Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

CAT Relative to the S&P 500

CAT Relative to the Sector

% of Revenue Generated in Each Quarter

% of Free Cash Flow Generated in Each Quarter

% of Net Income Generated in Each Quarter

Seasonal Chart Analysis

Analysis of the Caterpillar, Inc. (NYSE:CAT) seasonal charts above shows that a Buy Date of October 28 and a Sell Date of February 17 has resulted in a geometric average return of 5.15% above the benchmark rate of the S&P 500 Total Return Index over the past 20 years. This seasonal timeframe has shown positive results compared to the benchmark in 16 of those periods. This is a very good rate of success and the return slightly outperforms the relative buy-and-hold performance of the stock over the past 20 years by an average of 0.13% per year.

The seasonal timeframe is Inline with the period of seasonal strength for the Industrials sector, which runs from October 29 to May 10. The seasonal chart for the broad sector is available via the following link: Industrials Sector Seasonal Chart.

Caterpillar is an iconic manufacturer of heavy equipment, power solutions, and locomotives. It is currently the world’s largest manufacturer of heavy equipment with over 13% market share in 2021. The company is divided into four reportable segments: construction industries, resource industries, energy and transportation, and Caterpillar Financial Services. Its products are available through a dealer network that covers the globe with about 2,700 branches maintained by 160 dealers. Caterpillar Financial Services provides retail financing for machinery and engines to its customers, in addition to wholesale financing for dealers, which increases the likelihood of Caterpillar product sales.

To download CAT seasonal chart data, please log in or Subscribe.

Stocks mentioned in this post: CAT