Check historical price trends and seasonality for Caterpillar Inc. (CAT).
Caterpillar Inc. (CAT) average YTD return over the past 10 years is +26.00%.
Over the past 10 years, the return for the specified period (Feb 8 for 60 days) is +6.33%.
6 wins 2 losses with a win rate of 75.00%.
1) Overview:
Caterpillar Inc. (CAT) demonstrates a strong bullish tendency throughout the year, particularly in the latter half. The stock price tends to increase steadily from January, experiencing a significant surge starting in September and continuing through December. The most substantial gains typically occur near the end of the year, with an average increase of +26.7% by December 27 and +25.9% by December 31.
2) Buy-the-dip points:
While the overall trend is upward, there are minor pullback periods that could present buying opportunities. One such period appears around January 3, where the stock tends to dip by -0.9%. These dips are generally short-lived, as the stock quickly resumes its upward trajectory.
3) Summary:
Based on historical seasonality, a strategic approach to investing in Caterpillar (CAT) could involve capitalizing on short-term dips for entry points. Specifically, monitoring for potential pullbacks around January 3 may offer an opportunity to establish a position before the stock enters its typically strong bullish phase later in the year. Investors should be aware that seasonality is just one factor and should consider other market conditions and company-specific news.
| Year | Start Date | Start Price | End Date | End Price | Return | Rate (%) |
|---|---|---|---|---|---|---|
| 2024 | 2024-02-08 | 322.0000 | 2024-04-07 | 379.3000 | 57.3000 | 17.80 |
| 2023 | 2023-02-08 | 248.8700 | 2023-04-08 | 209.1700 | -39.7000 | -15.95 |
| 2022 | 2022-02-08 | 201.5000 | 2022-04-08 | 217.0300 | 15.5300 | 7.71 |
| 2021 | 2021-02-08 | 197.4500 | 2021-04-08 | 230.4800 | 33.0300 | 16.73 |
| 2019 | 2019-02-08 | 128.6000 | 2019-04-08 | 139.8200 | 11.2200 | 8.72 |
| 2018 | 2018-02-08 | 145.9900 | 2018-04-08 | 142.9900 | -3.0000 | -2.05 |
| 2017 | 2017-02-08 | 92.9100 | 2017-04-08 | 95.5200 | 2.6100 | 2.81 |
| 2016 | 2016-02-08 | 64.5800 | 2016-04-07 | 74.1700 | 9.5900 | 14.85 |
| Avg | 175.2375 | 186.0600 | 10.82 | 6.33 |
| Day \ Month | Jan Total +0.12% | Feb Total +0.95% | Mar Total +3.01% | Apr Total -0.95% | May Total +0.72% | Jun Total +1.49% | Jul Total +5.34% | Aug Total -0.26% | Sep Total +3.49% | Oct Total +2.83% | Nov Total +6.85% | Dec Total +2.35% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Avg +0.08% | 0.00% | +0.24% | +0.78% | -0.17% | -0.61% | +0.44% | -0.05% | -0.83% | +0.19% | -0.26% | +1.16% | +0.06% |
| 2 Avg +0.18% | -0.08% | -0.30% | +0.12% | +0.40% | +0.13% | +1.33% | +0.32% | -1.32% | +0.27% | +0.39% | +0.58% | +0.26% |
| 3 Avg -0.03% | -0.57% | -0.16% | +0.02% | -0.73% | +0.23% | +0.64% | -0.12% | +0.01% | -0.87% | +0.64% | +0.30% | +0.21% |
| 4 Avg +0.07% | +1.35% | +0.62% | +0.30% | -1.10% | -0.19% | +0.09% | 0.00% | -0.19% | +0.25% | +0.44% | -0.54% | -0.20% |
| 5 Avg +0.18% | +0.21% | +0.18% | +0.37% | +0.07% | +0.04% | +0.39% | -0.51% | +0.24% | +0.31% | -0.05% | +1.21% | -0.28% |
| 6 Avg +0.24% | +0.87% | +0.56% | +0.10% | -0.01% | -0.20% | +0.69% | -0.38% | +0.27% | -0.11% | +0.04% | +0.92% | +0.16% |
