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:       Threshold:           [ What are these scores? ]
Expectancy: 7.77%.   Win rate: 90.54%.   Sharpe Ratio: -12.935.   Maximum drawdown: -38.61% on 16 March 2020.
Mean CAGR: 113.49%. Time in market: 9643 days.   Hypothetical return: $1000 would be worth $8444.77 on 04 October 2024.
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 74 signal(s) occurring before 01 June 2024 for a 7.5% profit target: (90.54% * 8.71%) + (8.11% * 0.77%) - (1.35% * 13.26%) = 7.77%.
Wins: 67 Breakevens: 6 Losses: 1

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.

 

Double Seven Backtest Summary (Fixed Profits System)

This table summarises how profitable it would have been to have bought this stock at each Double Seven 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%.

Signal Date and Score Buy Signal Price Performance (mouseover for details)
5% 6% 7.5% 10% 20%
18 May 2026  bubble_chart   cards_starLOW    factoryLOW   Double Seven $ 878.64 schedule schedule schedule schedule schedule
06 April 2026  bubble_chart   cards_starLOW     Double Seven $ 718.99 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_boltelectric_bolt
03 March 2026  bubble_chart   cards_starLOW     Double Seven $ 725.22 select_check_box electric_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
30 January 2026  bubble_chart   cards_starLOW     Double Seven $ 656.50 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
29 December 2025  bubble_chart   cards_starMEDIUM     Double Seven $ 579.35 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_boltelectric_bolt
25 November 2025  bubble_chart   cards_starMEDIUM     Double Seven $ 565.60 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 select_check_box electric_boltelectric_bolt
23 October 2025  bubble_chart   cards_starMEDIUM     Double Seven $ 519.42 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
05 September 2025   cards_starMEDIUM     Double Seven $ 421.96 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_boltelectric_bolt
04 August 2025   cards_starLOW     Double Seven $ 432.28 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_boltelectric_bolt
04 February 2025  bubble_chart   cards_starLOW     Double Seven $ 365.80 select_check_box select_check_box select_check_box select_check_box electric_bolt select_check_box electric_bolt
03 January 2025  bubble_chart   cards_starLOW     Double Seven $ 362.69 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_bolt
02 December 2024  bubble_chart   cards_starLOW     Double Seven $ 404.98 select_check_box select_check_box select_check_box select_check_box select_check_box electric_bolt
28 October 2024  bubble_chart   cards_starLOW     Double Seven $ 389.50 select_check_box electric_boltelectric_boltelectric_bolt select_check_box select_check_box select_check_box select_check_box
24 September 2024  bubble_chart   cards_starLOW     Double Seven $ 382.96 select_check_box electric_bolt select_check_box electric_bolt select_check_box select_check_box select_check_box
23 August 2024  bubble_chart   cards_starLOW     Double Seven $ 346.69 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
22 July 2024  bubble_chart   cards_starLOW     Double Seven $ 347.94 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box
18 June 2024  bubble_chart   cards_starLOW     Double Seven $ 324.10 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_bolt
17 May 2024  bubble_chart   cards_starLOW     Double Seven $ 354.62 select_check_box select_check_box select_check_box select_check_box electric_bolt select_check_box
15 April 2024  bubble_chart   cards_starLOW     Double Seven $ 368.44 select_check_box select_check_box select_check_box select_check_box select_check_box
11 March 2024  bubble_chart   cards_starLOW     Double Seven $ 335.98 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 select_check_box electric_bolt
06 February 2024  bubble_chart   cards_starLOW     Double Seven $ 322.96 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt
05 January 2024  bubble_chart   cards_starLOW     Double Seven $ 286.28 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
04 December 2023  bubble_chart   cards_starLOW     Double Seven $ 253.00 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
31 October 2023  bubble_chart   cards_starLOW     Double Seven $ 225.81 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
29 September 2023  bubble_chart   cards_starLOW     Double Seven $ 273.36 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
28 August 2023  bubble_chart   cards_starLOW     Double Seven $ 271.48 select_check_box select_check_box select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt
