TickerLeague

Caterpillar (CAT) Historical Monthly & Quarterly Returns

Dividend-adjusted returns by month and quarter. Compare performance across years.

2026

Jan+15.0%
Feb+13.0%
Mar4.6%
Apr+14.3%
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec

2025

Jan+2.8%
Feb7.4%
Mar4.1%
Apr5.8%
May+12.5%
Jun+11.5%
Jul+13.2%
Aug4.3%
Sep+13.9%
Oct+21.3%
Nov0.3%
Dec0.5%

2024

Jan+2.0%
Feb+11.2%
Mar+9.7%
Apr8.4%
May+1.2%
Jun1.6%
Jul+4.4%
Aug+2.9%
Sep+9.8%
Oct3.5%
Nov+7.9%
Dec10.7%

2023

Jan+5.8%
Feb5.0%
Mar4.5%
Apr3.9%
May6.0%
Jun+19.6%
Jul+8.3%
Aug+6.0%
Sep2.9%
Oct16.8%
Nov+10.9%
Dec+17.9%

2022

Jan2.0%
Feb6.9%
Mar+18.8%
Apr5.1%
May+2.5%
Jun17.2%
Jul+11.7%
Aug6.8%
Sep11.2%
Oct+32.8%
Nov+9.2%
Dec+1.3%

2021

Jan+1.0%
Feb+18.1%
Mar+7.4%
Apr1.2%
May+5.7%
Jun9.7%
Jul4.5%
Aug+2.0%
Sep9.0%
Oct+6.9%
Nov5.2%
Dec+6.9%

2020

Jan10.4%
Feb5.4%
Mar6.6%
Apr+1.2%
May+3.2%
Jun+5.3%
Jul+5.8%
Aug+7.1%
Sep+4.8%
Oct+5.9%
Nov+10.5%
Dec+4.9%

2019

Jan+5.5%
Feb+3.1%
Mar1.4%
Apr+3.5%
May14.1%
Jun+13.8%
Jul2.6%
Aug9.6%
Sep+6.1%
Oct+9.9%
Nov+5.0%
Dec+2.0%

2018

Jan+3.8%
Feb5.0%
Mar4.7%
Apr1.6%
May+5.2%
Jun10.7%
Jul+6.6%
Aug3.4%
Sep+9.8%
Oct19.9%
Nov+11.8%
Dec6.3%

2017

Jan+4.0%
Feb+1.0%
Mar4.0%
Apr+11.1%
May+3.1%
Jun+1.9%
Jul+6.8%
Aug+3.1%
Sep+6.1%
Oct+9.5%
Nov+3.9%
Dec+11.6%

2016

Jan7.3%
Feb+8.8%
Mar+13.1%
Apr+2.5%
May6.7%
Jun+4.6%
Jul+10.2%
Aug1.0%
Sep+8.3%
Oct5.1%
Nov+14.5%
Dec2.9%

2015

Jan11.9%
Feb+3.7%
Mar3.4%
Apr+9.4%
May1.8%
Jun0.6%
Jul6.5%
Aug2.8%
Sep14.5%
Oct+12.9%
Nov0.5%
Dec6.5%

2014

Jan+4.1%
Feb+3.3%
Mar+2.5%
Apr+6.7%
May3.0%
Jun+6.3%
Jul6.7%
Aug+8.2%
Sep9.2%
Oct+3.2%
Nov0.8%
Dec9.0%

2013

Jan+9.8%
Feb6.1%
Mar5.8%
Apr2.0%
May+1.3%
Jun3.9%
Jul+1.2%
Aug0.4%
Sep+1.0%
Oct+0.6%
Nov+1.5%
Dec+7.4%

2012

Jan+21.0%
Feb+4.7%
Mar6.7%
Apr3.1%
May14.7%
Jun3.1%
Jul0.2%
Aug+1.3%
Sep+0.8%
Oct0.8%
Nov+0.5%
Dec+5.7%

2011

Jan+4.1%
Feb+6.1%
Mar+8.2%
Apr+4.1%
May8.3%
Jun+0.6%
Jul6.8%
Aug7.9%
Sep18.9%
Oct+28.6%
Nov+3.6%
Dec7.4%

2010

Jan7.7%
Feb+9.2%
Mar+10.2%
Apr+9.0%
May10.8%
Jun1.1%
Jul+16.9%
Aug6.6%
Sep+20.7%
Oct+0.4%
Nov+7.6%
Dec+10.7%

