CAT monthly performance report
Check CAT's monthly returns, drawdown, and seasonality trends — updated every month.
CAT monthly report
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Key takeaways
- Caterpillar Inc. (CAT) closed October 2026 at $848.14, up 4.61% for the month and +70.36% over the trailing 12 months.
- Year-to-date, CAT is +48.05%, outperforming the S&P 500 which has returned +13.62% YTD.
- The stock is trading +7.32% versus its 200-day moving average ($790.32), a bullish technical signal.
- Over the past three years, CAT has outperformed the S&P 500 by +142.68%, with a relative strength index reading of 178.2.
- Win rate over the trailing 39 months stands at 59% — 23 positive months versus 16 negative months.
Caterpillar Inc. ended October 2026 at $848.14, posting a monthly return of +4.61%. The S&P 500 returned +1.60% over the same window, leaving relative performance at +3.01%.
The current quarter stands at +4.61% (Q4 2026 (QTD)), while medium-term trend remains constructive: price is +7.32% versus the 200-day moving average ($790.32).
Year-to-date, CAT is +48.05% against SPY +13.62%, a gap of +34.43%. The stock is currently −20.99% below its 52-week high, with maximum 3-year drawdown at −34.29%.
| Period | CAT | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.32% | +0.67% | −0.35% |
| 1 Week | +3.44% | +1.20% | +2.23% |
| 1 Month | +4.61% | +1.60% | +3.01% |
| 3 Months | −14.45% | +4.03% | −18.49% |
| 6 Months | +21.96% | +22.61% | −0.64% |
| YTD | +48.05% | +13.62% | +34.43% |
| 12 Months | +70.36% | +15.78% | +54.58% |
| 3 Years | +225.21% | +82.53% | +142.68% |
| Rank | Month | Return |
|---|---|---|
| #1 | Apr 2026 | +25.64% |
| #2 | Jun 2026 | +21.58% |
| #3 | Oct 2025 | +20.98% |
| #4 | Dec 2023 | +17.93% |
| #5 | Jan 2026 | +14.75% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jul 2026 | −23.48% |
| #2 | Oct 2023 | −17.20% |
| #3 | Dec 2024 | −10.67% |
| #4 | Apr 2024 | −8.69% |
| #5 | Feb 2025 | −7.40% |
| Quarter | Return |
|---|---|
| Q3 2025 | +22.91% |
| Q4 2025 | +20.06% |
| Q1 2026 | +23.67% |
| Q2 2026 | +50.31% |
| Q3 2026 | −23.86% |
| Q4 2026 (QTD) | +4.61% |
| Year | Return |
|---|---|
| 2023 | +23.42% |
| 2024 | +22.69% |
| 2025 | +57.92% |
| 2026 | +48.05% |
| Metric | Value |
|---|---|
| 52-Week High | $1,073.46 (2026-06-30) |
| 52-Week Low | $462.38 (2025-09-26) |
| Current Price | $848.14 |
| 200-Day Moving Average | $790.32 |
| Price vs 200DMA | +7.32% |
| 3-Year Maximum Drawdown | −34.29% (2025-04-08) |
| Current Drawdown from 52W High | −20.99% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 178.2 |
| 3-Year Excess Return vs S&P 500 | +142.68% |
| RS Peak | 234.3 (Jun 2026) |
| RS Trough | 87.4 (Nov 2023) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was CAT's return for this report period?
CAT returned +4.61% in the latest monthly window ending 2026-10-05.
Has CAT outperformed SPY year to date?
YTD CAT: +48.05% vs SPY: +13.62%.
What is CAT's 12-month return?
+70.36% over the trailing 12 months.
Is CAT above or below its 200-day moving average?
Price is +7.32% versus 200DMA ($790.32).
What is the maximum drawdown in the 3-year window?
−34.29% on 2025-04-08.