Caterpillar: Three Growth Drivers Powering The Bull Case
Summary
Caterpillar is evolving from a cyclical industrial company to a quality compounder, driven by infrastructure investments...
Caterpillar is evolving from a cyclical industrial company to a quality compounder, driven by infrastructure investments, the energy transition, and data center growth. Construction Industries provides stability through multi-year infrastructure spending and data center build-outs, offsetting cyclical headwinds. Resource Industries and Energy & Transportation segments offer structural upside from rising commodity demand and data center backup power needs.