CAT · News · 20260914N
Order Backlog and Book-to-Bill
CATERPILLAR INC · 2026-09-14 · Importance 64 · Surprise 42 · In source text
Caterpillar’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 backlog as evidence that demand remains substantial despite concerns about a potential slowdown in AI infrastructure development.
Key facts
- Caterpillar has a $72 billion backlog for its power generation segment extending into 2029 and 2030. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | committed | +297.9% | Caterpillar has a $72 billion backlog for its power generation segment extending into 2029 and 2030. |