Balance Labs

Dated answer · 2026-09-01

CAT or SOXX: which is the higher-quality business?

Same dated snapshot (2026-09-01): CAT scores 100/100 vs SOXX 100/100 on the rule-based Berkshire checklist (very high vs very high band). Quality grades the business only — the lower-quality name can still be the better deal at the right price.

Snapshot2026-09-01 · source: yahoo
CAT (Caterpillar)SOXX (Semis ETF)
Market / sectorus · Industrialsus · ETF
Price$817.00$515.40
Quality score100/100100/100
Engine signalLONG · 305 bars · uPnL +127.8%LONG · 308 bars · uPnL +137.7%
Total return+127.8%+137.7%

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Balance Labs Research Desk (2026-09-01). "CAT or SOXX: which is the higher-quality business?." balancelabs.app · https://balancelabs.app/stocks/compare/cat-vs-soxx/q/cat-or-soxx-higher-quality · CC BY 4.0

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← CAT vs SOXX · snapshot 2026-09-01 · not investment advice