UNH vs CAT
Comparison between Unitedhealth Group Inc (UNH, Company) and Caterpillar Inc (CAT, Company).
UNH is from the Healthcare sector, while CAT is from the Industrials sector.
5-Year PerformanceCAT has outperformed UNH, delivering a return of +35.8% compared to +1.9%
UNH vs CAT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
UNH vs CAT - Historical Returns
Returns include dividend reinvestment.
UNH vs CAT - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | UNH | CAT |
|---|---|---|
| 2026 | +26.75% | +49.43% |
| 2025 | -32.93% | +61.64% |
| 2024 | -4.74% | +25.91% |
| 2023 | +3.04% | +26.33% |
| 2022 | +6.92% | +18.43% |
| 2021 | +45.70% | +15.88% |
| 2020 | +21.82% | +24.52% |
| 2019 | +22.76% | +20.13% |
| 2018 | +14.16% | -17.26% |
| 2017 | +38.60% | +72.68% |
| 2016 | +39.81% | +42.11% |
| 2015 | +18.62% | -23.29% |
| 2014 | +37.79% | +4.55% |
| 2013 | +40.26% | -0.88% |
| 2012 | +6.88% | -2.07% |
| 2011 | +38.28% | -1.99% |
| 2010 | +15.90% | +64.11% |
| 2009 | +10.63% | +26.79% |
| 2008 | -52.98% | -35.09% |
| 2007 | +10.77% | +20.81% |
| 2006 | -12.91% | +7.80% |
| 2005 | +43.52% | +23.77% |
| 2004 | +49.17% | +20.29% |
| 2003 | +35.80% | +78.20% |
| 2002 | +18.62% | -8.76% |
| 2001 | +20.13% | +16.19% |
| 2000 | +128.51% | +0.79% |
| 1999 | +1.78% | -13.86% |
UNH vs CAT Drawdown Comparison
The maximum drawdown for UNH was -74.37%, occurring on Nov 20, 2008. Recovery took 1829 trading sessions.
The maximum drawdown for CAT was -73.44%, occurring on Mar 2, 2009. Recovery took 803 trading sessions.
The current UNH drawdown is -29.84%. The current CAT drawdown is -16.39%.
| Rank | UNH | CAT |
|---|---|---|
| #1 | -74.37% Dec 21, 2005 - Apr 2, 2013 | -73.44% Jul 19, 2007 - Sep 24, 2010 |
| #2 | -61.39% Nov 11, 2024 - Aug 1, 2025 | -45.64% Nov 16, 1999 - May 16, 2001 |
| #3 | -35.92% Feb 19, 2020 - May 29, 2020 | -44.63% Jul 16, 2014 - Apr 25, 2017 |
| #4 | -24.27% Feb 17, 2000 - Apr 10, 2000 | -43.36% Jan 22, 2018 - Oct 12, 2020 |
| #5 | -23.98% Dec 3, 2018 - Dec 12, 2019 | -42.54% Mar 15, 2002 - Jun 16, 2003 |
| #6 | -23.85% Oct 23, 2002 - Jun 11, 2003 | -38.61% Apr 29, 2011 - Feb 3, 2012 |
| #7 | -19.99% Nov 30, 2023 - Jul 16, 2024 | -34.06% Nov 6, 2024 - Jul 17, 2025 |
| #8 | -19.85% May 1, 2001 - Jul 18, 2001 | -31.77% May 17, 2021 - Nov 22, 2022 |
| #9 | -18.48% Oct 31, 2022 - Nov 30, 2023 | -31.17% Feb 23, 2012 - Jul 3, 2014 |
| #10 | -17.50% Dec 28, 2000 - Apr 25, 2001 | -27.32% May 9, 2006 - Jun 13, 2007 |
| #11 | -16.91% Apr 20, 2022 - Aug 15, 2022 | -25.31% May 22, 2001 - Feb 25, 2002 |
| #12 | -15.58% Jun 19, 2002 - Oct 16, 2002 | -21.80% Jan 27, 2023 - Jul 18, 2023 |
| #13 | -15.18% Nov 18, 1999 - Jan 7, 2000 | -21.28% Aug 1, 2023 - Dec 19, 2023 |
| #14 | -14.78% Jul 6, 2000 - Aug 11, 2000 | -18.68% Jun 30, 2026 - Jul 20, 2026 |
| #15 | -14.70% Jan 13, 2000 - Feb 17, 2000 | -17.31% Jan 26, 2004 - Nov 3, 2004 |
Correlation
Correlation between UNH and CAT is 0.71 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
UNH vs CAT dividend yield comparison.
| Year | UNH | CAT |
|---|---|---|
| 2026 | 1.08% | 0.52% |
| 2025 | 2.64% | 1.02% |
| 2024 | 1.62% | 1.49% |
| 2023 | 1.38% | 1.69% |
| 2022 | 1.21% | 1.93% |
| 2021 | 1.12% | 2.07% |
| 2020 | 1.38% | 2.26% |
| 2019 | 1.41% | 2.56% |
| 2018 | 1.38% | 2.58% |
| 2017 | 1.30% | 1.97% |
| 2016 | 1.48% | 3.32% |
| 2015 | 1.59% | 4.33% |
| 2014 | 1.39% | 2.84% |
| 2013 | 1.40% | 1.89% |
| 2012 | 1.47% | 2.77% |
| 2011 | 1.21% | 1.99% |
| 2010 | 1.12% | 1.84% |
| 2009 | 0.10% | 2.95% |
| 2008 | 0.23% | 3.49% |
| 2007 | 0.05% | 1.82% |
| 2006 | 0.06% | 1.79% |
| 2005 | 0.02% | 1.58% |
| 2004 | 0.03% | 1.60% |
| 2003 | 0.03% | 1.71% |
| 2002 | 0.04% | 3.06% |
| 2001 | 0.04% | 2.64% |
| 2000 | 0.02% | 2.81% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks