Caterpillar is a solid asset in the industry and always worth a look beyond the AI hype!
The infrastructure behind the infrastructure! Caterpillar provides not only construction machinery but also turbines, generators, and backup power solutions for data centers!
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Caterpillar (i)(CAT) is the industrial stock that can easily be overlooked in the AI noise, and that is exactly why it is so exciting for me. While the headlines belong to Nvidia, OpenAI, Oracle, and AMD, CAT has recovered significantly since the April low and is up about 39% for the year, well above the S&P 500’s increase of about 15%. Caterpillar is not a flash in the pan, but a rediscovery of a cyclical stock with tailwinds. Falling interest rates fuel hopes for a new construction boom, infrastructure programs are underway, and the AI...
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