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Correlation Analysis

Microsoft Corp vs Caterpillar Inc.

MSFT vs CAT

+0.728

Strong positive

When one moves up, the other tends to follow.

MSFT logo

Microsoft Corp

MSFT

Microsoft develops and licenses consumer and enterprise software. It is known for its Windows operating systems and Office productivity suite. The company is organized into three equally sized broad segments: productivity and business processes (legacy Microsoft Office, cloud-based Office 365, Exchange, SharePoint, Skype, LinkedIn, Dynamics), intelligence cloud (infrastructure- and platform-as-a-service offerings Azure, Windows Server OS, SQL Server), and more personal computing (Windows Client, Xbox, Bing search, display advertising, and Surface laptops, tablets, and desktops).

Market cap 2.8T

CAT logo

Caterpillar Inc.

CAT

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.

Market cap 335.6B

Apr 9, 2021 — Apr 7, 2026Daily1,254 data pointsStockStockTechnologyIndustrials

Time Series

Relative Performance

Green: MSFTGray: CAT36 of 1,254 points (sampled)

Who Moves First

MSFT leads CAT by 6 days

MSFT tends to move before CAT.

After testing 13 timing shifts, the strongest relationship was +0.749 (they moved in the same direction).

Do They Crash Together?

Correlation by Market Regime

How these series behave when markets are rising, falling, or diverging. A correlation that holds in drawdowns is very different from one that only works in rallies.

Both Rising

+0.242

14 periods · Return correlation when both series rose

Both Falling

-0.078

9 periods · Return correlation when both series fell

Diverging

-0.856

12 periods · Return correlation when series moved apart

R-Squared

53.0%

Share of variance in one series explained by the other.

Trend Agreement

59.1%

How often both series moved in the same direction period-to-period.

Overlap Quality

1,254

Deep shared window — 1,254 usable pairs.

Significance

p < 0.001

95% CI: [0.701, 0.753]

Scatter

XY Regression

208.6250300350400450500549.3134200300400500600700800805Microsoft CorpCaterpillar Inc.Data pointsFit (r = 0.728)

Pipeline

Data quality details

Pipeline Summary

1,254 paired data points survived the daily window.

Raw input

1,254

1,254

Normalized

1,254

1,254

Prepared

1,254

1,254

Aligned

1,254

1,254

Invalid removed

0

A: 0 / B: 0

Duplicates removed

0

A: 0 / B: 0

Alignment drops

0

A: 0 / B: 0

Series A

MSFT logo

Microsoft Corp

MSFT

Market cap 2.8T

Stock · 1,254 raw → 1,254 prepared

Series B

CAT logo

Caterpillar Inc.

CAT

Market cap 335.6B

Stock · 1,254 raw → 1,254 prepared

Sign agreement

100.0%

How often both values share the same sign.

Zero crossings

46

Estimated crossover points between normalized spreads.

Slope

1.1245

Linear regression slope.

Intercept

-90.4480

Linear regression intercept.

Related Extremes

Highest and Lowest Correlated

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