Caterpillar Inc. (CAT) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
Loading chart…
Investment Performance
Final Value
$37,121
Total Return
271.21%
CAGR
30.00%
Dividends
$1,219.47
Yield on Cost
12.19%
Rolling Returns
1-Month (21 Trading Days)
| Average | +2.52% |
| Median | +1.85% |
| Best | +33.39% |
| Worst | -23.84% |
| % of Windows Positive | 58.5% |
1-Year (252 Trading Days)
| Average | +30.27% |
| Median | +25.86% |
| Best | +191.84% |
| Worst | -26.92% |
| % of Windows Positive | 81.6% |
3-Year (756 Trading Days)
| Average | +117.41% |
| Median | +100.02% |
| Best | +294.81% |
| Worst | +30.55% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -34.10% |
| Average Drawdown | -9.89% |
| Drawdown Duration | 171 Trading Days |
| Sortino Ratio | 1.57 |
| Calmar Ratio | 0.88 |
| CVaR (5%) | -4.08% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +40.21% (+204.04% ann.) | +$4020.55 | $52.77 | $10.55 | $0.08 |
| 2025 | +59.82% | +$5982.16 | $161.79 | $32.36 | $0.26 |
| 2024 | +24.25% | +$2425.44 | $184.25 | $36.85 | $0.29 |
| 2023 | +25.45% | +$2545.41 | $210.02 | $42.00 | $0.34 |
| 2022 | +18.03% | +$1803.00 | $224.94 | $44.99 | $0.36 |
| 2021 | +15.48% | +$1547.72 | $236.60 | $47.32 | $0.38 |
| 2020 | +26.18% | +$2617.75 | $281.56 | $56.31 | $0.45 |
| 2019 | +18.81% | +$1881.43 | $299.90 | $59.98 | $0.48 |
| 2018 | -17.91% | $1791.08 | $209.44 | $41.89 | $0.34 |
| 2017 | +73.97% | +$7396.80 | $337.52 | $67.50 | $0.54 |
| 2016 | +41.01% | +$4100.51 | $459.38 | $91.88 | $0.74 |
| 2015 | -23.55% | $2355.42 | $324.58 | $64.92 | $0.52 |
| 2014 | +2.92% | +$292.40 | $288.58 | $57.72 | $0.46 |
| 2013 | +3.00% | +$300.28 | $193.01 | $38.60 | $0.31 |
| 2012 | +1.04% | +$104.26 | $275.97 | $55.19 | $0.44 |
| 2011 | -1.84% | $184.12 | $193.20 | $38.64 | $0.31 |
| 2010 | +67.74% | +$6773.83 | $304.28 | $60.86 | $0.49 |
| 2009 | +32.01% | +$3201.08 | $381.38 | $76.28 | $0.61 |
| 2008 | -37.14% | $3714.44 | $216.45 | $43.29 | $0.35 |
| 2007 | +20.04% | +$2003.84 | $216.50 | $43.30 | $0.35 |
| 2006 | +7.52% | +$751.75 | $191.33 | $38.27 | $0.31 |
| 2005 | +20.23% | +$2023.40 | $187.73 | $37.55 | $0.30 |
| 2004 | +19.29% | +$1928.62 | $188.97 | $37.79 | $0.30 |
| 2003 | +85.19% | +$8519.08 | $313.19 | $62.64 | $0.50 |
| 2002 | -10.36% | $1035.85 | $270.21 | $54.04 | $0.43 |
| 2001 | +13.06% | +$1305.67 | $294.35 | $58.87 | $0.47 |
| 2000 | +3.42% | +$341.53 | $285.24 | $57.05 | $0.46 |
| 1999 | +4.21% | +$420.75 | $273.66 | $54.73 | $0.44 |
| 1998 | -3.48% | $348.29 | $228.30 | $45.66 | $0.36 |
