# Caterpillar Inc. (CAT) vs State Street SPDR S&P 500 ETF Trust (SPY) · total-return overlay

LOPJLB holding-return compare (5Y). Dividends and splits. Each path starts at 0% from the first adjusted close in the window.

Caterpillar Inc. (CAT) vs State Street SPDR S&P 500 ETF Trust (SPY) total return over 5Y: CAT +342.67%, SPY +85.53%. Regime CAT RECOVERY · SPY BULL. As of Sep 23, 2026. Research only.

- Interactive: https://www.lopjlb.com/vs/CAT/SPY
- API: `GET /bff/api/bigfive/compare-series?symbols=CAT%2CSPY&range=5y`

## Window

| Symbol | Window % | Worst drawdown | YTD |
|---|---:|---:|---:|
| CAT | +342.67% | -34.05% | +36.54% |
| SPY | +85.53% | -24.49% | +13.27% |

## Periods (calendar lookback)

| Symbol | 1Y | 2Y | 3Y | 5Y |
|---|---:|---:|---:|---:|
| CAT | +73.87% | +124.28% | +208.88% | +342.67% |
| SPY | +17.02% | +37.89% | +84.21% | +85.53% |

## Annual

| Year | CAT | SPY |
|---|---:|---:|
| YTD | +36.54% | +13.27% |
| 2025 | +61.65% | +18.01% |
| 2024 | +25.92% | +25.59% |
| 2023 | +26.34% | +26.73% |
| 2022 | +18.45% | -18.64% |
| 2021 | +3.95% | +7.68% |

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Research context only. Not personalized investment advice.