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CAT vs CVX

Comparison between Caterpillar Inc (CAT, Company) and Chevron Corp (CVX, Company).

CAT is from the Industrials sector, while CVX is from the Energy sector.

5-Year PerformanceCAT has outperformed CVX, delivering a return of +35.8% compared to +19.3%

CAT vs CVX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
CAT
$410B
CVX
$382B
Max Drawdown
CAT
74.51%
Winner
CVX
59.79%
Sharpe Ratio
Winner
CAT
2.12
CVX
1.27
5Y Beta
CAT
1.28
Winner
CVX
0.39
Industry
CAT
Farm & Heavy Construction Machinery
CVX
Oil & Gas Integrated
P/E Ratio
CAT
45.98
Winner
CVX
30.17
Forward P/E
CAT
36.36
Winner
CVX
13.28
PEG Ratio
CAT
2.09
Winner
CVX
0.79
Dividend Yield
CAT
0.70%
Winner
CVX
3.62%
5Y Dividends CAGR
Winner
CAT
12.80%
CVX
10.77%
5Y EPS CAGR
CAT
10.08%
Winner
CVX
33.45%
Debt to Equity
Winner
CAT
0.00%
CVX
3.17%
Free Cash Flow Yield
CAT
2.31%
Winner
CVX
8.18%
P/S Ratio
CAT
5.79
Winner
CVX
2.07
P/B Ratio
CAT
21.97
Winner
CVX
2.07

CAT vs CVX - Historical Returns

Returns include dividend reinvestment.

1M
CAT
-10.46%
Winner
CVX
+13.57%
3M
Winner
CAT
+7.18%
CVX
+6.08%
6M
Winner
CAT
+42.37%
CVX
+19.01%
1Y
Winner
CAT
+108.79%
CVX
+30.19%
5Y(CAGR)
Winner
CAT
+35.81%
CVX
+19.31%
10Y(CAGR)
Winner
CAT
+30.27%
CVX
+11.18%
Max(CAGR)
Winner
CAT
+16.79%
CVX
+9.57%

CAT vs CVX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCATCVX
2026+49.43%+27.27%
2025+61.64%+8.72%
2024+25.91%+1.02%
2023+26.33%-10.89%
2022+18.43%+55.94%
2021+15.88%+45.87%
2020+24.52%-26.53%
2019+20.13%+13.30%
2018-17.26%-11.47%
2017+72.68%+10.48%
2016+42.11%+38.35%
2015-23.29%-16.51%
2014+4.55%-6.41%
2013-0.88%+16.89%
2012-2.07%+1.30%
2011-1.99%+19.38%
2010+64.11%+19.73%
2009+26.79%+4.50%
2008-35.09%-18.43%
2007+20.81%+35.27%
2006+7.80%+28.53%
2005+23.77%+15.04%
2004+20.29%+26.30%
2003+78.20%+32.73%
2002-8.76%-23.00%
2001+16.19%+7.38%
2000+0.79%+4.12%
1999-13.86%-4.62%

CAT vs CVX Drawdown Comparison

The maximum drawdown for CAT was -73.44%, occurring on Mar 2, 2009. Recovery took 803 trading sessions.

The maximum drawdown for CVX was -55.77%, occurring on Mar 23, 2020. Recovery took 566 trading sessions.

The current CAT drawdown is -16.39%. The current CVX drawdown is -6.95%.

RankCATCVX
#1-73.44%
Jul 19, 2007 - Sep 24, 2010
-55.77%
Jul 24, 2019 - Oct 20, 2021
#2-45.64%
Nov 16, 1999 - May 16, 2001
-45.42%
Jul 24, 2014 - Sep 25, 2017
#3-44.63%
Jul 16, 2014 - Apr 25, 2017
-43.80%
May 20, 2008 - Jan 26, 2011
#4-43.36%
Jan 22, 2018 - Oct 12, 2020
-33.63%
Jun 4, 2001 - Mar 1, 2004
#5-42.54%
Mar 15, 2002 - Jun 16, 2003
-25.79%
Nov 17, 1999 - Mar 8, 2001
#6-38.61%
Apr 29, 2011 - Feb 3, 2012
-24.95%
Jun 8, 2022 - Oct 28, 2022
#7-34.06%
Nov 6, 2024 - Jul 17, 2025
-22.26%
Jan 26, 2023 - Jan 14, 2026
#8-31.77%
May 17, 2021 - Nov 22, 2022
-21.52%
Jan 12, 2018 - Jul 24, 2019
#9-31.17%
Feb 23, 2012 - Jul 3, 2014
-20.82%
Mar 27, 2026 - Jul 1, 2026
#10-27.32%
May 9, 2006 - Jun 13, 2007
-18.64%
Feb 28, 2005 - Aug 10, 2005
#11-25.31%
May 22, 2001 - Feb 25, 2002
-18.29%
Dec 28, 2007 - Apr 23, 2008
#12-21.80%
Jan 27, 2023 - Jul 18, 2023
-17.53%
Jul 21, 2011 - Oct 27, 2011
#13-21.28%
Aug 1, 2023 - Dec 19, 2023
-16.46%
Sep 29, 2005 - Jul 10, 2006
#14-18.68%
Jun 30, 2026 - Jul 20, 2026
-15.15%
Oct 28, 2011 - Jan 3, 2012
#15-17.31%
Jan 26, 2004 - Nov 3, 2004
-13.19%
Jul 13, 2007 - Sep 18, 2007

Correlation

Correlation between CAT and CVX is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (1999 - 2026)

CAT vs CVX dividend yield comparison.

YearCATCVX
20260.52%1.83%
20251.02%4.49%
20241.49%4.50%
20231.69%4.05%
20221.93%3.16%
20212.07%4.52%
20202.26%6.11%
20192.56%3.95%
20182.58%4.12%
20171.97%3.45%
20163.32%3.64%
20154.33%4.76%
20142.84%3.75%
20131.89%3.12%
20122.77%3.25%
20111.99%2.90%
20101.84%3.11%
20092.95%3.45%
20083.49%3.42%
20071.82%2.42%
20061.79%2.73%
20051.58%3.08%
20041.60%2.91%
20031.71%3.31%
20023.06%4.21%
20012.64%2.96%
20002.81%3.08%
19990.00%0.75%

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