CATERPILLAR INC (CAT) Scorecard
- 2026-Q2: Total return Win; Revenue growth Win; EPS growth Lose.
- 2026-Q1: Total return Win; Revenue growth Win; EPS growth Lose.
- 2025-Q4: Total return Win; Revenue growth Lose; EPS growth Lose.
- 2025-Q3: Total return Win; Revenue growth Lose; EPS growth Lose.
63/120
All 120 Win/Lose results shown below
Every strict quarterly win earns 1 point. A loss, tie, or unavailable scoring value earns 0.
Trailing 1 year (4 quarters): 6 wins, 6 lossesLast fetched: 4 Sept 2026
Complete point ledger
Each cell identifies the missing side explicitly.
| Quarter | Total return | Revenue growth | EPS growth |
|---|---|---|---|
| 2026-Q22/3 |
WinCAT / S&P 50.60% / 15.20% |
WinCAT / S&P 18.36% / 15.00% |
LoseCAT / S&P 18.21% / 50.40% |
| 2026-Q12/3 |
WinCAT / S&P 23.96% / -4.33% |
WinCAT / S&P 11.85% / 11.30% |
LoseCAT / S&P -2.10% / 27.70% |
| 2025-Q41/3 |
WinCAT / S&P 20.41% / 2.65% |
LoseCAT / S&P 4.29% / 9.00% |
LoseCAT / S&P -14.73% / 13.40% |
| 2025-Q31/3 |
WinCAT / S&P 23.36% / 8.12% |
LoseCAT / S&P -1.51% / 4.61% |
LoseCAT / S&P -9.65% / 13.45% |
| 2025-Q21/3 |
WinCAT / S&P 18.28% / 10.94% |
LoseCAT / S&P -4.87% / 4.83% |
LoseCAT / S&P -10.43% / 10.63% |
| 2025-Q10/3 |
LoseCAT / S&P -8.75% / -4.27% |
LoseCAT / S&P -5.58% / 4.98% |
LoseCAT / S&P -7.32% / 10.57% |
| 2024-Q41/3 |
LoseCAT / S&P -6.92% / 2.41% |
LoseCAT / S&P -3.36% / 5.25% |
WinCAT / S&P 9.64% / 6.15% |
| 2024-Q32/3 |
WinCAT / S&P 17.90% / 5.89% |
LoseCAT / S&P -1.39% / 5.89% |
WinCAT / S&P 22.15% / 6.11% |
| 2024-Q21/3 |
LoseCAT / S&P -8.76% / 4.28% |
LoseCAT / S&P 2.47% / 5.38% |
WinCAT / S&P 36.59% / 5.12% |
| 2024-Q13/3 |
WinCAT / S&P 24.51% / 10.56% |
WinCAT / S&P 8.59% / 5.71% |
WinCAT / S&P 63.64% / 5.59% |
| 2023-Q42/3 |
LoseCAT / S&P 8.86% / 11.69% |
WinCAT / S&P 12.84% / 6.81% |
WinCAT / S&P 59.13% / 7.78% |
| 2023-Q33/3 |
WinCAT / S&P 11.50% / -3.27% |
WinCAT / S&P 17.59% / 7.52% |
WinCAT / S&P 28.36% / -5.03% |
| 2023-Q22/3 |
LoseCAT / S&P 8.10% / 8.74% |
WinCAT / S&P 19.88% / 9.50% |
WinCAT / S&P 28.77% / -8.57% |
| 2023-Q12/3 |
LoseCAT / S&P -4.02% / 7.50% |
WinCAT / S&P 17.14% / 10.77% |
WinCAT / S&P 13.60% / -15.69% |
| 2022-Q43/3 |
WinCAT / S&P 46.98% / 7.56% |
WinCAT / S&P 16.59% / 11.88% |
WinCAT / S&P 7.02% / -17.99% |
| 2022-Q32/3 |
LoseCAT / S&P -7.57% / -4.88% |
WinCAT / S&P 16.98% / 13.47% |
WinCAT / S&P 47.22% / -1.41% |
| 2022-Q22/3 |
LoseCAT / S&P -19.39% / -16.10% |
WinCAT / S&P 17.74% / 13.71% |
WinCAT / S&P 56.78% / 11.04% |
| 2022-Q13/3 |
WinCAT / S&P 8.30% / -4.60% |
WinCAT / S&P 22.50% / 15.97% |
WinCAT / S&P 90.87% / 42.23% |
| 2021-Q42/3 |
LoseCAT / S&P 8.29% / 11.03% |
WinCAT / S&P 22.09% / 15.00% |
WinCAT / S&P 116.88% / 96.40% |
| 2021-Q31/3 |
LoseCAT / S&P -11.32% / 0.58% |
WinCAT / S&P 10.88% / 10.77% |
LoseCAT / S&P 54.89% / 69.42% |
| 2021-Q20/3 |
LoseCAT / S&P -5.72% / 8.55% |
LoseCAT / S&P -1.38% / 6.58% |
LoseCAT / S&P 6.56% / 51.81% |
| 2021-Q11/3 |
WinCAT / S&P 28.06% / 6.17% |
LoseCAT / S&P -15.63% / -1.06% |
LoseCAT / S&P -34.04% / 7.39% |
| 2020-Q41/3 |
WinCAT / S&P 22.78% / 12.15% |
