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

Mon 1980-03-17💬 to Wed 2026-06-03	YTD Return	1 Year Return
WMT ×	+5.33% 2026-06-03	+17.89% 2026-06-03
Walmart Inc. NASDAQ Common Stock
CAT ×	+62.36% 2026-06-03	+167.95% 2026-06-03
Caterpillar Inc NYSE Common Stock

---

Returns

Mon 1980-03-17💬 to Wed 2026-06-03	Overall Return	Exponential Trendline
WMT ×	+546,114.95% +20.47%/yr	+14.52%/yr (R2=0.887)
Walmart Inc. NASDAQ Common Stock
CAT ×	+26,426.71% +12.84%/yr	+11.60%/yr (R2=0.952)
Caterpillar Inc NYSE Common Stock

---

Growth of $10,000

Mon 1980-03-17💬 to Wed 2026-06-03	Start Value	End Value
WMT ×	$10,000.00 1980-03-17	$54,621,495.33 2026-06-03
Walmart Inc. NASDAQ Common Stock
CAT ×	$10,000.00 1980-03-17	$2,652,670.77 2026-06-03
Caterpillar Inc NYSE Common Stock

---

Annual Returns

Year	WMT	CAT
2026 (YTD)	+5.33%	+62.36%
2025	+24.49%	+60.33%
2024	+73.99%	+24.66%
2023	+12.88%	+25.95%
2022	−0.46%	+18.60%
2021	+1.97%	+15.95%
2020	+23.32%	+26.97%
2019	+30.16%	+19.51%
2018	−3.43%	−17.56%
2017	+46.56%	+75.03%
2016	+16.03%	+42.11%
2015	−26.64%	−22.97%
2014	+11.87%	+3.48%
2013	+18.16%	+3.42%
2012	+16.99%	+1.59%
2011	+13.84%	−1.45%
2010	+3.22%	+68.53%
2009	−2.58%	+33.22%
2008	+20.00%	−36.80%
2007	+4.89%	+20.48%
2006	+0.13%	+7.86%
2005	−10.30%	+19.59%
2004	+0.51%	+17.45%
2003	+5.73%	+81.58%
2002	−11.76%	−12.50%
2001	+8.95%	+10.44%
2000	−22.78%	+0.53%
1999	+70.45%	+2.31%
1998	+107.56%	−5.15%
1997	+74.72%	+28.91%
1996	+3.10%	+28.10%
1995	+5.54%	+6.58%
1994	−14.42%	+23.97%
1993	−21.53%	+65.99%
1992	+9.10%	+22.25%
1991	+95.38%	−6.61%
1990	+35.51%	−18.76%
1989	+43.81%	−9.01%
1988	+21.33%	+2.64%
1987	+12.29%	+54.52%
1986	+46.42%	−4.46%
1985	+69.28%	+35.48%
1984	−2.41%	−34.37%
1983	+57.03%	+17.82%
1982	+135.99%	−27.64%
1981	+41.69%	−4.31%
1980	+84.08%	+23.40%
1979	+47.59%	—
1978	+13.70%	—
1977	+31.53%	—
1976	+19.35%	—
1975	+173.53%	—
1974	−27.66%	—
1973	−61.16%	—
1972	+4.31%	—

---

Drawdowns

Mon 1980-03-17💬 to Wed 2026-06-03	Current Drawdown	Worst Drawdown
WMT ×	−12.90% from 2026-05-19 peak	−50.55% 1987-12-03 from 1987-08-21 peak
Walmart Inc. NASDAQ Common Stock
CAT ×	−0.08% from 2026-05-06 peak	−73.43% 2009-03-02 from 2007-07-19 peak
Caterpillar Inc NYSE Common Stock

---

Rolling Returns

Period ending Wed 2026-06-03	1 Year	2 Years	3 Years	5 Years	10 Years
WMT ×	+17.89%	+80.91% +34.53%/yr	+143.45% +34.48%/yr	+163.97% +21.43%/yr	+487.38% +19.37%/yr
Walmart Inc. NASDAQ Common Stock
CAT ×	+167.95%	+187.17% +69.52%/yr	+327.66% +62.23%/yr	+315.47% +32.96%/yr	+1,449.23% +31.53%/yr
Caterpillar Inc NYSE Common Stock