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CAT — 2 entries on this page, 0 of them a change of direction.

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Schwab NetworkPublished 2026-09-28

“Joe Tigay on Quiet VIX, Hyperscaler AI Spending & BRK/B, JPM, CAT Value”

$CATBullish

CAT is a robust AI infrastructure play that wins regardless of specific model outcomes, with added value from its turbine business for energy needs.

names like John Deere and Caterpillar are also among your interests. Yes, this is the type of investment in artificial intelligence infrastructure. Another name that doesn't matter who the ultimate winner will be in the AI modeling race, or the MBA race, or whatever the outcome may be.

I am also very excited about the other possibilities for Caterpillar, with its turbines, which will help on the energy side.

Watch the source06:39

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The Investor's PodcastPublished 2026-08-22

“CATL: The $280 Billion Company You've Never Heard Of | Bull vs. Bear w/Stig, Manish, & Ralph”

$CATNo side taken

CAT's investments are a competitive advantage play for vertical integration rather than financial returns; including their ~11B long-term equity investments at book value reduces the effective valuation multiple from 18x to 17x operating profit.

But what CAT is also doing is that they are adding superchargers to these swapping stations. So the same station can cater to both a battery swapping as well as fixed battery vehicles.

Yeah, I like I think the CAT's investment portfolio I think is more strategic than financial. It helps them to achieve vertical integration. It spans upstream mining companies to downstream automakers and power infrastructure player in the energy storage system.

Watch the source1:03:51

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