2009

Jan30.2%
Feb20.2%
Mar+13.7%
Apr+28.8%
May0.3%
Jun6.8%
Jul+35.0%
Aug+2.8%
Sep+13.3%
Oct+8.0%
Nov+6.0%
Dec2.4%

2008

Jan1.6%
Feb+1.9%
Mar+8.2%
Apr+5.1%
May+0.9%
Jun10.7%
Jul5.3%
Aug+1.7%
Sep15.7%
Oct35.3%
Nov+7.3%
Dec+9.0%

2007

Jan+5.0%
Feb+0.6%
Mar+4.1%
Apr+8.8%
May+8.2%
Jun0.3%
Jul+1.1%
Aug3.9%
Sep+3.5%
Oct4.4%
Nov3.6%
Dec+0.9%

2006

Jan+18.0%
Feb+7.6%
Mar1.7%
Apr+5.8%
May3.7%
Jun+2.1%
Jul4.4%
Aug6.4%
Sep0.8%
Oct7.3%
Nov+2.2%
Dec1.1%

2005

Jan8.2%
Feb+6.7%
Mar3.8%
Apr3.2%
May+6.9%
Jun+1.2%
Jul+13.7%
Aug+2.9%
Sep+5.9%
Oct10.1%
Nov+9.9%
Dec0.0%

2004

Jan5.5%
Feb3.0%
Mar+4.4%
Apr1.3%
May3.1%
Jun+5.4%
Jul7.0%
Aug1.1%
Sep+10.7%
Oct+0.6%
Nov+13.7%
Dec+6.5%

2003

Jan3.1%
Feb+6.8%
Mar+4.7%
Apr+7.6%
May0.9%
Jun+6.7%
Jul+22.0%
Aug+6.5%
Sep4.2%
Oct+7.0%
Nov+3.8%
Dec+9.1%

2002

Jan3.1%
Feb+10.4%
Mar+2.4%
Apr3.3%
May4.3%
Jun6.3%
Jul8.0%
Aug2.4%
Sep14.7%
Oct+10.8%
Nov+22.1%
Dec8.3%

2001

Jan5.8%
Feb6.0%
Mar+6.7%
Apr+14.0%
May+7.9%
Jun7.6%
Jul+10.8%
Aug9.2%
Sep10.4%
Oct+0.6%
Nov+6.1%
Dec+10.2%

2000

Jan9.2%
Feb17.4%
Mar+12.5%
Apr+0.8%
May3.0%
Jun11.4%
Jul+1.5%
Aug+7.9%
Sep8.1%
Oct+5.0%
Nov+12.2%
Dec+20.4%

1999

Jan5.3%
Feb+5.2%
Mar+0.8%
Apr+40.8%
May14.7%
Jun+9.4%
Jul1.8%
Aug3.4%
Sep3.2%
Oct+1.5%
Nov16.1%
Dec+1.4%

1998

Jan0.5%
Feb+13.7%
Mar+0.9%
Apr+3.9%
May3.5%
Jun3.7%
Jul7.7%
Aug13.4%
Sep+5.9%
Oct+1.6%
Nov+10.1%
Dec7.0%

1997

Jan+3.8%
Feb+0.7%
Mar+2.5%
Apr+11.6%
May+9.7%
Jun+9.9%
Jul+4.8%
Aug+3.6%
Sep7.1%
Oct4.5%
Nov6.5%
Dec+1.1%

1996

Jan+10.0%
Feb+3.8%
Mar+1.9%
Apr5.3%
May+2.5%
Jun+3.2%
Jul2.2%
Aug+4.5%
Sep+9.4%
Oct8.5%
Nov+15.3%
Dec4.9%

1995

Jan6.4%
Feb+0.5%
Mar+7.5%
Apr+5.9%
May+2.9%
Jun+6.7%
Jul+10.1%
Aug4.6%
Sep15.3%
Oct+0.4%
Nov+8.0%
Dec4.1%

1994

Jan+17.2%
Feb+4.0%
Mar+3.7%
Apr2.0%
May2.7%
Jun6.5%
Jul+8.7%
Aug+6.5%
Sep6.3%
Oct+10.8%
Nov9.5%
Dec+1.9%

1993

Jan+4.9%
Feb+3.4%
Mar+1.8%
Apr+17.5%
May+3.3%
Jun+4.6%
Jul+3.0%
Aug+6.8%
Sep3.8%
Oct+16.1%
Nov6.8%
Dec+4.5%