| 1997 | +30.82% | +$3081.76 | $240.70 | $48.14 | $0.38 |
| 1996 | +30.41% | +$3040.83 | $257.15 | $51.43 | $0.41 |
| 1995 | +8.32% | +$832.07 | $218.99 | $43.80 | $0.35 |
| 1994 | +24.72% | +$2471.84 | $101.38 | $20.27 | $0.16 |
| 1993 | +67.15% | +$6715.18 | $112.22 | $22.44 | $0.19 |
| 1992 | +23.41% | +$2341.43 | $137.28 | $27.46 | $0.22 |
| 1991 | -4.73% | $473.14 | $257.26 | $51.46 | $0.42 |
| 1990 | -17.25% | $1724.86 | $208.64 | $41.73 | $0.33 |
| 1989 | -7.60% | $759.90 | $189.69 | $37.94 | $0.30 |
| 1988 | +3.63% | +$363.45 | $122.06 | $24.41 | $0.20 |
| 1987 | +55.80% | +$5580.21 | $125.01 | $25.00 | $0.20 |
| 1986 | -3.57% | $356.95 | $119.45 | $23.89 | $0.19 |
| 1985 | +37.09% | +$3709.48 | $162.05 | $32.41 | $0.26 |
| 1984 | -32.81% | $3281.42 | $266.57 | $53.32 | $0.43 |
| 1983 | +20.96% | +$2096.14 | $377.55 | $75.51 | $0.61 |
| 1982 | -24.41% | $2441.15 | $439.02 | $87.81 | $0.70 |
| 1981 | -4.31% | $431.04 | $0.00 | $0.00 | $0.00 |
| 1980 | +7.41% | +$740.74 | $0.00 | $0.00 | $0.00 |
| 1979 | -8.09% | $808.51 | $0.00 | $0.00 | $0.00 |
| 1978 | +7.06% | +$706.15 | $0.00 | $0.00 | $0.00 |
| 1977 | -5.39% | $538.79 | $0.00 | $0.00 | $0.00 |
| 1976 | +24.73% | +$2473.12 | $0.00 | $0.00 | $0.00 |
| 1975 | +43.81% | +$4381.44 | $0.00 | $0.00 | $0.00 |
| 1974 | -27.61% | $2761.19 | $0.00 | $0.00 | $0.00 |
| 1973 | +0.75% | +$75.19 | $0.00 | $0.00 | $0.00 |
| 1972 | +40.74% | +$4074.08 | $0.00 | $0.00 | $0.00 |
| 1971 | +10.53% | +$1052.62 | $0.00 | $0.00 | $0.00 |
| 1970 partial | +3.01% (+3.03% ann.) | +$301.21 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +18.84% | +3.84% | +$1884.11 | $1443.73 | $288.75 | $2.31 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +1.31% | +0.51% | +$130.80 | $994.64 | $198.93 | $1.59 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +409.81% | +38.54% | +$40980.99 | $2770.98 | $554.20 | $4.43 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -69.54% | -56.89% | $6954.00 | $291.62 | $58.32 | $0.47 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +235.07% | +43.07% | +$23507.13 | $2445.34 | $489.07 | $3.91 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +96.22% | +9.32% | +$9621.91 | $2984.81 | $596.96 | $4.78 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -32.92% | -98.95% | $3292.19 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +62.03% | +117.40% | +$6203.20 | $306.97 | $61.39 | $0.49 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +16.61% | +15.69% | +$1660.87 | $252.11 | $50.42 | $0.40 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +18.82% | +20.09% | +$1881.79 | $240.52 | $48.10 | $0.38 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +56.18% | +27.19% | +$5618.33 | $392.41 | $78.48 | $0.63 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +129.56% | +68.76% | +$12955.93 | $291.85 | $58.37 | $0.47 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1982-01-14 | $0.0844 | 1.28% |
| 1982-04-20 | $0.0844 | 1.45% |
| 1982-07-14 | $0.0844 | 1.81% |
| 1982-10-19 | $0.0469 | 0.96% |
| 1983-01-14 | $0.0469 | 0.80% |
| 1983-04-19 | $0.0469 | 0.85% |
| 1983-07-14 | $0.0469 | 0.84% |
| 1983-10-18 | $0.0469 | 0.87% |
| 1984-01-16 | $0.0469 | 0.74% |
| 1984-04-16 | $0.0469 | 0.82% |
| 1984-07-16 | $0.0469 | 1.01% |
| 1984-10-16 | $0.0156 | 0.40% |
| 1985-01-14 | $0.0156 | 0.43% |
| 1985-04-16 | $0.0156 | 0.39% |
| 1985-07-16 | $0.0156 | 0.34% |
| 1985-10-15 | $0.0156 | 0.34% |
| 1986-01-13 | $0.0156 | 0.30% |
| 1986-04-15 | $0.0156 | 0.25% |
| 1986-07-15 | $0.0156 | 0.27% |
| 1986-10-14 | $0.0156 | 0.33% |
| 1987-01-13 | $0.0156 | 0.30% |
| 1987-04-13 | $0.0156 | 0.26% |
| 1987-07-14 | $0.0156 | 0.21% |
| 1987-10-20 | $0.0156 | 0.25% |
| 1988-01-13 | $0.0234 | 0.31% |
| 1988-04-19 | $0.0234 | 0.30% |
| 1988-07-14 | $0.0238 | 0.30% |
| 1988-10-18 | $0.0238 | 0.32% |
| 1989-01-13 | $0.0375 | 0.45% |
| 1989-04-18 | $0.0375 | 0.51% |
| 1989-07-14 | $0.0375 | 0.50% |
| 1989-10-17 | $0.0375 | 0.51% |
| 1990-01-16 | $0.0375 | 0.52% |
| 1990-04-17 | $0.0375 | 0.50% |
| 1990-07-16 | $0.0375 | 0.57% |
| 1990-10-16 | $0.0375 | 0.75% |
| 1991-01-15 | $0.0375 | 0.65% |
| 1991-04-16 | $0.0375 | 0.64% |
| 1991-07-16 | $0.0375 | 0.62% |
| 1991-10-15 | $0.0375 | 0.66% |
| 1992-01-14 | $0.0187 | 0.36% |
| 1992-04-13 | $0.0187 | 0.31% |
| 1992-07-14 | $0.0187 | 0.28% |
| 1992-10-20 | $0.0187 | 0.29% |
| 1993-01-13 | $0.0187 | 0.27% |
| 1993-04-20 | $0.0187 | 0.24% |
| 1993-07-14 | $0.0187 | 0.20% |
| 1993-10-19 | $0.0187 | 0.18% |
| 1994-01-13 | $0.0187 | 0.17% |
| 1994-04-19 | $0.0187 | 0.14% |
| 1994-07-14 | $0.0375 | 0.28% |
| 1994-10-18 | $0.0375 | 0.27% |
| 1995-01-13 | $0.0625 | 0.44% |
| 1995-04-18 | $0.0625 | 0.44% |
| 1995-07-18 | $0.0875 | 0.47% |
| 1995-10-19 | $0.0875 | 0.68% |
| 1996-01-18 | $0.0875 | 0.65% |
| 1996-04-18 | $0.0875 | 0.52% |
| 1996-07-18 | $0.1000 | 0.61% |
| 1996-10-17 | $0.1000 | 0.54% |
| 1997-01-16 | $0.1000 | 0.52% |
| 1997-04-17 | $0.1000 | 0.47% |
| 1997-07-17 | $0.1250 | 0.44% |
| 1997-10-16 | $0.1250 | 0.42% |
