Caterpillar (CAT) Historical Monthly & Quarterly Returns
Dividend-adjusted returns by month and quarter. Compare performance across years.

CAT
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +15.0% | +13.0% | 4.6% | +14.3% | — | — | — | — | — | — | — | — |
| 2025 | +2.8% | 7.4% | 4.1% | 5.8% | +12.5% | +11.5% | +13.2% | 4.3% | +13.9% | +21.3% | 0.3% | 0.5% |
| 2024 | +2.0% | +11.2% | +9.7% | 8.4% | +1.2% | 1.6% | +4.4% | +2.9% | +9.8% | 3.5% | +7.9% | 10.7% |
| 2023 | +5.8% | 5.0% | 4.5% | 3.9% | 6.0% | +19.6% | +8.3% | +6.0% | 2.9% | 16.8% | +10.9% | +17.9% |
| 2022 | 2.0% | 6.9% | +18.8% | 5.1% | +2.5% | 17.2% | +11.7% | 6.8% | 11.2% | +32.8% | +9.2% | +1.3% |
| 2021 | +1.0% | +18.1% | +7.4% | 1.2% | +5.7% | 9.7% | 4.5% | +2.0% | 9.0% | +6.9% | 5.2% | +6.9% |
| 2020 | 10.4% | 5.4% | 6.6% | +1.2% | +3.2% | +5.3% | +5.8% | +7.1% | +4.8% | +5.9% | +10.5% | +4.9% |
| 2019 | +5.5% | +3.1% | 1.4% | +3.5% | 14.1% | +13.8% | 2.6% | 9.6% | +6.1% | +9.9% | +5.0% | +2.0% |
| 2018 | +3.8% | 5.0% | 4.7% | 1.6% | +5.2% | 10.7% | +6.6% | 3.4% | +9.8% | 19.9% | +11.8% | 6.3% |
| 2017 | +4.0% | +1.0% | 4.0% | +11.1% | +3.1% | +1.9% | +6.8% | +3.1% | +6.1% | +9.5% | +3.9% | +11.6% |
| 2016 | 7.3% | +8.8% | +13.1% | +2.5% | 6.7% | +4.6% | +10.2% | 1.0% | +8.3% | 5.1% | +14.5% | 2.9% |
| 2015 | 11.9% | +3.7% | 3.4% | +9.4% | 1.8% | 0.6% | 6.5% | 2.8% | 14.5% | +12.9% | 0.5% | 6.5% |
| 2014 | +4.1% | +3.3% | +2.5% | +6.7% | 3.0% | +6.3% | 6.7% | +8.2% | 9.2% | +3.2% | 0.8% | 9.0% |
| 2013 | +9.8% | 6.1% | 5.8% | 2.0% | +1.3% | 3.9% | +1.2% | 0.4% | +1.0% | +0.6% | +1.5% | +7.4% |
| 2012 | +21.0% | +4.7% | 6.7% | 3.1% | 14.7% | 3.1% | 0.2% | +1.3% | +0.8% | 0.8% | +0.5% | +5.7% |
| 2011 | +4.1% | +6.1% | +8.2% | +4.1% | 8.3% | +0.6% | 6.8% | 7.9% | 18.9% | +28.6% | +3.6% | 7.4% |
| 2010 | 7.7% | +9.2% | +10.2% | +9.0% | 10.8% | 1.1% | +16.9% | 6.6% | +20.7% | +0.4% | +7.6% | +10.7% |
| 2009 | 30.2% | 20.2% | +13.7% | +28.8% | 0.3% | 6.8% | +35.0% | +2.8% | +13.3% | +8.0% | +6.0% | 2.4% |
| 2008 | 1.6% | +1.9% | +8.2% | +5.1% | +0.9% | 10.7% | 5.3% | +1.7% | 15.7% | 35.3% | +7.3% | +9.0% |
| 2007 | +5.0% | +0.6% | +4.1% | +8.8% | +8.2% | 0.3% | +1.1% | 3.9% | +3.5% | 4.4% | 3.6% | +0.9% |
| 2006 | +18.0% | +7.6% | 1.7% | +5.8% | 3.7% | +2.1% | 4.4% | 6.4% | 0.8% | 7.3% | +2.2% | 1.1% |
| 2005 | 8.2% | +6.7% | 3.8% | 3.2% | +6.9% | +1.2% | +13.7% | +2.9% | +5.9% | 10.1% | +9.9% | 0.0% |
