CAT · Industrials
CATERPILLAR INC
Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window
News · 2026-09-23
- Order Backlog and Book-to-BillImportance 17 · Surprise 24Third-party reporting describes Caterpillar as having a record backlog of equipment orders. The backlog is presented as a differentiator versus Komatsu in the heavy-equipment market. No backlog value, order-growth…
News · 2026-09-22
- Manufacturing and CapacityImportance 40 · Surprise 42Lee County officials approved a $46 million tax-rebate package for Project Paragon, an unnamed company reportedly linked to Caterpillar. The proposed Sanford, North Carolina, project would involve approximately $1…
- Products and TechnologyImportance 23 · Surprise 24Caterpillar Chief Digital Officer Ogi Redzic was recognized by TIME for technology and data leadership. The company's Helios platform processes 700 billion records monthly and supports proactive maintenance and…
- AI Data StrategyImportance 23 · Surprise 24Caterpillar Chief Digital Officer Ogi Redzic was recognized by TIME in its 2026 Executives of the Year list for technology and data. The company’s Helios platform reportedly processes 700 billion records monthly.…
News · 2026-09-19
- Autonomous Equipment ExpansionImportance 31 · Surprise 42Luck Stone is expanding Caterpillar’s autonomous hauling technology from an 18-month pilot at Bull Run Quarry to two additional Virginia quarries. The deployment uses autonomous technology on Cat 775 trucks, marking…
- Power Generation and Data CentersImportance 20 · Surprise 24Caterpillar is supplying gas generators and turbines for data-center power needs. Demand is being driven by the pace of AI data-center construction, which is outstripping the availability of new grid connections. The…
- AI Data Center DemandImportance 20 · Surprise 24Caterpillar is supplying gas generators and turbines to power AI data centers. The reported demand is being driven by Oracle’s commitment of hundreds of billions of dollars to AI data centers. Caterpillar’s equipment…
News · 2026-09-18
- Products and TechnologyImportance 31 · Surprise 42Caterpillar is expanding its autonomous haul truck operations to two additional quarries. The company’s Power & Energy segment is identified as a primary driver of performance through sales of power-generation…
- Autonomous Equipment ExpansionImportance 31 · Surprise 42Caterpillar is expanding its autonomous haul-truck operations to two additional quarries. The deployment indicates continued customer adoption of Caterpillar’s autonomous mining-equipment technology beyond existing…
- Autonomous Equipment PartnershipImportance 31 · Surprise 42Caterpillar is expanding autonomous haul-truck operations to two additional quarries, according to third-party reporting on September 18, 2026. The report does not identify the quarry jurisdictions, customer names,…
- AI Data Center DemandImportance 17 · Surprise 24Caterpillar is identified as benefiting from the AI data center boom through its Power & Energy segment. The reporting cites strong backlogs and growth plans, with demand tied to power-generation equipment for data…
News · 2026-09-17
- Power Generation and Data CentersImportance 17 · Surprise 24Generac secured a long-term agreement to supply Amazon with backup generators for hyperscale data centers, including $2.4 billion of initial deliveries in 2027 and 2028 and potential qualifying payments of up to $8…
News · 2026-09-16
- Products and TechnologyImportance 31 · Surprise 42Caterpillar is expanding autonomous hauling operations at Luck Stone’s two Virginia quarries. The expansion builds on 3.5 million tons hauled at Luck Stone’s Bull Run quarry since November 2024. The deployment…
- Autonomous Equipment PartnershipImportance 31 · Surprise 42Caterpillar is expanding autonomous hauling at Luck Stone’s two Virginia quarries. The deployment builds on 3.5 million tons hauled autonomously at Luck Stone’s Bull Run quarry since November 2024. The expansion…
News · 2026-09-15
- Order Backlog and Book-to-BillImportance 50 · Surprise 24Caterpillar was reported to have a record $72 billion order backlog, indicating substantial forward demand for its equipment and power products. The backlog is being linked to demand from AI-related infrastructure,…
- Products and TechnologyImportance 31 · Surprise 42Caterpillar and aggregate producer Luck Stone are expanding autonomous haulage operations to two additional Virginia quarries after an 18-month pilot at Luck Stone’s Bull Run Quarry. The autonomous system has moved…
- Autonomous Equipment PartnershipImportance 31 · Surprise 42Caterpillar and Luck Stone are expanding an autonomous hauling system from Luck Stone’s Bull Run Quarry to two additional Virginia quarries. The 18-month pilot has autonomously moved more than 3.5 million tons of…
News · 2026-09-14
- Order Backlog and Book-to-BillImportance 64 · Surprise 42Caterpillar’s power-generation backlog was reported at approximately $72 billion. The backlog extends into 2029 and 2030, indicating multi-year commitments for power-generation equipment. The report characterized the…
- Power Generation and Data CentersImportance 22 · Surprise 32Caterpillar shares fell 4% on September 14 amid concerns that slower AI model development could weaken demand for data-center power infrastructure. The company’s power-generation segment reportedly has a $72 billion…
News · 2026-09-12
- Power Generation and Data CentersImportance 51 · Surprise 60At a Wells Fargo Securities event, Caterpillar Chairman and CEO Joe Creed said demand began 2026 strongly across the company’s three operating segments. He attributed support to power-generation activity,…
