CAT added to the Russell Top 50 this week and absolutely smashes it today. Increased it's dividend this month and on track to beat the s&p 500 for the fifth year.

Congrats owners and believers who held through the December/January "ATH of 500". CAT hit another ATH today of $1073.

[https://finance.yahoo.com/markets/stocks/articles/caterpillar-cat-joins-russell-top-130809825.html](https://finance.yahoo.com/markets/stocks/articles/caterpillar-cat-joins-russell-top-130809825.html)

Raised it's dividend this month: [https://investors.caterpillar.com/news/news-details/2026/Caterpillar-Inc--Increases-Dividend/default.aspx](https://investors.caterpillar.com/news/news-details/2026/Caterpillar-Inc--Increases-Dividend/default.aspx)

On track to beat the s&p 500 for 5th year.

* **2025:** CAT returned roughly +60%, vastly outperforming the S&P 500’s +16.3%.
* **2024:** CAT gained +25%, outperforming the S&P 500’s +23.3% return.
* **2023:** CAT gained +26%, closely matching the S&P 500’s +24.2%.
* **2022:** CAT returned about +19%, crushing the broader market, which dropped -19.4%.

Over its entire life as a publicly traded company, Caterpillar has generated an annualized total return (price change plus dividends) of 16.3%, outperforming the broader market by about 6 percentage points.

[https://www.kiplinger.com/investing/1000-invested-cat-stock-worth-how-much-now](https://www.kiplinger.com/investing/1000-invested-cat-stock-worth-how-much-now)

Made a great deal with CVX and MSFT for a data center in Texas last week.

Chevron and Microsoft signed a 20-year agreement to power a massive, dedicated AI data center campus in West Texas, bypassing the wider electric grid. Caterpillar and GE Vernova are key equipment suppliers for this co-located power generation facility, utilizing abundant natural gas from the Permian Basin