Stock Analysis on Net

Caterpillar Inc. (NYSE:CAT)

Stock Price Trends


Summary

Key facts

  • The primary trend is increasing.
  • The growth rate of the primary trend is 39.64% per annum.
  • CAT price at the close of February 20, 2025 was $349.15 and was lower than the bottom border of the primary price channel by $10.04 (2.79%). This indicates a possible reversal in the primary trend direction.
  • The secondary trend is decreasing.
  • The decline rate of the secondary trend is 18.56% per annum.
  • CAT price at the close of February 20, 2025 was inside the secondary price channel.
  • The direction of the secondary trend is opposite to the direction of the primary trend. This indicates a possible reversal in the direction of the primary trend.

Linear Regression Model

Model equation:
Yi = α + β × Xi + εi

Top border of price channel:
Exp(Yi) = Exp(a + b × Xi + 2 × s)

Bottom border of price channel:
Exp(Yi) = Exp(a + b × Xi – 2 × s)

where:

i - observation number
Yi - natural logarithm of CAT price
Xi - time index, 1 day interval
σ - standard deviation of εi
a - estimator of α
b - estimator of β
s - estimator of σ
Exp() - calculates the exponent of e


Primary Trend

Start date: June 16, 2022
End date: December 17, 2024

a = 4.3767

b = 0.0009

s = 0.0817

Annual growth rate:

Exp(365 × b) – 1
= Exp(365 × 0.0009) – 1
= 39.64%

Price channel spread:

Exp(4 × s) – 1
= Exp(4 × 0.0817) – 1
= 38.67%

June 16, 2022 calculations

Top border of price channel:

Exp(Y585)
= Exp(a + b × X585 + 2 × s)
= Exp(a + b × 846 + 2 × s)
= Exp(4.3767 + 0.0009 × 846 + 2 × 0.0817)
= Exp(5.3142)
= $203.20

Bottom border of price channel:

Exp(Y585)
= Exp(a + b × X585 – 2 × s)
= Exp(a + b × 846 – 2 × s)
= Exp(4.3767 + 0.0009 × 846 – 2 × 0.0817)
= Exp(4.9873)
= $146.53

December 17, 2024 calculations

Top border of price channel:

Exp(Y1,214)
= Exp(a + b × X1,214 + 2 × s)
= Exp(a + b × 1,761 + 2 × s)
= Exp(4.3767 + 0.0009 × 1,761 + 2 × 0.0817)
= Exp(6.1513)
= $469.32

Bottom border of price channel:

Exp(Y1,214)
= Exp(a + b × X1,214 – 2 × s)
= Exp(a + b × 1,761 – 2 × s)
= Exp(4.3767 + 0.0009 × 1,761 – 2 × 0.0817)
= Exp(5.8244)
= $338.45

Description

  • The primary trend is increasing.
  • The growth rate of the primary trend is 39.64% per annum.
  • CAT price at the close of February 20, 2025 was $349.15 and was lower than the bottom border of the primary price channel by $10.04 (2.79%). This indicates a possible reversal in the primary trend direction.

Secondary Trend

Start date: September 26, 2024
End date: February 20, 2025

a = 6.9265

b = -0.0006

s = 0.0343

Annual growth rate:

Exp(365 × b) – 1
= Exp(365 × -0.0006) – 1
= -18.56%

Price channel spread:

Exp(4 × s) – 1
= Exp(4 × 0.0343) – 1
= 14.72%

September 26, 2024 calculations

Top border of price channel:

Exp(Y1,157)
= Exp(a + b × X1,157 + 2 × s)
= Exp(a + b × 1,679 + 2 × s)
= Exp(6.9265 + -0.0006 × 1,679 + 2 × 0.0343)
= Exp(6.0509)
= $424.49

Bottom border of price channel:

Exp(Y1,157)
= Exp(a + b × X1,157 – 2 × s)
= Exp(a + b × 1,679 – 2 × s)
= Exp(6.9265 + -0.0006 × 1,679 – 2 × 0.0343)
= Exp(5.9136)
= $370.03

February 20, 2025 calculations

Top border of price channel:

Exp(Y1,256)
= Exp(a + b × X1,256 + 2 × s)
= Exp(a + b × 1,826 + 2 × s)
= Exp(6.9265 + -0.0006 × 1,826 + 2 × 0.0343)
= Exp(5.9682)
= $390.81

Bottom border of price channel:

Exp(Y1,256)
= Exp(a + b × X1,256 – 2 × s)
= Exp(a + b × 1,826 – 2 × s)
= Exp(6.9265 + -0.0006 × 1,826 – 2 × 0.0343)
= Exp(5.8309)
= $340.67

Description

  • The secondary trend is decreasing.
  • The decline rate of the secondary trend is 18.56% per annum.
  • CAT price at the close of February 20, 2025 was inside the secondary price channel.
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