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | 7224.21 | 11276.76 | +56.10% | +8.94% | +47.16% |
| 2025 | 4506.56 | 7224.21 | +60.30% | +17.72% | +42.58% |
| 2024 | 3615.32 | 4506.56 | +24.65% | +24.89% | (0.24%) |
| 2023 | 2869.96 | 3615.32 | +25.97% | +26.19% | (0.22%) |
| 2022 | 2420.30 | 2869.96 | +18.58% | (18.17%) | +36.75% |
| 2021 | 2087.19 | 2420.30 | +15.96% | +28.74% | (12.78%) |
| 2020 | 1644.44 | 2087.19 | +26.92% | +18.37% | +8.55% |
| 2019 | 1376.37 | 1644.44 | +19.48% | +31.22% | (11.74%) |
| 2018 | 1669.17 | 1376.37 | (17.54%) | (4.56%) | (12.98%) |
| 2017 | 953.80 | 1669.17 | +75.00% | +21.70% | +53.30% |