News · 2026-09-10
- Power Generation and Data CentersImportance 23 · Surprise 24Caterpillar reported a strong start to 2026 across its three operating segments. Data-center power demand was identified as a key expansion driver. Construction equipment sales and improving resource-industry orders…
- AI Data Center DemandImportance 23 · Surprise 24Caterpillar reported strong early-2026 demand across its three operating segments, with data-center power-generation activity serving as a key growth driver. The Construction Industries segment benefited from equipment…
News · 2026-09-08
- Power Generation and Data CentersImportance 82 · Surprise 82Third-party reporting describes unprecedented demand for Caterpillar power-generation equipment as AI data centers increase electricity requirements. Demand is reportedly shifting from backup-generation applications…
News · 2026-09-06
- Power Generation and Data CentersImportance 82 · Surprise 82Third-party reporting describes unprecedented demand for Caterpillar power-generation equipment as AI data centers increase electricity requirements. Demand is reportedly shifting from backup-generation applications…
News · 2026-09-05
- Power Generation and Data CentersImportance 82 · Surprise 82Third-party reporting describes unprecedented demand for Caterpillar power-generation equipment as AI data centers increase electricity requirements. Demand is reportedly shifting from backup-generation applications…
News · 2026-09-04
- Power Generation and Data CentersImportance 82 · Surprise 82Third-party reporting describes unprecedented demand for Caterpillar power-generation equipment as AI data centers increase electricity requirements. Demand is reportedly shifting from backup-generation applications…
News · 2026-09-03
- Power Generation and Data CentersImportance 82 · Surprise 82Third-party reporting describes unprecedented demand for Caterpillar power-generation equipment as AI data centers increase electricity requirements. Demand is reportedly shifting from backup-generation applications…
- AI-Powered Industrial RoboticsImportance 32 · Surprise 42Caterpillar is collaborating with FieldAI to apply physical AI, autonomy and robotics across industrial jobsites and manufacturing facilities. Initial use cases include autonomous inspections, digital twins, real-time…
News · 2026-09-02
- Power Generation and Data CentersImportance 82 · Surprise 82Third-party reporting describes unprecedented demand for Caterpillar power-generation equipment as AI data centers increase electricity requirements. Demand is reportedly shifting from backup-generation applications…
- Autonomous Equipment PartnershipImportance 32 · Surprise 42Caterpillar is collaborating with FieldAI to develop physical-AI, autonomy, and robotics applications for industrial jobsites and manufacturing facilities. Initial use cases include autonomous inspections, digital…
News · 2026-08-30
- Manufacturing and CapacityImportance 58 · Surprise 42The Lafayette Redevelopment Commission approved tax abatements supporting Caterpillar’s $890 million expansion of its Large Engine Center in Lafayette, Indiana. The project is intended to modernize operations and…
- Products and TechnologyImportance 23 · Surprise 24Caterpillar is applying experience from automating mining operations to help customers integrate artificial intelligence into everyday industrial workflows. The technology focus is on operational deployment and…
News · 2026-08-25
- Order Backlog and Book-to-BillImportance 34 · Surprise 42Caterpillar’s backlog reportedly reached record levels, supported by rising power-generation requirements from data centers and generative-AI infrastructure. The backlog indicates stronger forward demand than the…
News · 2026-08-24
- Guidance / OutlookImportance 85 · Surprise 76Caterpillar raised its 2026 sales and revenue outlook to mid-to-high teens growth. Management expects full-year adjusted operating margin to improve meaningfully from 2025. The reported outlook incorporates higher…
- Revenue Performance and MixImportance 59 · Surprise 48Caterpillar reported record second-quarter 2026 revenue of $20.54 billion. Revenue increased 23.7% year over year, exceeding the $616 million materiality threshold. The reported growth was driven by strong…
- Operating Margin DriversImportance 43 · Surprise 32Caterpillar’s second-quarter 2026 adjusted operating margin expanded 430 basis points year over year to 21.9%. Higher sales volumes and favorable pricing drove the margin improvement. Increased costs and tariffs…
- Workforce Development InvestmentImportance 34 · Surprise 42Caterpillar committed up to $10 million in Illinois as part of its five-year, $100 million Building the Future Workforce Initiative. The program targets modern manufacturing and industry technician roles across…
- End-Market Demand TrendsImportance 17 · Surprise 24Third-party reporting attributed Caterpillar’s record second-quarter 2026 performance to strong demand for heavy machinery. The report characterized demand as strong enough to reinforce Caterpillar’s market position.…
News · 2026-08-20
- Power Generation and Data CentersImportance 71 · Surprise 82Caterpillar is benefiting from strong demand for distributed power-generation equipment used by AI data centers. Power-generation sales increased 72%, and the segment reportedly has an order backlog extending years…
- Revenue Performance and MixImportance 69 · Surprise 64Caterpillar achieved record second-quarter revenue of $20.5 billion in 2026. Revenue growth was supported by construction, mining, and Power & Energy markets. Power generation sales increased 72%, materially shifting…
