CATCaterpillar

Ranked by relevance and recency.

• 🔥🔥🔥#1Impact2.49%bullishDirectCaterpillar's Power Generation Backlog Just Hit $72 Billion. The Construction Cycle Barely Matters Anymore.31d ago

  $72B power-gen backlog turns Energy & Transportation into the new growth engine, though the stock's ~18% average quarterly beat already prices in much of the strength; incremental value is order visibility

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  Also named: CMI · GEV · GNRC · VRT · ETN

• 🔥🔥#2Impact1.4%bullishDirectCaterpillar's Power Generation Business Is Nearly as Big as Its Construction Segment. Here's What That Shift Means for the Stock's Multiple40d ago

  Power generation (driven by data center backup/prime power demand) now rivals the construction segment in size, giving CAT a more balanced, higher-growth revenue mix (quarterly revenue +24% YoY) that could support a higher multiple, though the trend is already well known, limiting fresh upside

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  Also named: CMI · GNRC · VRT · ETN

• 🔥#3Impact1.38%bullishDirectOracle Has Committed Hundreds of Billions to AI Data Centers. These 2 Industrial Stocks Will Power Them.19d ago

  Backup gensets and energy systems gain from data-center demand, but this is a small slice of Caterpillar's vast revenue base and its 18% average beat means the upside is largely priced in.

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  Also named: VRT · ETN · NVT · GNRC · ORCL

• #4Impact0.55%bearishDirectSpaceX Logs NASA Launch Success, Jumps Into Gas Turbine Business38d ago

  Caterpillar's Solar Turbines industrial gas turbine unit faces potential share dilution risk from SpaceX's new business line

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  Also named: SPCX · RKLB · BA · GEV · TSLA