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The demand from the AI build-out has helped diversify Caterpillar's business.

Caterpillar (CAT) stock returned 74% in the twelve months to September 23, 2026. A $10,000 holding at the start was worth about $17,350 at the end. The run turned out to be about customers buying more, led by power equipment for data centers. Caterpillar's own sales, though, were still falling when the run began. You would have needed a public sign that Caterpillar's demand was turning before its sales did.

Shares of Oracle fell in midday trading, while shares of power equipment providers Bloom Energy and GE Vernova also declined.

Caterpillar's net margin compressed while Honeywell trades at a steeper valuation discount, yet both face distinct cyclical and transformation risks.

Investing.com -- The pickup in U.S. business investment and manufacturing is more dependent on the artificial intelligence boom than many investors realize, according to UBS in a note on Thursday.

One generates $7.5B in free cash flow with a lower valuation multiple; the other is riding an AI boom but commands a premium price.

Caterpillar just hit $20 billion in quarterly sales for the first time ever, while Exxon pumped out $23.6 billion in operating cash flow. Both companies raised their dividends, but their very different balance sheets tell a story about which payout has genuine room to run.

Why Caterpillar stock is back in focus Caterpillar (CAT) is drawing fresh attention after reporting robust results, updating its 2026 outlook, and expanding its autonomous hauling technology with quarry operator Luck Stone in Virginia. Caterpillar’s recent autonomous hauling update and conference appearances arrive after a sharp pullback over the past quarter, with the 90 day share price return down 23.18%. Even so, the year to date share price return is 35.70% and the 1 year total...

Several stocks with a strong history of increasing payouts - Broadcom (AVGO), ExxonMobil (XOM), and Caterpillar (CAT) - are strong options for those looking to reap income.

CAT's record backlog, earnings growth and stronger 2026 outlook contrast with KMTUY's tariff costs and profit pressures.

Xerox shares jump 11.5% in three months as the Lexmark deal, stronger cash flow, debt reduction and a raised 2026 outlook improve its growth profile.

APOG's $71.8M Groglass acquisition expands its Performance Surfaces capabilities, product offerings and geographic footprint.

Key Stats for Caterpillar StockCurrent Price: $808. 99Target Price (Mid): ~$1,050Street Target: ~$980Potential Total Return: ~30%Annualized IRR: ~6% / yearWhat Happened?Caterpillar (CAT) supplies the engines and turbines increasingly running data centers as permanent power plants, not backup, and its CEO just told investors that the shift is the durable one.

For those interested in getting paid with some AI exposure, Broadcom (AVGO), Vertiv (VRT), and Caterpillar (CAT) all fit the criteria.

Natural gas ETFs face shifting winter demand as a Super El Nino could suppress heating needs and weigh on gas prices.

It's important not to panic over the impact of rising rates on industrial stocks, not least because they are likely to affect different stocks in varied ways.

Caterpillar is in an excellent position as hyperscalers rush to spend capital on their AI build-outs.

Oracle's AI spending spree needs power and cooling to match. Two industrial stocks are already cashing in on that demand.

Abrin Vasquez remotely pilots a Caterpillar dozer spreading trash across an Arizona landfill. Inside a cool, dimly lighted trailer where the quiet is broken mostly by the crackle of radio traffic, Abrin Vasquez drives a 40-ton bulldozer hundreds of yards away. Vasquez is remotely piloting a Caterpillar dozer spreading trash across the Marana Regional Landfill near Tucson, Ariz. He used to be out in the heat running the machine from the cab, a potentially dangerous job in the landfill’s rough, trash-filled terrain.

In mid-September 2026, Luck Stone announced it had expanded its collaboration with Caterpillar to roll out autonomous hauling technology to two additional Virginia quarries, building on a site where autonomous Cat trucks have already moved more than 3.50 billion tons without reported injuries. This expansion, including the first-ever deployment of Caterpillar’s autonomous haulage on Cat 775 trucks, highlights how the company is pairing automation with workforce skill development to address...

Caterpillar (CAT) delivered the biggest quarter in its history, with a $72 billion order book behind it—59% of which it expects to ship over the next twelve months. The stock has gained 82.8% on a price basis over the past twelve months against 15.6% for the S&P 500, and still sits about 25% below its 52-week high. Neither the record nor the backlog is the number to watch. That would be the roughly $2.2 billion of tariff costs, before the second-quarter recoveries, that Caterpillar expects to ca

Caterpillar just sent its self-driving trucks to two more quarries, but the autonomous milestone tells almost nothing about what is actually moving the stock. Understanding the real driver changes how you read the dip.

Coca-Cola and Caterpillar have both raised dividends for decades, but inside a Roth IRA the two stocks serve completely different investors, and picking the wrong one could cost you years of compounding.

EME, PWR and CAT are benefiting from the AI data center boom, with strong backlogs and growth plans.

Caterpillar, Komatsu and Terex have been highlighted in this Industry Outlook article.

Japanese stocks were higher in early trade after a fall in crude oil prices amid eased fears about Middle Eastern supplies.

In the closing of the recent trading day, Caterpillar (CAT) stood at $798.57, denoting a +2.02% move from the preceding trading day.

The main indexes finished higher Thursday thanks to easing bond yields and surging tech stocks.

Retirees chasing a simple $500 monthly check from VYM run straight into a gap between how yields are calculated and how cash actually lands in your account, and the math gets uncomfortable fast.

Generac's Amazon deal spotlighted an emerging growth lever as the rapid buildout of data centers offsets sluggish demand for home standby generators. The news also lifted several of Generac stock's electrical equipment and power management peers on Thursday.