- Guidance / OutlookImportance 47 · Surprise 60The digest reports that Caterpillar raised its full-year guidance alongside Cummins. The forward outlook is supported by distributed-power demand from AI data centers and robust North American construction activity.…
- Construction End-Market DemandImportance 26 · Surprise 24North American construction demand was described as robust and contributed to strong activity for Caterpillar and Cummins. At the same time, some traditional construction segments face headwinds, indicating an uneven…
- Supply Chain Tariff ImpactImportance 17 · Surprise 24Third-party reporting states that Caterpillar benefited from tariff relief during the period. The reporting also identifies supply-chain bottlenecks as a risk to power-generation demand and the company’s ability to…
News · 2026-08-19
- Power Generation and Data CentersImportance 71 · Surprise 82Caterpillar is benefiting from strong demand for distributed power-generation equipment used by AI data centers. Power-generation sales increased 72%, and the segment reportedly has an order backlog extending years…
- Revenue Performance and MixImportance 69 · Surprise 64Caterpillar achieved record second-quarter revenue of $20.5 billion in 2026. Revenue growth was supported by construction, mining, and Power & Energy markets. Power generation sales increased 72%, materially shifting…
- Guidance / OutlookImportance 47 · Surprise 60The digest reports that Caterpillar raised its full-year guidance alongside Cummins. The forward outlook is supported by distributed-power demand from AI data centers and robust North American construction activity.…
- Manufacturing and CapacityImportance 40 · Surprise 42Caterpillar’s principal challenge in power generation is expanding production capacity to fulfill a multi-year data-center-related order backlog. Third-party reporting characterized the company’s focus as shifting from…
News · 2026-08-18
- Data Center Regulatory RiskImportance 37 · Surprise 42Pennsylvania enacted stringent data-center rules requiring developers to secure their own power, use clean energy, obtain community approval, and avoid non-disclosure agreements. Texas is auditing data-center projects,…
- Workforce Development InvestmentImportance 34 · Surprise 42Caterpillar pledged up to $3 million in Arkansas for workforce training tied to modern manufacturing and industry technician careers. The commitment is part of Caterpillar’s five-year, $100 million Building the Future…
- End-Market Demand TrendsImportance 26 · Surprise 24Caterpillar reportedly has a record order backlog, with strong demand supported by infrastructure, data-center, and mining activity. Equipment sales have benefited from favorable commodity prices and increased volume…
News · 2026-08-17
- Workforce Training InvestmentImportance 34 · Surprise 42Caterpillar announced an additional $3 million investment in Arkansas as part of its five-year, $100 million Building the Future Workforce Initiative. The funding will expand access to training for modern manufacturing…
News · 2026-08-16
- Order Backlog and Book-to-BillImportance 50 · Surprise 24Caterpillar was reported to have a record $72 billion backlog, signaling substantial forward demand for its equipment and related products. The backlog was cited in coverage of the company’s quarterly performance,…
- Capital Return ProgramImportance 40 · Surprise 42Caterpillar raised its quarterly dividend to $1.63 per share. The dividend increase was reported alongside quarterly revenue growth of 23.7% and EPS of $8.17. The digest does not state the prior dividend, effective…
- Revenue Performance and MixImportance 28 · Surprise 30Caterpillar reported quarterly revenue growth of 23.7% year over year. Quarterly EPS was $8.17, with earnings described as exceeding analyst expectations. The digest provides no segment or geographic revenue breakdown.
News · 2026-08-15
- Order Backlog and Book-to-BillImportance 64 · Surprise 42Caterpillar reportedly has a record $72 billion backlog, indicating substantial forward demand visibility across its equipment businesses. The backlog was cited as a key driver of investor interest following strong…
- Revenue Performance and MixImportance 52 · Surprise 30Caterpillar reported quarterly revenue of $20.54 billion, up 23.7% year over year. Quarterly EPS was $8.17, exceeding analyst estimates. The reported revenue growth was cited alongside strong quarterly results across…
- Guidance / OutlookImportance 47 · Surprise 60Third-party reporting says Caterpillar upgraded its 2026 outlook following quarterly results. The revised outlook was attributed to a record $72 billion order backlog, indicating substantial forward demand visibility.…
- Capital Return ProgramImportance 40 · Surprise 42Caterpillar increased its quarterly dividend to $1.63 per share. The dividend increase was reported in connection with quarterly revenue of $20.54 billion and EPS of $8.17. Third-party coverage identified the higher…
News · 2026-08-13
- Products and TechnologyImportance 31 · Surprise 42Caterpillar is applying industrial AI to data from 1.6 million connected assets, including construction equipment. The company is integrating this operational data with AI systems to generate recommendations on product…
- AI Data StrategyImportance 31 · Surprise 42Caterpillar is applying industrial AI to data from approximately 1.6 million connected assets, including construction equipment. The company is integrating this data into AI systems to generate product-performance…