CAT vs MA
Comparison between Caterpillar Inc (CAT, Company) and Mastercard Incorporated - Class A (MA, Company).
CAT is from the Industrials sector, while MA is from the Financial Services sector.
5-Year PerformanceCAT has outperformed MA, delivering a return of +32.4% compared to +6.3%
CAT vs MA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
CAT vs MA - Historical Returns
Returns include dividend reinvestment.
CAT vs MA - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | CAT | MA |
|---|---|---|
| 2026 | +50.59% | -11.73% |
| 2025 | +61.64% | +9.90% |
| 2024 | +25.91% | +25.53% |
| 2023 | +26.33% | +23.73% |
| 2022 | +18.43% | -5.71% |
| 2021 | +15.88% | +2.72% |
| 2020 | +24.52% | +18.27% |
| 2019 | +20.13% | +58.25% |
| 2018 | -17.26% | +24.87% |
| 2017 | +72.68% | +44.68% |
| 2016 | +42.11% | +9.79% |
| 2015 | -23.29% | +14.44% |
| 2014 | +4.55% | +3.89% |
| 2013 | -0.88% | +64.32% |
| 2012 | -2.07% | +33.69% |
| 2011 | -1.99% | +69.18% |
| 2010 | +64.11% | -12.52% |
| 2009 | +26.79% | +71.51% |
| 2008 | -35.09% | -33.23% |
| 2007 | +20.81% | +124.14% |
| 2006 | +7.80% | +114.37% |
| 2005 | +23.77% | N/A |
| 2004 | +20.29% | N/A |
| 2003 | +78.20% | N/A |
| 2002 | -8.76% | N/A |
| 2001 | +16.19% | N/A |
| 2000 | +0.79% | N/A |
| 1999 | -13.86% | N/A |
CAT vs MA Drawdown Comparison
The maximum drawdown for CAT was -73.44%, occurring on Mar 2, 2009. Recovery took 803 trading sessions.
The maximum drawdown for MA was -62.66%, occurring on Jan 20, 2009. Recovery took 781 trading sessions.
The current CAT drawdown is -3.20%. The current MA drawdown is -16.90%.
| Rank | CAT | MA |
|---|---|---|
| #1 | -73.44% Jul 19, 2007 - Sep 24, 2010 | -62.66% Jun 2, 2008 - Jul 7, 2011 |
| #2 | -45.64% Nov 16, 1999 - May 16, 2001 | -41.00% Feb 19, 2020 - Aug 24, 2020 |
| #3 | -44.63% Jul 16, 2014 - Apr 25, 2017 | -28.25% Feb 2, 2022 - Jul 3, 2023 |
| #4 | -43.36% Jan 22, 2018 - Oct 12, 2020 | -23.96% Jul 16, 2007 - Oct 31, 2007 |
| #5 | -42.54% Mar 15, 2002 - Jun 16, 2003 | -22.40% Apr 28, 2021 - Feb 2, 2022 |
| #6 | -38.61% Apr 29, 2011 - Feb 3, 2012 | -21.86% Oct 1, 2018 - Feb 22, 2019 |
| #7 | -34.06% Nov 6, 2024 - Jul 17, 2025 | -21.71% Dec 13, 2007 - Mar 25, 2008 |
| #8 | -31.77% May 17, 2021 - Nov 22, 2022 | -21.07% Aug 28, 2020 - Feb 24, 2021 |
| #9 | -31.17% Feb 23, 2012 - Jul 3, 2014 | -20.38% Nov 6, 2015 - Sep 21, 2016 |
| #10 | -27.32% May 9, 2006 - Jun 13, 2007 | -18.92% Aug 22, 2025 - Mar 27, 2026 |
| #11 | -25.31% May 22, 2001 - Feb 25, 2002 | -18.46% Jan 9, 2014 - Nov 3, 2014 |
| #12 | -21.80% Jan 27, 2023 - Jul 18, 2023 | -16.73% Feb 28, 2025 - May 12, 2025 |
| #13 | -21.28% Aug 1, 2023 - Dec 19, 2023 | -14.38% Apr 27, 2012 - Sep 21, 2012 |
| #14 | -17.31% Jan 26, 2004 - Nov 3, 2004 | -13.74% Aug 3, 2011 - Sep 7, 2011 |
| #15 | -17.26% Sep 13, 2005 - Dec 16, 2005 | -13.09% Feb 8, 2007 - May 1, 2007 |
Correlation
Correlation between CAT and MA is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
CAT vs MA dividend yield comparison.
| Year | CAT | MA |
|---|---|---|
| 2026 | 0.34% | 0.35% |
| 2025 | 1.02% | 0.53% |
| 2024 | 1.49% | 0.50% |
| 2023 | 1.69% | 0.53% |
| 2022 | 1.93% | 0.56% |
| 2021 | 2.07% | 0.49% |
| 2020 | 2.26% | 0.45% |
| 2019 | 2.56% | 0.44% |
| 2018 | 2.58% | 0.53% |
| 2017 | 1.97% | 0.58% |
| 2016 | 3.32% | 0.74% |
| 2015 | 4.33% | 0.66% |
| 2014 | 2.84% | 0.51% |
| 2013 | 1.89% | 0.25% |
| 2012 | 2.77% | 0.21% |
| 2011 | 1.99% | 0.16% |
| 2010 | 1.84% | 0.27% |
| 2009 | 2.95% | 0.23% |
| 2008 | 3.49% | 0.42% |
| 2007 | 1.82% | 0.25% |
| 2006 | 1.79% | 0.09% |
| 2005 | 1.58% | 0.00% |
| 2004 | 1.60% | 0.00% |
| 2003 | 1.71% | 0.00% |
| 2002 | 3.06% | 0.00% |
| 2001 | 2.64% | 0.00% |
| 2000 | 2.81% | 0.00% |
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