If you had invested $1,000 in Caterpillar Inc (CAT)
10 years ago (Mon, Nov 7, 2016), $1,000 in CAT grew to $8,249 by Fri, Nov 6, 2026 with dividends reinvested ($6,670 on price alone). The same $1,000 in SPY grew to $4,042. Along the way CAT fell as much as -47.8% from a high. Past results do not tell you what happens next.
| Invested | CAT, dividends reinvested | Per year | Worst fall | SPY | SPY per year |
|---|---|---|---|---|---|
| 1 year ago | $989 | -1.1% | -47.8% | $1,109 | +10.9% |
| 3 years ago | $2,439 | +34.6% | -47.8% | $1,750 | +20.5% |
| 5 years ago | $2,833 | +23.2% | -47.8% | $1,677 | +10.9% |
| 10 years ago | $8,249 | +23.5% | -47.8% | $4,042 | +15.0% |
Today: model fair value $543.03 against a $558.63 price (gap -2.8%).