| 2004 | 5.5% | 3.0% | +4.4% | 1.3% | 3.1% | +5.4% | 7.0% | 1.1% | +10.7% | +0.6% | +13.7% | +6.5% |
| 2003 | 3.1% | +6.8% | +4.7% | +7.6% | 0.9% | +6.7% | +22.0% | +6.5% | 4.2% | +7.0% | +3.8% | +9.1% |
| 2002 | 3.1% | +10.4% | +2.4% | 3.3% | 4.3% | 6.3% | 8.0% | 2.4% | 14.7% | +10.8% | +22.1% | 8.3% |
| 2001 | 5.8% | 6.0% | +6.7% | +14.0% | +7.9% | 7.6% | +10.8% | 9.2% | 10.4% | +0.6% | +6.1% | +10.2% |
| 2000 | 9.2% | 17.4% | +12.5% | +0.8% | 3.0% | 11.4% | +1.5% | +7.9% | 8.1% | +5.0% | +12.2% | +20.4% |
| 1999 | 5.3% | +5.2% | +0.8% | +40.8% | 14.7% | +9.4% | 1.8% | 3.4% | 3.2% | +1.5% | 16.1% | +1.4% |
| 1998 | 0.5% | +13.7% | +0.9% | +3.9% | 3.5% | 3.7% | 7.7% | 13.4% | +5.9% | +1.6% | +10.1% | 7.0% |
| 1997 | +3.8% | +0.7% | +2.5% | +11.6% | +9.7% | +9.9% | +4.8% | +3.6% | 7.1% | 4.5% | 6.5% | +1.1% |
| 1996 | +10.0% | +3.8% | +1.9% | 5.3% | +2.5% | +3.2% | 2.2% | +4.5% | +9.4% | 8.5% | +15.3% | 4.9% |
| 1995 | 6.4% | +0.5% | +7.5% | +5.9% | +2.9% | +6.7% | +10.1% | 4.6% | 15.3% | +0.4% | +8.0% | 4.1% |
| 1994 | +17.2% | +4.0% | +3.7% | 2.0% | 2.7% | 6.5% | +8.7% | +6.5% | 6.3% | +10.8% | 9.5% | +1.9% |
| 1993 | +4.9% | +3.4% | +1.8% | +17.5% | +3.3% | +4.6% | +3.0% | +6.8% | 3.8% | +16.1% | 6.8% | +4.5% |
| 1992 | +6.9% | +4.5% | +2.5% | +12.7% | +7.5% | 11.1% | +3.3% | 12.7% | +8.0% | +0.3% | +8.7% | 5.6% |
| 1991 | +6.2% | +9.8% | 12.5% | +0.0% | +8.7% | 4.5% | +0.0% | 3.3% | 6.0% | +8.0% | 14.1% | +6.5% |
| 1990 | 3.8% | +9.3% | +0.9% | +0.9% | +9.3% | 21.4% | 7.0% | 11.6% | 2.1% | 2.6% | +0.9% | +14.5% |
| 1989 | 2.1% | 5.2% | 2.9% | +6.6% | +5.6% | 9.4% | +3.2% | +8.2% | 4.9% | 5.8% | +2.3% | 1.3% |
| 1988 | 5.6% | +11.5% | 4.1% | +0.9% | 1.2% | +9.5% | 7.9% | 10.7% | +3.4% | +7.6% | +2.8% | +0.3% |
| 1987 | +9.2% | +5.3% | +5.0% | +0.0% | +7.6% | +3.3% | +21.6% | 4.7% | +18.9% | 32.4% | +14.3% | +9.1% |
| 1986 | +9.3% | +11.1% | +3.8% | +0.7% | +2.6% | 8.2% | 10.2% | +11.3% | 23.8% | +5.6% | 0.5% | +1.0% |
| 1985 | +8.3% | 1.8% | 1.8% | 1.8% | +10.0% | 4.5% | +11.9% | 2.7% | 1.6% | +0.6% | +12.2% | +5.4% |
| 1984 | +3.0% | 6.3% | +13.0% | 7.5% | 13.3% | 7.9% | 7.0% | +12.7% | 9.7% | 11.4% | +0.0% | +0.0% |
| 1983 | +7.4% | +3.4% | 3.3% | +9.9% | +0.4% | +0.9% | 6.2% | 10.4% | +11.1% | 9.5% | +14.1% | +6.0% |
| 1982 | 4.4% | 10.1% | +2.8% | 4.1% | 20.0% | +1.2% | +0.6% | +9.4% | 16.0% | +13.4% | +3.9% | +2.2% |
