Analysis for Caterpillar Inc.
Analysis summary
Caterpillar Inc. (CAT) currently has a total score of 85 points, placing it in the very strong range. The score is made up of Performance (95), Stability (63) and Trend (95). All three sub-scores are currently above average.
Performance scores 95 points (very strong). Key strength: 1Y return at 115.9 %. Even the weakest return is still strong in absolute terms: 3Y return at 210.0 %.
Stability scores 63 points (strong). Key strength: return/volatility ratio at 3.47. Main drag: volatility (365d, annualized) at 33.4 %. That implies elevated swings. Higher Stability points are better and typically reflect calmer swings and smaller drawdowns—but prices can still fall.
Trend scores 95 points (very strong). Key strength: Price is about 19.8 % above SMA50. Even the weakest metric remains solid in absolute terms: trend strength at 0.91.
Overall, the very strong total score is driven mainly by Trend and Performance; Stability is the biggest lever for improvement. On a metric level, return/volatility ratio stands out, while volatility (365d, annualized) is the main weak spot.
(Historical evaluation, not investment advice.)
Metrics
Performance
Stability
FAQ
- What investor type does Caterpillar Inc. fit best in FoxScore?
- Caterpillar Inc. fits a more opportunity-seeking investor type in FoxScore: performance is the strongest sub-score. That suggests above-average historical returns — but check stability to ensure the performance wasn’t “paid for” with high volatility or deep drawdowns.
- How meaningful is the available history for Caterpillar Inc.?
- Caterpillar Inc. currently has about 15 years of price history available. That covers multiple market cycles including crisis phases, making long-term interpretation of returns, drawdowns and trend shifts more reliable.
- What is FoxScore good for — and what is it not for?
- FoxScore is an analysis and comparison tool: it helps you sort assets quickly, compare profiles and spot strengths/weaknesses. It’s not a substitute for your own research or fundamental analysis, and it’s not a buy/sell recommendation.