HardHat

$CAT is not a digger company anymore... They're literally powering AI. Most people have no idea that Caterpillar owns Solar Turbines - one of the biggest gas turbine manufacturers on the planet, Over 17,000 turbines operating across 100 countries. And right now every data centre being built needs power that the grid can't provide... So what do they do? They go to $CAT. Just look at the deals this year... 2GW of natural gas generators for the Monarch Compute Campus in West Virginia - One of the biggest AI data centre projects in America, Deliveries starting September this year. 2.1GW deal with ProPetro's power division - Five year agreement. A 500MW prime power project with OnePWR launching this year. A gigawatt-scale AI campus in Utah. They're more than doubling their gas turbine manufacturing capacity... More than doubling their large engine capacity... Their engine manufacturing capacity for data centres is up 125% since 2023... Actual words on their website? "Speed to power. We can deliver complete generation packages faster than most any other technology." $51 billion backlog For god sake!!! Power and energy is their fastest growing segment. Sales up 37% last quarter. This is the AI trade nobody talks about. Not chips. Not software. The gas turbines keeping the lights on underneath it all. OPEN YOUR EYES... I own $CAT at 7.5% and honestly wish I had more. Are you paying attention to the infrastructure underneath AI?

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