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