25 July 2023  bubble_chart   cards_starLOW     Double Seven $ 258.54 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
23 June 2023  bubble_chart   cards_starLOW     Double Seven $ 231.02 select_check_box electric_boltelectric_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
22 May 2023  bubble_chart   cards_starLOW     Double Seven $ 211.13 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
18 April 2023  bubble_chart   cards_starLOW     Double Seven $ 225.38 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_boltelectric_bolt
17 March 2023  bubble_chart   cards_starLOW     Double Seven $ 216.20 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt
13 February 2023  bubble_chart   cards_starLOW     Double Seven $ 245.82 select_check_box select_check_box select_check_box electric_bolt select_check_box electric_bolt select_check_box
10 January 2023  bubble_chart   cards_starLOW     Double Seven $ 248.73 select_check_box electric_boltelectric_bolt select_check_box select_check_box select_check_box select_check_box
07 December 2022  bubble_chart   cards_starLOW     Double Seven $ 227.99 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_bolt
13 June 2022  bubble_chart   cards_starLOW     Double Seven $ 208.23 select_check_box select_check_box select_check_box select_check_box electric_bolt select_check_box electric_bolt
03 May 2022  bubble_chart   cards_starLOW     Double Seven $ 212.76 select_check_box electric_bolt select_check_box electric_bolt select_check_box select_check_box select_check_box electric_bolt
30 March 2022  bubble_chart   cards_starLOW     Double Seven $ 222.54 select_check_box electric_boltelectric_bolt select_check_box select_check_box select_check_box select_check_box
23 February 2022  bubble_chart   cards_starLOW     Double Seven $ 189.20 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
21 January 2022  bubble_chart   cards_starLOW     Double Seven $ 215.80 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box select_check_box
10 September 2021  bubble_chart   cards_starLOW     Double Seven $ 206.06 select_check_box select_check_box select_check_box electric_bolt select_check_box electric_bolt select_check_box
09 August 2021  bubble_chart   cards_starLOW     Double Seven $ 208.09 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box select_check_box select_check_box
06 July 2021  bubble_chart   cards_starLOW     Double Seven $ 215.46 select_check_box select_check_box select_check_box select_check_box select_check_box
01 June 2021  bubble_chart   cards_starLOW     Double Seven $ 243.38 select_check_box select_check_box select_check_box select_check_box select_check_box
27 April 2021  bubble_chart   cards_starLOW     Double Seven $ 230.32 select_check_box electric_boltelectric_bolt select_check_box electric_bolt select_check_box select_check_box select_check_box
26 March 2021  bubble_chart   cards_starLOW     Double Seven $ 227.92 select_check_box electric_bolt select_check_box electric_bolt select_check_box select_check_box select_check_box
22 February 2021   cards_starLOW     Double Seven $ 213.84 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt select_check_box
19 January 2021   cards_starLOW     Double Seven $ 194.18 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
15 December 2020   cards_starMEDIUM     Double Seven $ 180.84 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt select_check_box electric_boltelectric_bolt
09 November 2020   cards_starMEDIUM     Double Seven $ 172.42 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_boltelectric_bolt
06 October 2020   cards_starMEDIUM     Double Seven $ 152.76 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
04 September 2020   cards_starMEDIUM     Double Seven $ 148.44 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt
03 August 2020   cards_starMEDIUM     Double Seven $ 132.04 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 select_check_box electric_boltelectric_bolt
27 March 2020   cards_starHIGH     Double Seven $ 104.01 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_boltelectric_bolt
24 February 2020   cards_starMEDIUM     Double Seven $ 131.19 select_check_box select_check_box select_check_box select_check_box electric_bolt select_check_box electric_bolt
21 January 2020   cards_starLOW     Double Seven $ 145.24 select_check_box select_check_box select_check_box select_check_box select_check_box electric_bolt
17 December 2019   cards_starLOW     Double Seven $ 143.65 select_check_box select_check_box select_check_box select_check_box select_check_box
