Caterpillar Inc. (CAT) Growth of $10K (Lump Sum & DCA)CATCaterpillar Inc.NYSEIndustrials$810.79$-15.85 -1.92%Oct 1, 2026 close © 2026 WallStMonk. All rights reserved. v0.16.34Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$114,127+$104,127 · +1041.27%
Total invested$10,000
Annualised (CAGR)+27.61%
Max drawdown-40.94%
SIP · Monthly122 contributions
$100 every month
$60,104+$47,904 · +392.65%
Total invested$12,200
Money-weighted (XIRR)+30.08%
Max drawdown-30.67%
SIP · Biweekly261 contributions
$100 every two weeks
$128,717+$102,617 · +393.17%
Total invested$26,100
Money-weighted (XIRR)+30.18%
Max drawdown-31.79%
Best 12-month stretch+178.60%May 2025 → May 2026
Worst 12-month stretch-24.28%Mar 2019 → Mar 2020
Deepest drawdown-40.94%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$5,071on $10,000, trailing 10 years
Growth of your contributions
It would be worth$174,230after your settings in CAT
Profit+$152,030+684.82% on money in
Annualised return+28.22%Money-weighted (XIRR)
Deepest dip-34.36%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-0.39% | -15.70% | +13.47% | +64.32% | +47.23% p.a. | +35.40% p.a. | +27.61% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +5.75% | +75.03% | -16.86% | +19.12% | +26.32% | +15.95% | +18.60% | +25.95% | +25.01% | +66.98% | +36.32% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $10,878 | +$578 | +5.61% |
| 2017 | $11,500 | $20,809 | +$9,309 | +80.95% |
| 2018 | $12,800 | $18,483 | +$5,683 | +44.40% |
| 2019 | $14,000 | $23,366 | +$9,366 | +66.90% |
| 2020 | $15,200 | $31,149 | +$15,949 | +104.93% |
| 2021 | $16,400 | $37,301 | +$20,901 | +127.44% |
| 2022 | $17,600 | $45,647 | +$28,047 | +159.36% |
| 2023 | $18,800 | $58,959 | +$40,159 | +213.61% |
| 2024 | $20,100 | $75,081 | +$54,981 | +273.54% |
| 2025 | $21,300 | $127,137 | +$105,837 | +496.89% |
| 2026 (YTD) | $22,200 | $174,230 | +$152,030 | +684.82% |