Caterpillar Inc (CAT) Daily/Weekly Backtest Results military_tech

Signal:                
                   
              [ What are these? | Switch to CAT's monthly backtests ]
Fixed profit target:               -or-  
Show signal scores:       Scores:           Market sector score:       [ What are these scores? ]
Expectancy: 9.59%.   Win rate: 100%.   Sharpe Ratio: 4.685.   Maximum drawdown: -15.97% on 16 March 2020.
Mean CAGR: 248.74%. Time in market: 126 days.   Hypothetical return: $1000 would be worth $1579.39 on 10 October 2022.
Key: change_history : profitable trade change_history : breakeven trade (minimal loss after 2 years) change_history : losing trade (not profitable in a 2 year timeframe)


*Transaction costs, taxes and dividends are excluded from these calculations. Past performance may not necessarily be a reliable guide to future performance.

Calculations for Caterpillar Inc

Expectancy is the percentage profit or loss you would expect to make on the next purchase of this stock with an entry point at the specified signal and profit target as set above. Given a large enough sample size, a positive expectancy indicates the trading strategy is likely to be profitable.

Expectancy calculation for 5 signal(s) occurring before 05 August 2024 for a 7.5% profit target: (100% * 9.59%) + (0% * 0%) - (0% * 0%) = 9.59%.
Wins: 5 Breakevens: 0 Losses: 0

To even out CAGR calculations, large individual returns from particularly quick trades have been capped at 300%.

The Sharpe Ratio calculation assumes a risk free return rate of 2% per calendar year. Ideally the ratio should be a positive number. A higher positive number indicates the strategy has a more attractive risk adjusted rate of return for this particular buy signal and stock over the chart's timeframe.

Caterpillar Inc Analysis

Market sector: Industrials.

External links: Seeking Alpha Research, Zacks Research.

These links may show useful information about why a stock's price has fallen significantly.

Most Recent Buy Signals
Date Signal Type Scores Performance
Signal Sector WR Speed Risk Overall 5% 6% 7.5%
05 August 2026  bubble_chart Gap Up 87 63 100 88 73 85 schedule schedule schedule
03 August 2026  bubble_chart Gap Up 82 63 100 88 73 82 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt
29 July 2026  bubble_chart Williams %R (Weekly) 74 72 100 88 73 81 schedule schedule schedule
28 July 2026  bubble_chart 50 Day Low 63 73 100 88 73 74 schedule schedule schedule
21 July 2026  bubble_chart Mega Dump Lite 70 54 100 88 75 72 schedule schedule schedule
07 July 2026  bubble_chart Gap Down 82 74 100 88 76 86 schedule schedule schedule
22 June 2026  bubble_chart Double Seven 70 47 100 88 75 69 schedule schedule schedule
05 June 2026  bubble_chart Gap Down 56 71 100 88 76 68 schedule schedule schedule
26 May 2026  bubble_chart Oversold Rebound 41 77 100 88 75 60 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt
18 May 2026  bubble_chart Double Seven 56 78 100 85 75 70 schedule schedule schedule

52 Week Low Backtest Summary (Fixed Profits System)

This table summarises how profitable it would have been to have bought this stock at each 52 week low entry signal. Hover over the icons to see more details of the particular trade, including the maximum percentage drawdown and how long it took to reach the desired percentage profit.

Key:   disabled_by_default = profit point not achieved. select_check_box = profit point achieved with CAGR above 15%.
select_check_box = profit point achieved with CAGR of between 5% and 15%. select_check_box = profit point achieved but CAGR was less than 5%.

Date Buy Signal Price Scores Performance (mouseover for details)
Signal Sector WR Speed Risk Overall 5% 6% 7.5% 10% 20%
03 April 2025  bubble_chart 52 Week Low $ 312.72 84 77 97 74 74 87 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt
23 September 2022  bubble_chart 52 Week Low $ 166.45 97 95 92 83 66 100 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt
23 June 2022  bubble_chart 52 Week Low $ 182.62 99 92 92 83 64 100 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt
23 February 2022  bubble_chart 52 Week Low $ 189.20 86 85 91 94 74 93 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_bolt
09 March 2020 52 Week Low $ 107.58 75 83 100 91 92 84 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt
23 October 2018  bubble_chart 52 Week Low $ 114.26 91 81 100 93 91 93 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_bolt

 

The data for Caterpillar Inc (exchange: XNYS symbol: CAT) was last updated 13 Aug 2026 07:30. Data for this stock is available from 01 Dec 2015 - 12 Aug 2026.