CAT · News · 20260819N

Manufacturing and Capacity

CATERPILLAR INC · 2026-08-19 · Importance 40 · Surprise 42

Caterpillar’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 securing orders to executing and delivering them. Supply-chain bottlenecks were also cited as a risk to production and order fulfillment. The capacity issue is most relevant to the Power & Energy business rather than a broad-based manufacturing contraction.

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