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3-1 Month Momentum % is the total return of the stock from 3-month ago to 1-month ago. As of today (2026-07-16), Caterpillar's 3-1 Month Momentum % is 22.03%.
The industry rank for Caterpillar's 3-1 Month Momentum % or its related term are showing as below:
XSWX:CAT's 3-1 Month Momentum % is ranked better than 94.81% of 212
companies
in the Farm & Heavy Construction Machinery industry
Industry Median: -5.02
vs XSWX:CAT: 22.03
Momentum investing is a trading strategy in which investors buy securities that are rising and sell before the prices start to go back down. The 3-1 Month Momentum % measures the total return to a stock over the past three months, but ignores the previous month.
The reason why the most recent month’s return dropped related to the short-term reversal effect associated with momentum. There is an academic finding that short-term momentum actually has a reversal effect, whereby the previous winners (measured over the past months) do poorly the next month, while the previous losers do well the next month. In order to eliminate the short-term reversal effect, the previous month return was not included in this calculation.
Caterpillar 3-1 Month Momentum % Related Terms
XSWX:CAT vs DE, PCAR, CNH: 3-1 Month Momentum % Comparison
For the Farm & Heavy Construction Machinery subindustry, Caterpillar's 3-1 Month Momentum %, along with its competitors' market caps and 3-1 Month Momentum % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Caterpillar 3-1 Month Momentum % vs Farm & Heavy Construction Machinery Industry
For the Farm & Heavy Construction Machinery industry and Industrials sector, Caterpillar's 3-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where Caterpillar's 3-1 Month Momentum % falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Caterpillar (XSWX:CAT) has a 3-1 Month Momentum % of 22.03% as of Jul. 16, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Caterpillar and its competitors. According to the industry distribution chart, Caterpillar ranks #11 out of 212 companies in the Farm & Heavy Construction Machinery industry, placing it in the top 5.2%.
Is Caterpillar's 3-1 Month Momentum % too high?
Caterpillar's current 3-1 Month Momentum % is 22.03%. Based on the distribution chart, Caterpillar ranks #11 out of 212 companies in the Farm & Heavy Construction Machinery industry, which is in the top quartile — a strong position relative to peers. Overall, Caterpillar has a GF Score™ of 81/100, reflecting its overall financial health beyond just this single metric.
How does Caterpillar's 3-1 Month Momentum % compare to DE and PCAR?
According to the Farm & Heavy Construction Machinery industry distribution chart, Caterpillar ranks #11 out of 212 companies for 3-1 Month Momentum %. This places Caterpillar in the top 5% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-1 Month Momentum % for a Farm & Heavy Construction Machinery company?
A good 3-1 Month Momentum % depends on the Farm & Heavy Construction Machinery industry context. However, 3-1 Month Momentum % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-1 Month Momentum % mean?
A high 3-1 Month Momentum % can signal that a stock is expensive relative to its fundamentals. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Caterpillar and its competitors. Caterpillar's current 3-1 Month Momentum % is 22.03%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Caterpillar stock overvalued right now?
Caterpillar (XSWX:CAT) has a current 3-1 Month Momentum % of 22.03%. The stock's GF Value™ is CHF338.08, compared to a current price of CHF734.10 — trading 117.1% above its estimated fair value. The current 3-1 Month Momentum % is 22.03%. Caterpillar's overall GF Score™ is 81/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-1 Month Momentum % calculated?
3-1 Month Momentum % is calculated from a company's financial statements. For Caterpillar (XSWX:CAT), the current 3-1 Month Momentum % is 22.03% as of Jul. 16, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Caterpillar (XSWX:CAT) Overvalued in 2026?
Based on GuruFocus' analysis, Caterpillar stock appears to be overvalued.
The current stock price of CHF734.10 is trading 117.1% above its estimated GF Value™ of CHF338.08.
Key valuation signals for XSWX:CAT:
3-1 Month Momentum %: 22.03%
GF Value™: CHF338.08 vs. price of CHF734.10 (117.1% above fair value)
No single metric tells the full story. See the XSWX:CAT stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Caterpillar is the world's leading manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. Its reporting segments are construction, resource, energy, and transportation. Market share approaches 20% across many products. Caterpillar operates a captive finance subsidiary to facilitate sales. The firm has a global reach that is approximately evenly balanced between the US and the rest of the world. Construction skews more domestic, while the other divisions are more geographically diversified. An independent network of over 150 dealers operates approximately 2,800 facilities, giving Caterpillar reach into about 190 countries for sales and support services.
81GF Score
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3-1 Month Momentum % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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