Caterpillar Inc. (CAT)
From Farm Equipment to Power Grids: These 6 Stocks Are Riding India's Boom
India's infrastructure boom is creating opportunities for U.S. industrial companies with the scale and capabilities to serve the world's most populous nation.
Inflation Is Coming Back - Here's Where I'm Buying Pricing Power
I see a rising risk of a second inflation wave, with consensus underestimating persistent inflation above 3% through 2026. Leading indicators like the ISM Manufacturing Prices Index and commodity prices signal renewed inflationary pressures despite subdued official CPI data. My investment thesis favors energy royalties, critical materials, infrastructure, and luxury stocks with strong pricing power to offset inflation risks.
Should You Buy, Sell or Hold Caterpillar Stock Post Q4 Earnings?
CAT posts record Q4 revenues and backlog as volumes surge, but margin pressure and a premium valuation raise questions on what to do next.
Caterpillar Is Riding the Data Center Boom—But Is It Too Expensive Now?
Amid a strong year for the industrials sector, U.S. machinery giant Caterpillar NYSE: CAT was among the most notable standouts of 2025. Using the Industrial Select Sector SPDR Fund NYSEARCA: XLI as a proxy, the sector delivered a total return of around 19% last year.
The Big 3: CAT, TLT, XOM
@Theotrade's Don Kaufman is watching "manic" moves in stocks and leans bearish on today's Big 3 options trades. He calls Caterpillar (CAT) an "overcooked turkey" following its significant rally.
Is Trending Stock Caterpillar Inc. (CAT) a Buy Now?
Caterpillar (CAT) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Caterpillar Rewards Shareholders With $56 Billion Returns
Building on its recent January 2026 earnings report, where Caterpillar (CAT) posted a decisive beat with record full-year revenues of $67.6 billion and adjusted EPS of $19.06, the company continues to solidify its reputation as a powerhouse of shareholder value.
Top 5 Railroad Equipment & Railcar Leasing Stocks: Picks & Shovels of Logistics
The railroad industry is a logistics artery, but the companies supplying the equipment that moves freight are where the real money gets made.
Caterpillar Reports Growth From Data Center Demand
Caterpillar is reshaping how customers use its equipment as demand shifts toward data centers, autonomous operations and energy reliability. On its latest earnings call, held on Thursday (Jan. 29) the company described customers deploying machines, engines and services as long-lived infrastructure rather than short-cycle construction assets.
CAT Tops Q4 Earnings Estimates, Posts Record Revenues on Higher Volumes
Caterpillar beats Q4 EPS estimates as record $19.1B revenues on higher volumes end earnings declines, though tariffs and costs squeeze margins.
Caterpillar Inc. (CAT) Q4 2025 Earnings Call Transcript
Caterpillar Inc. (CAT) Q4 2025 Earnings Call Transcript
If You Don't Believe In Geo-Capex, Look At Caterpillar's Q4 Earnings
Caterpillar's earnings are hard evidence that geo-capex is real: volumes drove growth, backlog hit a record $51B (+71% YoY), and power & energy demand tied to data centers keeps accelerating. Services now exceed $24B, cash flows remain strong despite tariff headwinds, and Power & Energy profits surged +55% YoY, confirming Caterpillar's positioning at the center of the AI-infrastructure cycle. The problem is no longer the business, but the price.