14 November 2019   cards_starMEDIUM     Double Seven $ 141.58 select_check_box select_check_box select_check_box select_check_box select_check_box
20 September 2019   cards_starMEDIUM     Double Seven $ 126.07 select_check_box electric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box
12 August 2019   cards_starMEDIUM     Double Seven $ 115.08 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
09 July 2019   cards_starMEDIUM     Double Seven $ 130.08 select_check_box select_check_box select_check_box electric_bolt select_check_box electric_bolt select_check_box
07 June 2019   cards_starMEDIUM     Double Seven $ 120.60 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_bolt
06 May 2019   cards_starMEDIUM     Double Seven $ 131.61 select_check_box select_check_box select_check_box select_check_box select_check_box
02 April 2019   cards_starMEDIUM     Double Seven $ 135.06 select_check_box select_check_box select_check_box select_check_box select_check_box
01 March 2019   cards_starMEDIUM     Double Seven $ 133.13 select_check_box select_check_box select_check_box select_check_box select_check_box
30 October 2018  bubble_chart   cards_starHIGH     Double Seven $ 110.82 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_boltelectric_bolt
28 September 2018  bubble_chart   cards_starMEDIUM     Double Seven $ 144.83 select_check_box select_check_box select_check_box select_check_box select_check_box
10 July 2018  bubble_chart   cards_starLOW     Double Seven $ 133.72 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box
08 June 2018  bubble_chart   cards_starLOW     Double Seven $ 147.26 select_check_box select_check_box select_check_box select_check_box select_check_box
07 May 2018  bubble_chart   cards_starLOW     Double Seven $ 140.87 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box select_check_box select_check_box
03 April 2018  bubble_chart   cards_starLOW     Double Seven $ 136.33 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt select_check_box electric_boltelectric_bolt select_check_box
02 March 2018  bubble_chart   cards_starLOW     Double Seven $ 138.99 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_bolt select_check_box select_check_box
29 January 2018  bubble_chart   cards_starLOW     Double Seven $ 154.35 disabled_by_default disabled_by_default disabled_by_default disabled_by_default disabled_by_default
12 December 2017   cards_starLOW     Double Seven $ 134.33 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
10 November 2017   cards_starLOW     Double Seven $ 127.15 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
14 August 2017   cards_starLOW     Double Seven $ 105.73 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
11 July 2017   cards_starMEDIUM     Double Seven $ 99.88 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_boltelectric_bolt
09 June 2017   cards_starMEDIUM     Double Seven $ 97.50 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
08 May 2017   cards_starMEDIUM     Double Seven $ 91.88 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt select_check_box electric_bolt
04 April 2017   cards_starMEDIUM     Double Seven $ 86.18 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
03 March 2017   cards_starMEDIUM     Double Seven $ 86.85 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
30 January 2017   cards_starMEDIUM     Double Seven $ 89.46 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
27 December 2016   LOW     Double Seven $ 85.87 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
22 November 2016   LOW     Double Seven $ 85.02 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
21 October 2016   LOW     Double Seven $ 78.22 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_bolt
19 September 2016   LOW     Double Seven $ 73.92 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 select_check_box electric_bolt
16 August 2016   LOW     Double Seven $ 75.92 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
15 July 2016   LOW     Double Seven $ 71.94 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
13 June 2016   LOW     Double Seven $ 67.36 select_check_box electric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt
10 May 2016   LOW     Double Seven $ 63.95 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt select_check_box electric_bolt
06 April 2016   LOW     Double Seven $ 66.62 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt
04 January 2016   LOW     Double Seven $ 58.85 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

 

The data for Caterpillar Inc (exchange: XNYS symbol: CAT) was last updated 14 Jun 2026 16:17. Data for this stock is available from 01 Dec 2015 - 08 Jun 2026.