| 1998-01-15 | $0.1250 | 0.54% |
| 1998-04-16 | $0.1250 | 0.44% |
| 1998-07-16 | $0.1500 | 0.58% |
| 1998-10-22 | $0.1500 | 0.63% |
| 1999-01-15 | $0.1500 | 0.64% |
| 1999-04-22 | $0.1500 | 0.49% |
| 1999-07-16 | $0.1625 | 0.55% |
| 1999-10-21 | $0.1625 | 0.60% |
| 2000-01-18 | $0.1625 | 0.63% |
| 2000-04-19 | $0.1625 | 0.81% |
| 2000-07-18 | $0.1700 | 0.95% |
| 2000-10-18 | $0.1700 | 1.11% |
| 2001-01-18 | $0.1700 | 0.76% |
| 2001-04-19 | $0.1700 | 0.70% |
| 2001-07-18 | $0.1750 | 0.65% |
| 2001-10-18 | $0.1750 | 0.75% |
| 2002-01-17 | $0.1750 | 0.73% |
| 2002-04-18 | $0.1750 | 0.63% |
| 2002-07-18 | $0.1750 | 0.81% |
| 2002-10-17 | $0.1750 | 0.90% |
| 2003-01-16 | $0.1750 | 0.74% |
| 2003-04-16 | $0.1750 | 0.66% |
| 2003-07-17 | $0.1750 | 0.60% |
| 2003-10-16 | $0.1850 | 0.47% |
| 2004-01-15 | $0.1850 | 0.44% |
| 2004-04-22 | $0.1850 | 0.46% |
| 2004-07-16 | $0.2050 | 0.52% |
| 2004-10-21 | $0.2050 | 0.51% |
| 2005-01-18 | $0.2050 | 0.44% |
| 2005-04-21 | $0.2050 | 0.47% |
| 2005-07-20 | $0.2500 | 0.47% |
| 2005-10-20 | $0.2500 | 0.45% |
| 2006-01-18 | $0.2500 | 0.40% |
| 2006-04-20 | $0.2500 | 0.32% |
| 2006-07-18 | $0.3000 | 0.43% |
| 2006-10-19 | $0.3000 | 0.43% |
| 2007-01-18 | $0.3000 | 0.50% |
| 2007-04-19 | $0.3000 | 0.43% |
| 2007-07-18 | $0.3600 | 0.42% |
| 2007-10-18 | $0.3600 | 0.47% |
| 2008-01-17 | $0.3600 | 0.56% |
| 2008-04-17 | $0.3600 | 0.46% |
| 2008-07-17 | $0.4200 | 0.60% |
| 2008-10-16 | $0.4200 | 1.00% |
| 2009-01-15 | $0.4200 | 1.07% |
| 2009-04-16 | $0.4200 | 1.27% |
| 2009-07-16 | $0.4200 | 1.24% |
| 2009-10-22 | $0.4200 | 0.72% |
| 2010-01-15 | $0.4200 | 0.68% |
| 2010-04-22 | $0.4200 | 0.62% |
| 2010-07-16 | $0.4400 | 0.66% |
| 2010-10-21 | $0.4400 | 0.55% |
| 2011-01-18 | $0.4400 | 0.47% |
| 2011-04-20 | $0.4400 | 0.41% |
| 2011-07-18 | $0.4600 | 0.42% |
| 2011-10-20 | $0.4600 | 0.55% |
| 2012-01-18 | $0.4600 | 0.45% |
| 2012-04-19 | $0.4600 | 0.42% |
| 2012-07-18 | $0.5200 | 0.63% |
| 2012-10-18 | $0.5200 | 0.60% |
| 2012-12-20 | $0.5200 | 0.57% |
| 2013-04-18 | $0.5200 | 0.64% |
| 2013-07-18 | $0.6000 | 0.69% |
| 2013-10-17 | $0.6000 | 0.70% |
| 2014-01-16 | $0.6000 | 0.65% |
| 2014-04-16 | $0.6000 | 0.59% |
| 2014-07-17 | $0.7000 | 0.63% |
| 2014-10-16 | $0.7000 | 0.76% |
| 2015-01-15 | $0.7000 | 0.81% |
| 2015-04-16 | $0.7000 | 0.82% |
| 2015-07-16 | $0.7700 | 0.91% |
| 2015-10-22 | $0.7700 | 1.11% |
| 2016-01-15 | $0.7700 | 1.24% |
| 2016-04-21 | $0.7700 | 0.97% |
| 2016-07-18 | $0.7700 | 0.95% |
| 2016-10-20 | $0.7700 | 0.88% |