| 1981 | 4.2% | +15.7% | +0.3% | +11.5% | 5.6% | 3.3% | 4.8% | 6.8% | 8.1% | 6.3% | +13.8% | 2.7% |
| 1980 | +5.0% | 5.9% | 10.9% | 0.9% | +4.8% | +6.8% | +11.9% | 9.9% | +5.1% | +2.4% | +9.8% | 7.5% |
| 1979 | +3.4% | 4.8% | +2.7% | 7.2% | +0.4% | 0.4% | +0.8% | +2.4% | 2.0% | 10.8% | +8.6% | +0.0% |
| 1978 | 9.8% | 0.5% | 4.1% | +17.1% | +0.4% | +0.4% | +7.2% | +0.4% | 1.9% | 6.1% | +2.0% | +4.0% |
| 1977 | 11.2% | 1.7% | +8.0% | 0.4% | +3.7% | +2.4% | 8.1% | 3.4% | +7.4% | 6.5% | +6.5% | +0.0% |
| 1976 | +15.0% | +8.0% | 4.3% | +5.7% | +1.5% | +2.7% | +1.5% | 5.1% | 5.4% | +4.9% | 1.2% | +1.2% |
| 1975 | +15.3% | +13.3% | +4.3% | +1.5% | 2.5% | +2.6% | +1.5% | 1.5% | 2.5% | +9.3% | 3.3% | +1.0% |
| 1974 | 10.6% | +1.1% | 2.2% | 0.6% | +2.9% | 2.8% | 6.9% | 11.7% | 14.6% | +28.5% | 2.5% | 6.5% |
| 1973 | 4.5% | +1.1% | 2.1% | 1.1% | 4.9% | 1.7% | +6.9% | +3.2% | +10.5% | +0.9% | 7.0% | +0.5% |
| 1972 | +3.5% | 1.4% | +11.1% | +0.6% | +5.0% | +4.1% | +3.4% | +6.6% | 1.0% | +0.0% | +5.7% | 2.5% |
| 1971 | +11.8% | 1.4% | +1.4% | +12.0% | 7.5% | 1.4% | +0.0% | +10.3% | 5.6% | 13.2% | 5.3% | +13.7% |
| 1970 | 14.3% | +9.3% | +11.0% | 13.0% | 8.8% | 1.0% | 5.4% | +1.8% | +6.8% | 2.8% | +11.7% | +10.4% |
| 1969 | +7.7% | 4.3% | +10.4% | +4.7% | +3.2% | 6.3% | 8.7% | +0.0% | 3.6% | 0.8% | 6.1% | +2.4% |
| 1968 | 8.5% | 7.6% | +0.9% | +14.5% | 4.8% | 5.0% | 2.6% | +13.5% | +7.9% | +5.1% | 0.7% | 8.5% |
| 1967 | +14.4% | 9.2% | +21.3% | +11.5% | 7.5% | 2.2% | +6.8% | 1.4% | +1.4% | 5.0% | 6.7% | +3.2% |
| 1966 | 1.4% | 6.8% | +2.2% | 10.8% | +2.4% | 2.4% | 11.3% | 2.7% | 4.7% | +2.0% | +5.8% | 5.5% |
| 1965 | 1.6% | +9.1% | 8.3% | +12.4% | 2.9% | 3.0% | 3.9% | +6.5% | +6.1% | +5.8% | +7.5% | 6.3% |
| 1964 | +9.0% | +3.7% | +13.3% | 2.3% | +3.2% | +5.8% | +5.7% | 2.9% | +6.0% | +5.7% | +11.6% | 1.6% |
| 1963 | +2.6% | 8.8% | +4.1% | +2.0% | +19.4% | 2.7% | +0.6% | +3.3% | 3.7% | +7.8% | +1.0% | +2.0% |
| 1962 | +6.9% | 1.8% | +1.2% | 12.9% | 3.4% | 7.0% | 0.8% | +10.6% | 10.3% | +4.6% | +10.2% | +3.3% |
| Avg | +1.3% | +1.6% | +2.4% | +3.5% | 0.1% | 0.9% | +2.0% | 0.2% | 0.9% | +1.2% | +4.1% | +1.6% |
| Median | +2.8% | +1.9% | +2.2% | +1.2% | +0.7% | 1.1% | +0.9% | 0.7% | 1.9% | +0.8% | +4.5% | +1.0% |
| Win % | 55% | 60% | 65% | 58% | 55% | 44% | 55% | 47% | 44% | 61% | 69% | 58% |
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Frequently asked questions
What is the best performing month for Caterpillar (CAT) stock?
