Stock Price Trends

Caterpillar Inc (CAT)

Caterpillar Inc. (often shortened to CAT) is an American Fortune 100 corporation that designs, develops, engineers, manufactures, markets, and sells machinery, engines, financial products, and insurance to customers via a worldwide dealer network.

Stock Price Trends

Stock price trends estimated using linear regression.

Key facts

  • The primary trend is increasing.
  • The growth rate of the primary trend is 39.69% per annum.
  • CAT price at the close of November 20, 2024 was $381.50 and was inside the primary price channel.
  • The secondary trend is increasing.
  • The growth rate of the secondary trend is 20.22% per annum.
  • CAT price at the close of November 20, 2024 was inside the secondary price channel.

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: November 20, 2024

a = 4.2951

b = 0.0009

s = 0.0828

Annual growth rate:

Exp(365 × b) – 1
= Exp(365 × 0.0009) – 1
= 39.69%

Price channel spread:

Exp(4 × s) – 1
= Exp(4 × 0.0828) – 1
= 39.24%

June 16, 2022 calculations

Top border of price channel:

Exp(Y646)
= Exp(a + b × X646 + 2 × s)
= Exp(a + b × 938 + 2 × s)
= Exp(4.2951 + 0.0009 × 938 + 2 × 0.0828)
= Exp(5.3195)
= $204.28

Bottom border of price channel:

Exp(Y646)
= Exp(a + b × X646 – 2 × s)
= Exp(a + b × 938 – 2 × s)
= Exp(4.2951 + 0.0009 × 938 – 2 × 0.0828)
= Exp(4.9885)
= $146.72

November 20, 2024 calculations

Top border of price channel:

Exp(Y1,257)
= Exp(a + b × X1,257 + 2 × s)
= Exp(a + b × 1,826 + 2 × s)
= Exp(4.2951 + 0.0009 × 1,826 + 2 × 0.0828)
= Exp(6.1326)
= $460.64

Bottom border of price channel:

Exp(Y1,257)
= Exp(a + b × X1,257 – 2 × s)
= Exp(a + b × 1,826 – 2 × s)
= Exp(4.2951 + 0.0009 × 1,826 – 2 × 0.0828)
= Exp(5.8016)
= $330.83

Description

  • The primary trend is increasing.
  • The growth rate of the primary trend is 39.69% per annum.
  • CAT price at the close of November 20, 2024 was $381.50 and was inside the primary price channel.

Secondary Trend

Start date: February 5, 2024
End date: November 20, 2024

a = 5.0067

b = 0.0005

s = 0.0543

Annual growth rate:

Exp(365 × b) – 1
= Exp(365 × 0.0005) – 1
= 20.22%

Price channel spread:

Exp(4 × s) – 1
= Exp(4 × 0.0543) – 1
= 24.27%

February 5, 2024 calculations

Top border of price channel:

Exp(Y1,056)
= Exp(a + b × X1,056 + 2 × s)
= Exp(a + b × 1,537 + 2 × s)
= Exp(5.0067 + 0.0005 × 1,537 + 2 × 0.0543)
= Exp(5.8910)
= $361.75

Bottom border of price channel:

Exp(Y1,056)
= Exp(a + b × X1,056 – 2 × s)
= Exp(a + b × 1,537 – 2 × s)
= Exp(5.0067 + 0.0005 × 1,537 – 2 × 0.0543)
= Exp(5.6736)
= $291.09

November 20, 2024 calculations

Top border of price channel:

Exp(Y1,257)
= Exp(a + b × X1,257 + 2 × s)
= Exp(a + b × 1,826 + 2 × s)
= Exp(5.0067 + 0.0005 × 1,826 + 2 × 0.0543)
= Exp(6.0368)
= $418.54

Bottom border of price channel:

Exp(Y1,257)
= Exp(a + b × X1,257 – 2 × s)
= Exp(a + b × 1,826 – 2 × s)
= Exp(5.0067 + 0.0005 × 1,826 – 2 × 0.0543)
= Exp(5.8195)
= $336.79

Description

  • The secondary trend is increasing.
  • The growth rate of the secondary trend is 20.22% per annum.
  • CAT price at the close of November 20, 2024 was inside the secondary price channel.