Dividend Aristocrats Performance Guide: Compare Returns of S&P 500 and Caterpillar (CAT)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for S&P 500 and CAT | ||
|---|---|---|
| S&P 500 | CAT | |
| Start Date | May-01-2014 | May-30-2014 |
| Start Price | $2,476.46 | $77.84 |
| End Date | May-01-2024 | May-17-2024 |
| End Price | $5,018.39 | $356.27 |
| Number Monthly Prices | 121 | 121 |
| Min Date | May-01-2014 | Jan-29-2016 |
| Min Price | $2,476.46 | $50.48 |
| Max Date | Apr-01-2024 | Mar-28-2024 |
| Max Price | $5,243.77 | $365.09 |
| Total Return | 102.64% | 357.70% |
| Annualized Return | 7.26% | 16.28% |
| Current Value of $1,000 Purchase | $2,026 | $4,577 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 30.31% | 92.80% |
| Minimum Return | -25.54% | -39.60% |
| Maximum Return | 111.74% | 623.25% |
| Number Profitable Returns | 6,506 | 6,381 |
| Percent Profitable Returns | 89.61% | 87.89% |
| Number Unprofitable Returns | 754 | 879 |
| Percent Unprofitable Returns | 10.39% | 12.11% |
| Profitable to Unprofitable Returns Ratio | 8.63 | 7.26 |
CAT Performance Table and Chart
CAT Dividend Chart
CAT Dollar-cost Average
CAT Trendline Chart
CAT Moving Average Chart
CAT Stock Return Map - See Patterns of Gains and Losses
CAT Stock Returns/Purchase Dates