CAT monthly performance report
Monthly CAT research: returns, drawdown, relative strength, seasonality, and key stats.
CAT monthly report
—
Key takeaways
- Caterpillar Inc. (CAT) closed August 2026 at $871.08, up 6.91% for the month and +100.60% over the trailing 12 months.
- Year-to-date, CAT is +52.06%, outperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +17.70% versus its 200-day moving average ($740.09), a bullish technical signal.
- Over the past three years, CAT has outperformed the S&P 500 by +142.82%, with a relative strength index reading of 181.1.
- Win rate over the trailing 39 months stands at 61.5% — 24 positive months versus 15 negative months.
Caterpillar Inc. ended August 2026 at $871.08, posting a monthly return of +6.91%. The S&P 500 returned +3.05% over the same window, leaving relative performance at +3.86%.
The current quarter stands at −25.54% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +17.70% versus the 200-day moving average ($740.09).
Year-to-date, CAT is +52.06% against SPY +12.89%, a gap of +39.17%. The stock is currently −18.85% below its 52-week high, with maximum 3-year drawdown at −34.29%.
| Period | CAT | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.62% | −0.20% | −0.42% |
| 1 Week | +3.60% | +3.90% | −0.31% |
| 1 Month | +6.91% | +3.05% | +3.86% |
| 3 Months | −2.14% | +7.11% | −9.25% |
| 6 Months |