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 September 2026 at $808.99, up 1.44% for the month and +73.25% over the trailing 12 months.
- Year-to-date, CAT is +41.22%, outperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading +3.93% versus its 200-day moving average ($778.41), a bullish technical signal.
- Over the past three years, CAT has outperformed the S&P 500 by +116.26%, with a relative strength index reading of 167.7.
- Win rate over the trailing 39 months stands at 59% — 23 positive months versus 16 negative months.
Caterpillar Inc. ended September 2026 at $808.99, posting a monthly return of +1.44%. The S&P 500 returned −0.70% over the same window, leaving relative performance at +2.14%.
The current quarter stands at −24.03% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +3.93% versus the 200-day moving average ($778.41).
Year-to-date, CAT is +41.22% against SPY +11.70%, a gap of +29.52%. The stock is currently −24.64% below its 52-week high, with maximum 3-year drawdown at −34.29%.
| Period | CAT | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +1.30% | −0.12% | +1.42% |
| 1 Week | −1.17% | −0.34% | −0.83% |
| 1 Month | +1.44% | −0.70% | +2.14% |
| 3 Months | −14.43% | +2.80% | −17.23% |
| 6 Months | +16.57% | +13.85% | +2.72% |
| YTD | +41.22% | +11.70% | +29.52% |
| 12 Months | +73.25% | +15.01% | +58.23% |
| 3 Years | +187.96% | +71.69% | +116.26% |
| 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 |
|---|---|
| Q2 2025 | +17.71% |
| Q3 2025 | +22.91% |
| Q4 2025 | +20.06% |
| Q1 2026 | +23.67% |
| Q2 2026 | +50.31% |
| Q3 2026 (QTD) | −24.03% |
| Year | Return |
|---|---|
| 2023 | +23.42% |
| 2024 | +22.69% |
| 2025 | +57.92% |
| 2026 | +41.22% |
| Metric | Value |
|---|---|
| 52-Week High | $1,073.46 (2026-06-30) |
| 52-Week Low | $427.75 (2025-09-12) |
| Current Price | $808.99 |
| 200-Day Moving Average | $778.41 |
| Price vs 200DMA | +3.93% |
| 3-Year Maximum Drawdown | −34.29% (2025-04-08) |
| Current Drawdown from 52W High | −24.64% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 167.7 |
| 3-Year Excess Return vs S&P 500 | +116.26% |
| RS Peak | 227.3 (Jun 2026) |
| RS Trough | 84.8 (Nov 2023) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was CAT's return for this report period?
CAT returned +1.44% in the latest monthly window ending 2026-09-18.
Has CAT outperformed SPY year to date?
YTD CAT: +41.22% vs SPY: +11.70%.
What is CAT's 12-month return?
+73.25% over the trailing 12 months.
Is CAT above or below its 200-day moving average?
Price is +3.93% versus 200DMA ($778.41).
What is the maximum drawdown in the 3-year window?
−34.29% on 2025-04-08.