All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

CAT: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

CAT real return snapshot: after CPI-U inflation, CAT returned +134.48% over the past year and +62.75% YTD, with dividends reinvested. Since Mar. 17, 1980, CAT is up +6,585.56% in real purchasing-power return, or +9.50%/yr, and is currently −9.54% below its real total-return high on Jun. 30, 2026.

Data ending Thu Jul. 2, 2026

Mon 1980-03-17💬 to Thu 2026-07-02 YTD
Return
1 Year
Return
CAT
×
+62.75%
2026-07-02
+134.48%
2026-07-02
Caterpillar Inc NYSE Common Stock

Returns

Mon 1980-03-17💬 to Thu 2026-07-02 Overall
Return
Exponential
Trendline
CAT
×
+6,585.56%
+9.50%/yr
+8.74%/yr
(R2=0.912)
Caterpillar Inc NYSE Common Stock

Growth of $10,000

Mon 1980-03-17💬 to Thu 2026-07-02 Start
Value
End
Value
CAT
×
$10,000.00
1980-03-17
$668,556.09
2026-07-02
Caterpillar Inc NYSE Common Stock

Annual Returns

Year CAT
2026 (YTD) +62.75%
2025 +56.15%
2024 +21.17%
2023 +21.87%
2022 +11.40%
2021 +8.33%
2020 +25.26%
2019 +16.84%
2018 −19.10%
2017 +71.41%
2016 +39.22%
2015 −23.53%
2014 +2.70%
2013 +1.89%
2012 −0.14%
2011 −4.29%
2010 +66.05%
2009 +29.69%
2008 −36.86%
2007 +15.75%
2006 +5.21%
2005 +15.62%
2004 +13.75%
2003 +78.23%
2002 −14.53%
2001 +8.75%
2000 −2.77%
1999 −0.36%
1998 −6.66%
1997 +26.75%
1996 +23.98%
1995 +3.94%
1994 +20.76%
1993 +61.71%
1992 +18.96%
1991 −9.13%
1990 −23.25%
1989 −12.86%
1988 −1.57%
1987 +47.96%
1986 −5.50%
1985 +30.53%
1984 −36.68%
1983 +13.94%
1982 −29.89%
1981 −12.15%
1980 +13.76%

Drawdowns

Mon 1980-03-17💬 to Thu 2026-07-02 Current
Drawdown
Worst
Drawdown
CAT
×
−9.54%
from 2026-06-30 peak
−73.92%
2009-03-02
from 2007-07-19 peak
Caterpillar Inc NYSE Common Stock

Rolling Returns

Period ending Thu 2026-07-02 1
Year
2
Years
3
Years
5
Years
10
Years
CAT
×
+134.48% +182.18%
+67.98%/yr
+271.78%
+54.92%/yr
+291.13%
+31.36%/yr
+1,033.70%
+27.48%/yr
Caterpillar Inc NYSE Common Stock