Observatory · observe first

Follow the allocation change

Matched S&P 500 members → sector → industry → sub-industry → company. Each step uses the same percentage points.

Historical time machine
Historical observation
20182026
Universe›Industrials›Construction Machinery & Heavy Transportation Equipment›Construction Machinery & Heavy Transportation Equipment

1 · Sector

Weight and 12M allocation change

Consumer Discretionary11.3%+4.18 ppEnergy3.7%+0.58 ppIndustrials10.3%+0.07 ppUtilities3.2%+0.05 ppMaterials3.2%+0.02 ppReal Estate3.2%+0.00 ppHealth Care16.6%-0.02 ppConsumer Staples7.5%-0.07 ppCommunication Services3.3%-0.59 ppFinancials12.6%-0.72 ppInformation Technology25.1%-3.51 pp

2 · Industry

Inside Industrials

Construction Machinery & Heavy Transportation Equipment0.75%+0.17 ppRail Transportation0.85%-0.17 ppIndustrial Conglomerates0.77%-0.10 ppAir Freight & Logistics0.70%-0.09 ppIndustrial Machinery & Supplies & Components1.16%+0.07 ppAgricultural & Farm Machinery0.44%+0.05 ppHeavy Electrical Equipment0.03%-0.04 ppDiversified Support Services0.14%+0.04 ppTrading Companies & Distributors0.17%+0.03 ppAerospace & Defense2.51%+0.03 ppElectrical Components & Equipment0.64%+0.03 ppConstruction & Engineering0.13%+0.03 ppEnvironmental & Facilities Services0.42%+0.02 ppHuman Resource & Employment Services0.46%+0.01 ppPassenger Airlines0.22%-0.01 ppResearch & Consulting Services0.18%-0.01 ppBuilding Products0.53%+0.01 ppCargo Ground Transportation0.13%-0.00 ppData Processing & Outsourced Services0.06%-0.00 ppPassenger Ground Transportation0.00%+0.00 pp

3 · Sub-industry

Inside Construction Machinery & Heavy Transportation Equipment

Construction Machinery & Heavy Transportation Equipment0.75%+0.171 pp
Concentrated

Most of this industry's gains came from a few companies.

View all contributions →
Construction Machinery & Heavy Transportation Equipment · weight
0.75%
Industry change · 12M
+0.17 pp
Construction Machinery & Heavy Transportation Equipment · contribution
+0.171 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Feb 2023 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Caterpillar Inc. →
CAT
United States$123.7bn0.435%+0.017 pp+0.086 pp+30.7%Yes
Paccar →
PCAR
United States$37.7bn0.133%+0.049 pp+0.059 pp+23.1%Yes
Cummins →
CMI
United States$34.4bn0.121%+0.001 pp+0.020 pp+22.3%Yes
Wabtec →
WAB
United States$18.8bn0.066%+0.004 pp+0.006 pp+13.1%Yes

Company contributions use weights among matched S&P 500 members and add through each level without rescaling. Companies without matched shares and prices are omitted. These observations do not establish official index weights or actual fund flows.