LoseCAT / S&P -22.40% / -3.72% |
LoseCAT / S&P -49.21% / -33.42% |
| 2020-Q31/3 |
WinCAT / S&P 18.79% / 8.93% |
LoseCAT / S&P -20.62% / -2.04% |
LoseCAT / S&P -42.84% / -27.10% |
| 2020-Q20/3 |
LoseCAT / S&P 10.01% / 20.54% |
LoseCAT / S&P -16.53% / -0.46% |
LoseCAT / S&P -30.64% / -27.11% |
| 2020-Q11/3 |
LoseCAT / S&P -20.87% / -19.60% |
LoseCAT / S&P -6.65% / 3.47% |
WinCAT / S&P -12.08% / -14.75% |
| 2019-Q42/3 |
WinCAT / S&P 17.84% / 9.07% |
LoseCAT / S&P 0.97% / 5.36% |
WinCAT / S&P 4.68% / 2.99% |
| 2019-Q32/3 |
LoseCAT / S&P -6.61% / 1.70% |
WinCAT / S&P 7.56% / 5.02% |
WinCAT / S&P 68.53% / 0.21% |
| 2019-Q22/3 |
LoseCAT / S&P 1.20% / 4.30% |
WinCAT / S&P 15.34% / 6.64% |
WinCAT / S&P 109.13% / 8.65% |
| 2019-Q12/3 |
LoseCAT / S&P 7.31% / 13.65% |
WinCAT / S&P 19.48% / 8.12% |
WinCAT / S&P 192.39% / 14.29% |
| 2018-Q42/3 |
LoseCAT / S&P -16.14% / -13.52% |
WinCAT / S&P 24.85% / 9.05% |
WinCAT / S&P 713.49% / 18.23% |
| 2018-Q33/3 |
WinCAT / S&P 13.09% / 7.71% |
WinCAT / S&P 29.89% / 10.21% |
WinCAT / S&P 331.72% / 19.06% |
| 2018-Q22/3 |
LoseCAT / S&P -7.48% / 3.43% |
WinCAT / S&P 30.23% / 9.03% |
WinCAT / S&P 3118.75% / 14.46% |
| 2018-Q11/3 |
LoseCAT / S&P -6.04% / -0.76% |
WinCAT / S&P 26.50% / 7.68% |
LoseCAT / S&P -1515.38% / 12.46% |
| 2017-Q42/3 |
WinCAT / S&P 27.11% / 6.64% |
WinCAT / S&P 19.30% / 7.03% |
LoseCAT / S&P -1150.00% / 13.82% |
| 2017-Q32/3 |
WinCAT / S&P 16.89% / 4.48% |
WinCAT / S&P 5.81% / 5.68% |
LoseCAT / S&P -17.14% / 17.57% |
| 2017-Q21/3 |
WinCAT / S&P 16.81% / 3.09% |
LoseCAT / S&P -4.90% / 4.83% |
LoseCAT / S&P -92.76% / 17.74% |
| 2017-Q10/3 |
LoseCAT / S&P 0.85% / 6.07% |
LoseCAT / S&P -11.82% / 3.67% |
LoseCAT / S&P -110.04% / 13.32% |
| 2016-Q41/3 |
WinCAT / S&P 5.39% / 3.82% |
LoseCAT / S&P -18.97% / 2.09% |
LoseCAT / S&P -102.88% / 7.05% |
| 2016-Q31/3 |
WinCAT / S&P 18.22% / 3.85% |
LoseCAT / S&P -21.39% / 0.20% |
LoseCAT / S&P -50.56% / -3.15% |
Dividend-reinvested, split-adjusted total return
1Y · 2025-08-29 to 2026-08-27
| Metric | CAT total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 96.72% | 20.78% |
| Annualized return | 96.72% | 20.78% |
5Y · 2021-09-01 to 2026-08-27
| Metric | CAT total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 328.14% | 83.14% |
| Annualized return | 33.76% | 12.86% |
10Y · 2016-09-01 to 2026-08-27
| Metric | CAT total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 1149.12% | 319.30% |
| Annualized return | 28.72% | 15.41% |
Calculation rules
- window
- Latest 40 completed benchmark quarters; unavailable issuer evidence remains visible and scores 0.
- return Basis
- Issuer adjusted close reinvests distributions and normalizes splits; the S&P 500 Total Return Index is the direct benchmark.
- point Rule
- Strict same-quarter win = 1. Loss, tie or unavailable evidence = 0. No partial or subjective points.
- frequency
- Quarter endpoints only.
- fundamentals
- Trailing-four-quarter issuer revenue and EPS growth use the issuer's normalized government-filed facts.
- non Scoring
Snapshot captured 2026-09-04.
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