1992

Jan+6.9%
Feb+4.5%
Mar+2.5%
Apr+12.7%
May+7.5%
Jun11.1%
Jul+3.3%
Aug12.7%
Sep+8.0%
Oct+0.3%
Nov+8.7%
Dec5.6%

1991

Jan+6.2%
Feb+9.8%
Mar12.5%
Apr+0.0%
May+8.7%
Jun4.5%
Jul+0.0%
Aug3.3%
Sep6.0%
Oct+8.0%
Nov14.1%
Dec+6.5%

1990

Jan3.8%
Feb+9.3%
Mar+0.9%
Apr+0.9%
May+9.3%
Jun21.4%
Jul7.0%
Aug11.6%
Sep2.1%
Oct2.6%
Nov+0.9%
Dec+14.5%

1989

Jan2.1%
Feb5.2%
Mar2.9%
Apr+6.6%
May+5.6%
Jun9.4%
Jul+3.2%
Aug+8.2%
Sep4.9%
Oct5.8%
Nov+2.3%
Dec1.3%

1988

Jan5.6%
Feb+11.5%
Mar4.1%
Apr+0.9%
May1.2%
Jun+9.5%
Jul7.9%
Aug10.7%
Sep+3.4%
Oct+7.6%
Nov+2.8%
Dec+0.3%

1987

Jan+9.2%
Feb+5.3%
Mar+5.0%
Apr+0.0%
May+7.6%
Jun+3.3%
Jul+21.6%
Aug4.7%
Sep+18.9%
Oct32.4%
Nov+14.3%
Dec+9.1%

1986

Jan+9.3%
Feb+11.1%
Mar+3.8%
Apr+0.7%
May+2.6%
Jun8.2%
Jul10.2%
Aug+11.3%
Sep23.8%
Oct+5.6%
Nov0.5%
Dec+1.0%

1985

Jan+8.3%
Feb1.8%
Mar1.8%
Apr1.8%
May+10.0%
Jun4.5%
Jul+11.9%
Aug2.7%
Sep1.6%
Oct+0.6%
Nov+12.2%
Dec+5.4%

1984

Jan+3.0%
Feb6.3%
Mar+13.0%
Apr7.5%
May13.3%
Jun7.9%
Jul7.0%
Aug+12.7%
Sep9.7%
Oct11.4%
Nov+0.0%
Dec+0.0%

1983

Jan+7.4%
Feb+3.4%
Mar3.3%
Apr+9.9%
May+0.4%
Jun+0.9%
Jul6.2%
Aug10.4%
Sep+11.1%
Oct9.5%
Nov+14.1%
Dec+6.0%

1982

Jan4.4%
Feb10.1%
Mar+2.8%
Apr4.1%
May20.0%
Jun+1.2%
Jul+0.6%
Aug+9.4%
Sep16.0%
Oct+13.4%
Nov+3.9%
Dec+2.2%

1981

Jan4.2%
Feb+15.7%
Mar+0.3%
Apr+11.5%
May5.6%
Jun3.3%
Jul4.8%
Aug6.8%
Sep8.1%
Oct6.3%
Nov+13.8%
Dec2.7%

1980

Jan+5.0%
Feb5.9%
Mar10.9%
Apr0.9%
May+4.8%
Jun+6.8%
Jul+11.9%
Aug9.9%
Sep+5.1%
Oct+2.4%
Nov+9.8%
Dec7.5%

1979

Jan+3.4%
Feb4.8%
Mar+2.7%
Apr7.2%
May+0.4%
Jun0.4%
Jul+0.8%
Aug+2.4%
Sep2.0%
Oct10.8%
Nov+8.6%
Dec+0.0%

1978

Jan9.8%
Feb0.5%
Mar4.1%
Apr+17.1%
May+0.4%
Jun+0.4%
Jul+7.2%
Aug+0.4%
Sep1.9%
Oct6.1%
Nov+2.0%
Dec+4.0%

1977

Jan11.2%
Feb1.7%
Mar+8.0%
Apr0.4%
May+3.7%
Jun+2.4%
Jul8.1%
Aug3.4%
Sep+7.4%
Oct6.5%
Nov+6.5%
Dec+0.0%

1976

Jan+15.0%
Feb+8.0%
Mar4.3%
Apr+5.7%
May+1.5%
Jun+2.7%
Jul+1.5%
Aug5.1%
Sep5.4%
Oct+4.9%
Nov1.2%
Dec+1.2%

