Seasonal Evaluation for Caterpillar Inc. (CAT)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 65.00% | 50.00% | 60.00% | 70.00% |
| Median Return | 7.84% | -0.18% | 1.22% | 8.00% |
| Average Return | 7.93% | 7.68% | 8.34% | 12.30% |
| Maximum Gain | 27.39% | 18.17% | 55.36% | 46.00% |
| Gain Year | 2021 | 2009 | 2009 | 2022 |
| Maximum Loss | -37.41% | -20.29% | -30.64% | -25.05% |
| Loss Year | 2009 | 2012 | 2011 | 2008 |
| Based on the past 20 years (2006-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 67.50% | 55.00% | 57.50% | 65.00% |
| Median Return | 7.84% | 0.85% | 4.86% | 6.08% |
| Average Return | 9.96% | 8.03% | 7.82% | 10.28% |
| Maximum Gain | 46.00% | 55.36% | 27.39% | 55.36% |
| Gain Year | 2022 | 2009 | 2021 | 2009 |
| Maximum Loss | -37.41% | -30.64% | -37.41% | -30.64% |
| Loss Year | 2009 | 2011 | 2009 | 2011 |
| Based on the past 20 years (2006-2025) | ||||