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 decreasing.
  • The decline rate of the primary trend is 27.88% per annum.
  • CAT price at the close of March 31, 2025 was $329.80 and was inside the primary price channel.
  • The secondary trend is decreasing.
  • The decline rate of the secondary trend is 58.71% per annum.
  • CAT price at the close of March 31, 2025 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: September 26, 2024
End date: March 31, 2025

a = 7.4670

b = -0.0009

s = 0.0362

Annual growth rate:

Exp(365 × b) – 1
= Exp(365 × -0.0009) – 1
= -27.88%

Price channel spread:

Exp(4 × s) – 1
= Exp(4 × 0.0362) – 1
= 15.58%

September 26, 2024 calculations

Top border of price channel:

Exp(Y1,129)
= Exp(a + b × X1,129 + 2 × s)
= Exp(a + b × 1,639 + 2 × s)
= Exp(7.4670 + -0.0009 × 1,639 + 2 × 0.0362)
= Exp(6.0720)
= $433.53

Bottom border of price channel:

Exp(Y1,129)
= Exp(a + b × X1,129 – 2 × s)
= Exp(a + b × 1,639 – 2 × s)
= Exp(7.4670 + -0.0009 × 1,639 – 2 × 0.0362)
= Exp(5.9272)
= $375.09

March 31, 2025 calculations

Top border of price channel:

Exp(Y1,255)
= Exp(a + b × X1,255 + 2 × s)
= Exp(a + b × 1,825 + 2 × s)
= Exp(7.4670 + -0.0009 × 1,825 + 2 × 0.0362)
= Exp(5.9054)
= $367.03

Bottom border of price channel:

Exp(Y1,255)
= Exp(a + b × X1,255 – 2 × s)
= Exp(a + b × 1,825 – 2 × s)
= Exp(7.4670 + -0.0009 × 1,825 – 2 × 0.0362)
= Exp(5.7606)
= $317.55

Description

  • The primary trend is decreasing.
  • The decline rate of the primary trend is 27.88% per annum.
  • CAT price at the close of March 31, 2025 was $329.80 and was inside the primary price channel.

Secondary Trend

Start date: January 16, 2025
End date: March 31, 2025

a = 10.2039

b = -0.0024

s = 0.0295

Annual growth rate:

Exp(365 × b) – 1
= Exp(365 × -0.0024) – 1
= -58.71%

Price channel spread:

Exp(4 × s) – 1
= Exp(4 × 0.0295) – 1
= 12.52%

January 16, 2025 calculations

Top border of price channel:

Exp(Y1,205)
= Exp(a + b × X1,205 + 2 × s)
= Exp(a + b × 1,751 + 2 × s)
= Exp(10.2039 + -0.0024 × 1,751 + 2 × 0.0295)
= Exp(6.0199)
= $411.52

Bottom border of price channel:

Exp(Y1,205)
= Exp(a + b × X1,205 – 2 × s)
= Exp(a + b × 1,751 – 2 × s)
= Exp(10.2039 + -0.0024 × 1,751 – 2 × 0.0295)
= Exp(5.9019)
= $365.73

March 31, 2025 calculations

Top border of price channel:

Exp(Y1,255)
= Exp(a + b × X1,255 + 2 × s)
= Exp(a + b × 1,825 + 2 × s)
= Exp(10.2039 + -0.0024 × 1,825 + 2 × 0.0295)
= Exp(5.8405)
= $343.97

Bottom border of price channel:

Exp(Y1,255)
= Exp(a + b × X1,255 – 2 × s)
= Exp(a + b × 1,825 – 2 × s)
= Exp(10.2039 + -0.0024 × 1,825 – 2 × 0.0295)
= Exp(5.7226)
= $305.69

Description

  • The secondary trend is decreasing.
  • The decline rate of the secondary trend is 58.71% per annum.
  • CAT price at the close of March 31, 2025 was inside the secondary price channel.