All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

CAT,PM: Total Return Chart (with Dividends Reinvested)

Mon 2008-03-17? to Fri 2025-05-09 YTD
Return
TR
Price
CAT
×
+423.95%
2025-05-09
91.86 TR
2025-05-09
Caterpillar Inc NYSE Common Stock
PM
×
+42.25%
2025-05-09
7.686 TR
2025-05-09
Philip Morris International Inc NYSE Common Stock

Returns

Mon 2008-03-17? to Fri 2025-05-09 Overall
Return
Exponential
Trendline
CAT
×
+590.22%
+11.93%/yr
+20.36%/yr
(R2=0.527)
Caterpillar Inc NYSE Common Stock
PM
×
+668.64%
+12.63%/yr
+20.23%/yr
(R2=0.813)
Philip Morris International Inc NYSE Common Stock

Growth of $10,000

Mon 2008-03-17? to Fri 2025-05-09 Start
Value
End
Value
CAT
×
$10,000.00
2008-03-17
$69,021.51
2025-05-09
Caterpillar Inc NYSE Common Stock
PM
×
$10,000.00
2008-03-17
$76,863.85
2025-05-09
Philip Morris International Inc NYSE Common Stock

Annual Returns

Year CAT PM
2025 (YTD) +423.95% +42.25%
2024 +0.00% +34.34%
2023 +0.00% −1.85%
2022 +0.00% +12.31%
2021 +0.00% +20.78%
2020 +0.00% +3.69%
2019 +0.00% +35.02%
2018 +0.00% −33.30%
2017 +0.00% +19.85%
2016 +0.00% +8.56%
2015 +0.00% +13.38%
2014 +0.00% −2.12%
2013 +0.00% +8.50%
2012 −2.77% +9.66%
2011 −1.45% +39.78%
2010 +68.53% +27.16%
2009 +33.22% +16.51%
2008 −36.80% −9.06%
2007 +20.48%
2006 +7.86%
2005 +19.59%
2004 +17.45%
2003 +81.58%
2002 −12.50%
2001 +10.44%
2000 +0.53%
1999 +2.31%
1998 −5.15%
1997 +28.90%
1996 +28.08%
1995 +6.58%
1994 +23.88%
1993 +65.97%
1992 +22.22%
1991 −6.65%
1990 −18.79%
1989 −9.04%
1988 +2.62%
1987 +54.52%
1986 −4.46%
1985 +35.48%
1984 −34.39%
1983 +17.76%
1982 −27.70%
1981 −4.31%
1980 +23.40%

Drawdowns

Mon 2008-03-17? to Fri 2025-05-09 Current
Drawdown
Worst
Drawdown
CAT
×
0.00% −73.30%
2009-03-02
Caterpillar Inc NYSE Common Stock
PM
×
−3.23% −40.86%
2009-03-03
Philip Morris International Inc NYSE Common Stock