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CAT vs GE

Comparison between Caterpillar Inc (CAT, Company) and General Electric Company (GE, Company).

Both CAT and GE are from the Industrials sector.

5-Year PerformanceGE has outperformed CAT, delivering a return of +42.6% compared to +35.0%

CAT vs GE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
CAT
$401B
GE
$396B
Max Drawdown
Winner
CAT
74.51%
GE
90.85%
Sharpe Ratio
Winner
CAT
1.85
GE
1.05
5Y Beta
CAT
1.31
Winner
GE
1.15
Industry
CAT
Farm & Heavy Construction Machinery
GE
Aerospace & Defense
P/E Ratio
Winner
CAT
38.03
GE
44.45
Forward P/E
Winner
CAT
33.33
GE
48.31
PEG Ratio
CAT
3.59
Winner
GE
2.42
Dividend Yield
Winner
CAT
0.73%
GE
0.44%
5Y Dividends CAGR
CAT
12.80%
Winner
GE
58.93%
5Y EPS CAGR
CAT
14.19%
GE
N/A
Debt to Equity
Winner
CAT
0.00%
GE
11.34%
Free Cash Flow Yield
Winner
CAT
2.67%
GE
2.48%
P/S Ratio
Winner
CAT
5.41
GE
7.81
P/B Ratio
Winner
CAT
20.11
GE
22.19

CAT vs GE - Historical Returns

Returns include dividend reinvestment.

1M
CAT
-11.48%
Winner
GE
-1.09%
3M
CAT
-7.37%
Winner
GE
+22.62%
6M
Winner
CAT
+18.45%
GE
+17.00%
1Y
Winner
CAT
+102.17%
GE
+38.26%
5Y(CAGR)
CAT
+35.00%
Winner
GE
+42.59%
10Y(CAGR)
Winner
CAT
+29.15%
GE
+10.80%
Max(CAGR)
Winner
CAT
+16.60%
GE
+4.63%

CAT vs GE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCATGE
2026+44.09%+17.09%
2025+61.64%+83.75%
2024+25.91%+67.04%
2023+26.33%+92.97%
2022+18.43%-12.56%
2021+15.88%+13.14%
2020+24.52%-9.00%
2019+20.13%+44.67%
2018-17.26%-56.70%
2017+72.68%-43.08%
2016+42.11%+6.09%
2015-23.29%+28.61%
2014+4.55%-4.90%
2013-0.88%+35.63%
2012-2.07%+18.27%
2011-1.99%+1.32%
2010+64.11%+21.70%
2009+26.79%-6.72%
2008-35.09%-53.59%
2007+20.81%+0.63%
2006+7.80%+8.36%
2005+23.77%-1.67%
2004+20.29%+20.14%
2003+78.20%+24.95%
2002-8.76%-39.03%
2001+16.19%-6.94%
2000+0.79%-3.02%
1999-13.86%+19.92%

CAT vs GE Drawdown Comparison

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

The maximum drawdown for GE was -85.52%, occurring on Mar 5, 2009. Recovery took 5949 trading sessions.

The current CAT drawdown is -19.37%. The current GE drawdown is -1.75%.

RankCATGE
#1-73.44%
Jul 19, 2007 - Sep 24, 2010
-85.52%
Aug 28, 2000 - Apr 23, 2024
#2-45.64%
Nov 16, 1999 - May 16, 2001
-21.55%
Dec 27, 1999 - Mar 23, 2000
#3-44.63%
Jul 16, 2014 - Apr 25, 2017
-21.36%
Mar 25, 2025 - May 8, 2025
#4-43.36%
Jan 22, 2018 - Oct 12, 2020
-20.85%
Mar 2, 2026 - Jun 16, 2026
#5-42.54%
Mar 15, 2002 - Jun 16, 2003
-17.65%
Oct 21, 2024 - Jan 23, 2025
#6-38.61%
Apr 29, 2011 - Feb 3, 2012
-11.90%
Apr 25, 2000 - Aug 9, 2000
#7-34.06%
Nov 6, 2024 - Jul 17, 2025
-10.70%
Jan 6, 2026 - Feb 18, 2026
#8-31.77%
May 17, 2021 - Nov 22, 2022
-10.58%
Mar 29, 2000 - Apr 25, 2000
#9-31.17%
Feb 23, 2012 - Jul 3, 2014
-10.03%
Jul 6, 2026 - Aug 5, 2026
#10-27.32%
May 9, 2006 - Jun 13, 2007
-9.76%
Oct 29, 2025 - Dec 22, 2025
#11-26.36%
Jun 30, 2026 - Jul 29, 2026
-8.75%
Feb 19, 2025 - Mar 24, 2025
#12-25.31%
May 22, 2001 - Feb 25, 2002
-7.93%
Jul 23, 2024 - Aug 29, 2024
#13-21.80%
Jan 27, 2023 - Jul 18, 2023
-7.83%
Nov 17, 1999 - Dec 8, 1999
#14-21.28%
Aug 1, 2023 - Dec 19, 2023
-7.80%
May 8, 2024 - Jul 23, 2024
#15-17.31%
Jan 26, 2004 - Nov 3, 2004
-7.78%
Jun 6, 2025 - Jun 30, 2025

Correlation

Correlation between CAT and GE is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72
-101

Dividend Comparison (1999 - 2026)

CAT vs GE dividend yield comparison.

YearCATGE
20260.54%0.25%
20251.02%0.47%
20241.49%0.67%
20231.69%0.25%
20221.93%0.38%
20212.07%0.34%
20202.26%0.37%
20192.56%4.12%
20182.58%4.89%
20171.97%4.81%
20163.32%2.94%
20154.33%2.95%
20142.84%3.52%
20131.89%2.82%
20122.77%3.33%
20111.99%3.41%
20101.84%2.52%
20092.95%4.03%
20083.49%7.65%
20071.82%3.10%
20061.79%2.77%
20051.58%2.60%
20041.60%2.25%
20031.71%2.49%
20023.06%3.00%
20012.64%1.65%
20002.81%1.19%
19990.00%0.26%

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