1975

Jan+15.3%
Feb+13.3%
Mar+4.3%
Apr+1.5%
May2.5%
Jun+2.6%
Jul+1.5%
Aug1.5%
Sep2.5%
Oct+9.3%
Nov3.3%
Dec+1.0%

1974

Jan10.6%
Feb+1.1%
Mar2.2%
Apr0.6%
May+2.9%
Jun2.8%
Jul6.9%
Aug11.7%
Sep14.6%
Oct+28.5%
Nov2.5%
Dec6.5%

1973

Jan4.5%
Feb+1.1%
Mar2.1%
Apr1.1%
May4.9%
Jun1.7%
Jul+6.9%
Aug+3.2%
Sep+10.5%
Oct+0.9%
Nov7.0%
Dec+0.5%

1972

Jan+3.5%
Feb1.4%
Mar+11.1%
Apr+0.6%
May+5.0%
Jun+4.1%
Jul+3.4%
Aug+6.6%
Sep1.0%
Oct+0.0%
Nov+5.7%
Dec2.5%

1971

Jan+11.8%
Feb1.4%
Mar+1.4%
Apr+12.0%
May7.5%
Jun1.4%
Jul+0.0%
Aug+10.3%
Sep5.6%
Oct13.2%
Nov5.3%
Dec+13.7%

1970

Jan14.3%
Feb+9.3%
Mar+11.0%
Apr13.0%
May8.8%
Jun1.0%
Jul5.4%
Aug+1.8%
Sep+6.8%
Oct2.8%
Nov+11.7%
Dec+10.4%

1969

Jan+7.7%
Feb4.3%
Mar+10.4%
Apr+4.7%
May+3.2%
Jun6.3%
Jul8.7%
Aug+0.0%
Sep3.6%
Oct0.8%
Nov6.1%
Dec+2.4%

1968

Jan8.5%
Feb7.6%
Mar+0.9%
Apr+14.5%
May4.8%
Jun5.0%
Jul2.6%
Aug+13.5%
Sep+7.9%
Oct+5.1%
Nov0.7%
Dec8.5%

1967

Jan+14.4%
Feb9.2%
Mar+21.3%
Apr+11.5%
May7.5%
Jun2.2%
Jul+6.8%
Aug1.4%
Sep+1.4%
Oct5.0%
Nov6.7%
Dec+3.2%

1966

Jan1.4%
Feb6.8%
Mar+2.2%
Apr10.8%
May+2.4%
Jun2.4%
Jul11.3%
Aug2.7%
Sep4.7%
Oct+2.0%
Nov+5.8%
Dec5.5%

1965

Jan1.6%
Feb+9.1%
Mar8.3%
Apr+12.4%
May2.9%
Jun3.0%
Jul3.9%
Aug+6.5%
Sep+6.1%
Oct+5.8%
Nov+7.5%
Dec6.3%

1964

Jan+9.0%
Feb+3.7%
Mar+13.3%
Apr2.3%
May+3.2%
Jun+5.8%
Jul+5.7%
Aug2.9%
Sep+6.0%
Oct+5.7%
Nov+11.6%
Dec1.6%

1963

Jan+2.6%
Feb8.8%
Mar+4.1%
Apr+2.0%
May+19.4%
Jun2.7%
Jul+0.6%
Aug+3.3%
Sep3.7%
Oct+7.8%
Nov+1.0%
Dec+2.0%

1962

Jan+6.9%
Feb1.8%
Mar+1.2%
Apr12.9%
May3.4%
Jun7.0%
Jul0.8%
Aug+10.6%
Sep10.3%
Oct+4.6%
Nov+10.2%
Dec+3.3%

Avg

Jan+1.3%
Feb+1.6%
Mar+2.4%
Apr+3.5%
May0.1%
Jun0.9%
Jul+2.0%
Aug0.2%
Sep0.9%
Oct+1.2%
Nov+4.1%
Dec+1.6%

Median

Jan+2.8%
Feb+1.9%
Mar+2.2%
Apr+1.2%
May+0.7%
Jun1.1%
Jul+0.9%
Aug0.7%
Sep1.9%
Oct+0.8%
Nov+4.5%
Dec+1.0%

Win %

Jan55%
Feb60%
Mar65%
Apr58%
May55%
Jun44%
Jul55%
Aug47%
Sep44%
Oct61%
Nov69%
Dec58%

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.