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 +101.42% over the past year and +51.11% YTD, with dividends reinvested. Since Mar. 17, 1980, CAT is up +5,979.76% in real purchasing-power return, or +9.27%/yr, and is currently −16.58% below its real total-return high on Jun. 30, 2026.

Data ending Fri Jul. 24, 2026

Growth of $10,000

Mon 1980-03-17💬 to Fri 2026-07-24 Overall
Return 		Exponential
Trendline
CAT × 		+5,979.76%
+9.27%/yr 		+8.73%/yr
R2=0.910
Caterpillar Inc NYSE Common Stock

Growth of $10,000 Summary

Mon 1980-03-17💬 to Fri 2026-07-24 Start
Value 		End
Value
CAT × 		$10,000.00
1980-03-17 		$607,976.15
2026-07-24

This Year’s Performance

through 2026-07-24

  YTD YoY
CAT × 		+51.11% +101.42%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
CAT × 		−16.58%
on 2026-07-24
from 2026-06-30 peak 		−73.92%
on 2009-03-02
from 2007-07-19 peak

Rolling Returns

Period ending Fri 2026-07-24 1 yr 2 yr 3 yr 5 yr 10 yr
CAT × 		+101.42% +154.70%
+59.59%/yr 		+226.31%
+48.32%/yr 		+276.61%
+30.37%/yr 		+902.95%
+25.93%/yr

Annual Returns

Year CAT
2026 (YTD) +51.11%
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 −0.37%
1998 −6.66%
1997 +26.82%
1996 +24.15%
1995 +4.07%
1994 +20.66%
1993 +61.55%
1992 +18.80%
1991 −9.39%
1990 −23.44%
1989 −13.05%
1988 −1.70%
1987 +47.98%
1986 −5.48%
1985 +30.55%
1984 −36.86%
1983 +13.52%
1982 −30.31%
1981 −12.15%
1980 +13.76%