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Nauman Khan

FORGOTTEN HISTORY: Cat stock alert caterpillars ai infrastructure boom is just getting started - The Untold Story

CAT Caterpillar JUST

Caterpillar (CAT) just gave investors another reason to take its AI infrastructure story seriously. The industrial giant delivered a record second quarter, with revenue topping $20 billion for the first time as demand for construction equipment and power-generation products surged. Data centers are becoming a meaningful part of that growth story.

Caterpillar reported revenue growth of 24% year-over-year (YoY), while adjusted earnings reached $8.17 per share. That was far above Wall Street expectations. The company also raised its full-year sales growth outlook to the mid-to-high teens.

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