- Historically, November is the best performing month for Caterpillar (CAT) stock with an average return of +4.07%.
What is the worst performing month for Caterpillar (CAT) stock?
- Historically, September is the worst performing month for Caterpillar (CAT) stock with an average return of 0.94%.
What is the best performing quarter for Caterpillar (CAT) stock?
- Historically, Q4 is the best performing quarter for Caterpillar (CAT) stock with an average return of +6.55%.
What is the worst performing quarter for Caterpillar (CAT) stock?
- Historically, Q3 is the worst performing quarter for Caterpillar (CAT) stock with an average return of +1.05%.
What is the best performing year for Caterpillar (CAT) stock?
- Historically, 2003 is the best performing year for Caterpillar (CAT) stock with a return of +86.12%.
What is the worst performing year for Caterpillar (CAT) stock?
- Historically, 2008 is the worst performing year for Caterpillar (CAT) stock with a return of 36.80%.
Which month has the highest win rate for Caterpillar (CAT) stock?
- Historically, November has the highest win rate for Caterpillar (CAT) stock — positive in 69% of years.
Which month has the lowest win rate for Caterpillar (CAT) stock?
- Historically, June has the lowest win rate for Caterpillar (CAT) stock — positive in 44% of years.
Which quarter has the highest win rate for Caterpillar (CAT) stock?
- Historically, Q4 has the highest win rate for Caterpillar (CAT) stock — positive in 67% of years.
Which quarter has the lowest win rate for Caterpillar (CAT) stock?
- Historically, Q3 has the lowest win rate for Caterpillar (CAT) stock — positive in 53% of years.
Data & methodology
How are returns calculated?
- We compare the closing price at the end of each period (month or quarter) with the closing price at the end of the previous period. The return is the percentage change. All prices are adjusted for dividends and stock splits. Based on historical prices from our data provider.
What is average vs median?
- Average is the arithmetic mean of returns for each period across years. Median is the middle value. Both exclude empty cells. Use median to reduce impact of outliers.
What does the heatmap show?
- Green cells indicate positive returns, red cells indicate negative returns. The darker the color, the stronger the move. Average and Median rows summarize each column across years.
What is Win %?
- Percentage of years when the period had a positive return. For example, 80% for January means January was positive in 80% of the years in the selected range.
Explore more
CAT Overview
Company profile, financial tools, and key metrics
CAT Revenue Counter
Earns $2,143 every second. See per minute, hour, and day.
CAT Earnings Counter
Earns $281.36 per second net profit. See per minute, hour, and day.
CAT Economic Scale
Exceeds Bolivia's GDP. Compare with world economies.
CAT What If Invested
What if you had invested $1,000? See historical returns from any date.
CAT How It Makes Money
Discover visual breakdown of $67.59B in revenue — where it comes from and where it goes.
CAT Price Target Scenarios
Model bear, base, and bull cases with EPS growth and exit P/E — pre-filled from analysts and history.
CAT Daily Price Character
Steady · 46.3% historical win rate (green days). Streaks & record days.
CAT Buybacks
1.94% TTM buyback yield. Shareholder yield & SBC comparison.
CAT Stock Split History
5 splits on record. Dates, ratios, and cumulative multiple.
CAT Dividend Profile
Yield: 0.75%. Safety: 8/8. See full history.
CAT Dividend Calculator
How much dividend income would $1,000 have earned? Calculate from any date.
CAT Dividend Forecast
Project future income with DRIP, growth assumptions, and optional monthly contributions.
CAT Financials
Revenue, EPS, EBITDA, market cap, debt and balance sheet history with annual and quarterly data.