| 7 Avg +0.06% | -0.38% | -0.52% | +0.15% | -0.35% | +0.21% | +0.42% | +0.44% | +0.09% | +0.11% | +0.04% | +0.37% | +0.08% |
| 8 Avg +0.13% | +0.42% | -0.60% | +0.16% | +0.12% | +0.40% | +0.53% | +0.24% | +0.37% | +0.09% | -0.04% | -0.10% | +0.01% |
| 9 Avg -0.06% | -0.12% | +0.07% | -1.84% | +0.53% | -0.43% | -0.63% | +0.54% | -0.22% | +0.63% | +0.39% | +0.46% | -0.09% |
| 10 Avg +0.19% | +0.05% | +0.08% | -0.17% | +0.52% | +0.43% | -0.90% | +0.54% | +0.69% | +0.20% | -0.07% | +0.95% | -0.03% |
| 11 Avg +0.03% | -0.20% | -0.04% | -0.41% | +0.38% | -0.38% | -0.80% | -0.17% | +0.47% | +0.78% | +0.29% | +0.07% | +0.32% |
| 12 Avg +0.20% | +0.43% | +0.87% | -0.68% | +0.22% | -0.15% | +0.31% | +1.03% | -0.13% | +0.66% | +0.14% | -0.25% | -0.08% |
| 13 Avg +0.04% | +0.57% | +0.17% | +0.74% | -0.60% | -0.21% | -0.56% | +0.14% | +0.03% | -0.48% | +0.32% | -0.30% | +0.65% |
| 14 Avg +0.22% | +0.61% | -0.04% | +0.12% | +1.02% | +0.41% | -0.57% | +0.15% | -0.27% | +0.18% | +0.44% | +0.33% | +0.23% |
| 15 Avg +0.11% | -0.60% | +1.04% | +0.08% | -0.68% | +0.29% | +0.19% | +0.75% | -0.37% | -0.09% | +0.49% | +0.14% | +0.09% |
| 16 Avg +0.10% | +0.22% | +0.13% | -0.43% | +0.22% | -0.10% | +0.03% | +0.25% | +0.36% | +0.04% | +0.73% | -0.14% | -0.13% |
| 17 Avg +0.04% | -0.17% | -0.02% | +1.44% | +0.68% | +0.31% | -0.58% | -0.17% | -0.19% | +0.40% | -0.15% | -0.20% | -0.90% |
| 18 Avg 0.00% | +0.17% | -0.51% | -0.15% | +0.33% | +0.40% | +0.21% | -0.08% | -0.11% | +0.68% | -0.84% | -0.23% | +0.10% |
| 19 Avg -0.09% | -0.59% | +0.36% | -0.10% | -0.03% | -0.39% | -0.36% | -0.12% | -0.12% | +0.83% | -0.34% | -0.32% | +0.11% |
| 20 Avg -0.18% | -0.06% | -0.07% | -0.17% | -0.44% | -0.06% | +0.22% | -0.20% | -0.05% | -0.78% | -0.21% | -0.64% | +0.27% |
| 21 Avg -0.03% | +0.21% | -0.62% | +0.49% | -0.89% | +0.07% | -0.18% | +0.03% | +0.11% | -0.85% | +0.21% | +0.65% | +0.36% |
| 22 Avg -0.14% | -0.21% | +0.91% | -1.35% | -0.58% | -0.47% | -0.68% | -0.09% | +0.28% | +0.26% | -0.28% | +0.53% | +0.04% |
| 23 Avg -0.02% | +0.22% | -0.36% | -1.22% | +0.60% | +0.25% | -0.12% | +0.30% | +0.20% | -0.34% | -0.69% | +0.43% | +0.47% |
| 24 Avg +0.13% | +0.33% | -0.47% | +1.45% | -0.03% | +0.14% | -0.07% | -0.23% | +0.11% | +0.09% | +0.01% | +0.38% | -0.18% |
| 25 Avg +0.26% | +0.21% | +0.25% | +0.61% | -0.39% | +0.31% | -0.33% | +1.52% | +0.36% | -0.18% | +0.51% | +0.29% | 0.00% |
| 26 Avg +0.21% | +0.07% | -0.38% | +1.13% | +0.20% | +0.72% | +0.22% | +0.52% | -0.40% | +0.04% | -0.52% | -0.04% | +0.92% |
| 27 Avg +0.10% | -0.96% | -0.06% | -0.50% | +0.01% | +0.99% | +0.07% | +0.57% | +0.40% | +0.30% | +0.12% | -0.13% | +0.42% |
| 28 Avg +0.09% | -0.80% | -0.39% | -0.08% | +0.11% | -0.38% | +0.78% | -0.02% | +0.17% | +1.11% | +0.52% | +0.43% | -0.43% |
| 29 Avg +0.24% | +0.15% | - | +0.59% | +0.29% | -0.38% | +0.20% | +0.65% | +0.30% | -0.19% | +1.31% | -0.15% | -0.18% |
| 30 Avg +0.02% | -0.43% | - | +0.98% | -0.65% | -0.03% | +0.51% | -0.84% | -0.14% | -0.04% | +0.19% | +0.69% | -0.08% |
| 31 Avg -0.25% | -0.81% | - | +0.47% | - | -0.60% | - | +0.30% | -0.37% | - | -0.93% | - | +0.18% |
| Rank | Stock | Avg Return (%) | Wins | Losses |
|---|