| 2017-01-18 | $0.7700 | 0.82% |
| 2017-04-20 | $0.7700 | 0.82% |
| 2017-07-18 | $0.7800 | 0.72% |
| 2017-10-20 | $0.7800 | 0.59% |
| 2018-01-19 | $0.7800 | 0.46% |
| 2018-04-20 | $0.7800 | 0.50% |
| 2018-07-19 | $0.8600 | 0.61% |
| 2018-10-19 | $0.8600 | 0.63% |
| 2019-01-18 | $0.8600 | 0.64% |
| 2019-04-18 | $0.8600 | 0.60% |
| 2019-07-19 | $1.0300 | 0.76% |
| 2019-10-18 | $1.0300 | 0.78% |
| 2020-01-17 | $1.0300 | 0.70% |
| 2020-04-17 | $1.0300 | 0.91% |
| 2020-07-17 | $1.0300 | 0.74% |
| 2020-10-23 | $1.0300 | 0.61% |
| 2021-01-19 | $1.0300 | 0.53% |
| 2021-04-23 | $1.0300 | 0.45% |
| 2021-07-19 | $1.1100 | 0.53% |
| 2021-10-22 | $1.1100 | 0.55% |
| 2022-01-19 | $1.1100 | 0.48% |
| 2022-04-22 | $1.1100 | 0.48% |
| 2022-07-19 | $1.2000 | 0.69% |
| 2022-10-21 | $1.2000 | 0.66% |
| 2023-01-19 | $1.2000 | 0.47% |
| 2023-04-21 | $1.2000 | 0.54% |
| 2023-07-19 | $1.3000 | 0.49% |
| 2023-10-20 | $1.3000 | 0.51% |
| 2024-01-19 | $1.3000 | 0.46% |
| 2024-04-19 | $1.3000 | 0.36% |
| 2024-07-22 | $1.4100 | 0.41% |
| 2024-10-21 | $1.4100 | 0.36% |
| 2025-01-21 | $1.4100 | 0.37% |
| 2025-04-21 | $1.4100 | 0.48% |
| 2025-07-21 | $1.5100 | 0.36% |
| 2025-10-20 | $1.5100 | 0.29% |
| 2026-01-20 | $1.5100 | 0.23% |
| 2026-04-20 | $1.5100 | 0.19% |
| Total | 178 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-21 to 2026-04-21. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-04-23 | $44.31 | $8.86 | $0.07 | 0.1537 |
| 2021-07-19 | $47.92 | $9.58 | $0.08 | 0.1884 |
| 2021-10-22 | $48.13 | $9.63 | $0.08 | 0.1915 |
| 2022-01-19 | $48.34 | $9.67 | $0.08 | 0.1741 |
| 2022-04-22 | $48.54 | $9.71 | $0.08 | 0.1792 |
| 2022-07-19 | $52.69 | $10.54 | $0.08 | 0.2344 |
| 2022-10-21 | $52.97 | $10.59 | $0.08 | 0.2223 |
| 2023-01-19 | $53.23 | $10.65 | $0.09 | 0.1729 |
| 2023-04-21 | $53.44 | $10.69 | $0.09 | 0.1937 |
| 2023-07-19 | $58.15 | $11.63 | $0.09 | 0.1767 |
| 2023-10-20 | $58.38 | $11.68 | $0.09 | 0.1870 |
| 2024-01-19 | $58.62 | $11.72 | $0.09 | 0.1641 |
| 2024-04-19 | $58.83 | $11.77 | $0.09 | 0.1324 |
| 2024-07-22 | $64.00 | $12.80 | $0.10 | 0.1469 |
| 2024-10-21 | $64.21 | $12.84 | $0.10 | 0.1313 |
| 2025-01-21 | $64.39 | $12.88 | $0.10 | 0.1291 |
| 2025-04-21 | $64.57 | $12.91 | $0.10 | 0.1811 |
| 2025-07-21 | $69.43 | $13.89 | $0.11 | 0.1352 |
| 2025-10-20 | $69.63 | $13.93 | $0.11 | 0.1047 |
| 2026-01-20 | $69.79 | $13.96 | $0.11 | 0.0886 |
| 2026-04-20 | $69.92 | $13.98 | $0.11 | 0.0699 |
| Total | $1219.47 | $243.89 | $1.95 | 3.3571 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.