CAT monthly performance report
Check CAT's monthly returns, drawdown, and seasonality trends — updated every month.
CAT monthly report
—
Key takeaways
- Caterpillar Inc. (CAT) closed November 2026 at $600.20, down 3.62% for the month and +8.43% over the trailing 12 months.
- Year-to-date, CAT is +4.77%, underperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading −25.55% versus its 200-day moving average ($806.22), a cautious technical signal.
- Over the past three years, CAT has outperformed the S&P 500 by +76.98%, with a relative strength index reading of 144.9.
- Win rate over the trailing 39 months stands at 53.8% — 21 positive months versus 18 negative months.
Caterpillar Inc. ended November 2026 at $600.20, posting a monthly return of −3.62%. The S&P 500 returned −0.18% over the same window, leaving relative performance at −3.44%.
The current quarter stands at −25.97% (Q4 2026 (QTD)), while medium-term trend remains soft: price is −25.55% versus the 200-day moving average ($806.22).
Year-to-date, CAT is +4.77% against SPY +10.62%, a gap of −5.85%. The stock is currently −44.09% below its 52-week high, with maximum 3-year drawdown at −48.01%.
| Period | CAT | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.84% | −0.36% | −0.48% |
| 1 Week | +7.44% | +2.59% | +4.85% |
| 1 Month | −3.62% | −0.18% | −3.44% |
| 3 Months | −31.92% | −2.37% | −29.55% |
| 6 Months | −34.78% | +0.83% | −35.61% |
| YTD | +4.77% | +10.62% | −5.85% |
| 12 Months | +8.43% | +12.25% | −3.82% |
| 3 Years | +148.36% | +71.37% | +76.98% |
| 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 2026 | −23.19% |
| #3 | Oct 2023 | −17.20% |
| #4 | Dec 2024 | −10.67% |
| #5 | Apr 2024 | −8.69% |
| 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) | −25.97% |
| Year | Return |
|---|---|
| 2023 | +23.42% |
| 2024 | +22.69% |
| 2025 | +57.92% |
| 2026 | +4.77% |
| Metric | Value |
|---|---|
| 52-Week High | $1,073.46 (2026-06-30) |
| 52-Week Low | $537.08 (2025-11-21) |
| Current Price | $600.20 |
| 200-Day Moving Average | $806.22 |
| Price vs 200DMA | −25.55% |
| 3-Year Maximum Drawdown | −48.01% (2026-11-05) |
| Current Drawdown from 52W High | −44.09% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 144.9 |
| 3-Year Excess Return vs S&P 500 | +76.98% |
| RS Peak | 262.2 (Jun 2026) |
| RS Trough | 98.5 (Nov 2023) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was CAT's return for this report period?
CAT returned −3.62% in the latest monthly window ending 2026-11-13.
Has CAT outperformed SPY year to date?
YTD CAT: +4.77% vs SPY: +10.62%.
What is CAT's 12-month return?
+8.43% over the trailing 12 months.
Is CAT above or below its 200-day moving average?
Price is −25.55% versus 200DMA ($806.22).
What is the maximum drawdown in the 3-year window?
−48.01% on 2026-11-05.