As 10-Year Yields Close In on 5%, Piper Sandler Says Caterpillar and Industrials Are the New AI Winners

Craig Johnson sees the AI trade quietly abandoning its old leaders, and the bond market is the confession. Find out which industrial giant sits at the center of the rotation and what a move through 4.

24/7 Wall Street • 15 hours ago

Has Caterpillar (CAT) Outpaced Other Industrial Products Stocks This Year?

Here is how Caterpillar (CAT) and Gorman-Rupp (GRC) have performed compared to their sector so far this year.

Zacks Investment Research • 10 hours ago

5 Stocks to Buy as U.S. Manufacturing Stays on Growth Track

U.S. manufacturing stays on track, with lean inventories and solid production supporting Caterpillar, Kubota, Nordson and two other industrial stocks.

Zacks Investment Research • 14 hours ago

Caterpillar Gains 95% in a Year: Time to Buy, Sell or Hold the Stock?

CAT's record backlog, strong earnings and raised 2026 outlook support its rally, but a premium valuation warrants caution.

Zacks Investment Research • Sep 8, 2026

Caterpillar's Power Generation Backlog Just Hit $72 Billion. The Construction Cycle Barely Matters Anymore.

Caterpillar's stock has skyrocketed more than 90% in the last year. A large portion of the backlog is contracts extending multiple years.

The Motley Fool • Sep 7, 2026

Caterpillar vs. Corning: Which Stock Is a Better Buy in 2026?

Caterpillar dominates the global machinery market with a massive dealer network and significant cash flow generation. Corning is a leader in advanced materials science, benefiting from high demand in optical communications and mobile tech.

The Motley Fool • Sep 7, 2026

Caterpillar: The Industrial Machine That Just Won't Give Up

Caterpillar is experiencing unprecedented demand as data center power needs drive a shift from backup to prime power generation. CAT's backlog now covers more than 2.4x last year's revenues, with orders extending to 2030, providing exceptional revenue visibility. Gross margins rebounded strongly, with Power & Energy margins rising to 24.6% in Q2, supporting the case for further EPS upside.

Seeking Alpha • Sep 6, 2026

Caterpillar (CAT) Upgraded to Strong Buy: What Does It Mean for the Stock?

Caterpillar (CAT) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

Zacks Investment Research • Sep 4, 2026

Caterpillar: Power & Energy Makes This Pullback A Strong Buy

Caterpillar has fallen nearly 30% from its recent high, bringing the stock back toward a technical area where I believe the risk-reward has become attractive again. The market still values CAT largely as a cyclical industrial, but Power & Energy is becoming a much larger share of profits, with multi-year order visibility, stronger margins, and exposure. Services, connected assets, rental, and mining replacement demand are making CAT less dependent on the traditional construction cycle and could support a structurally higher valuation multiple.

Seeking Alpha • Sep 4, 2026

Caterpillar (CAT) Down 9.1% Since Last Earnings Report: Can It Rebound?

Caterpillar (CAT) reported earnings 30 days ago. What's next for the stock?

Zacks Investment Research • Sep 3, 2026