Novanta, WillScot Mobile Mini, and Badger Meter Stocks Trade Up, What You Need To Know
Novanta, WillScot Mobile Mini, and Badger Meter stocks all jumped by 2.8% following a Dow rally and cooling Treasury yields. The rally in industrials is attributed to confidence in physical economic activity, driven by multi-quarter contracts, AI infrastructure buildout, and de-escalation of Iran tensions. Badger Meter, despite a recent 18.9% drop due to missed Q1 earnings, saw its stock rise, indicating the market views current news as meaningful.
WESCO, Luxfer, and Johnson Controls Shares Are Soaring, What You Need To Know
Shares of WESCO, Luxfer, and Johnson Controls saw significant jumps in the afternoon trading session after the Dow hit a new all-time high, driven by cooling Treasury yields and progress towards peace in Iran. The industrial sector, benefiting from both cyclical recovery and structural growth due to AI infrastructure buildout, is reaching new highs. WESCO notably beat Wall Street estimates in its recent first-quarter results, contributing to investor optimism.
Hubbell, Rockwell Automation, and First Solar Shares Skyrocket, What You Need To Know
Shares of Hubbell, Rockwell Automation, and First Solar surged following a fresh all-time high for the Dow, driven by cooling Treasury yields and progress in Iran peace talks, which injected confidence into the industrial sector. The article highlights that the AI infrastructure buildout is adding a second growth engine, pushing these stocks to new highs. Specifically, First Solar's recent partnership with GameChange Solar to deploy thin-film solar modules in India was noted as a significant factor for its strong performance.
Matrix Service, Hyster-Yale Materials Handling, and FTAI Aviation Shares Are Soaring, What You Need To Know
Shares of Matrix Service (MTRX), Hyster-Yale Materials Handling (HY), and FTAI Aviation (FTAI) saw significant jumps following a broad market rally for industrials. This surge is attributed to cooling Treasury yields, progress towards peace in Iran, and the ongoing AI infrastructure buildout. Although Hyster-Yale recently reported a challenging Q1 2026 with an earnings miss and declining margins, its stock gained alongside the sector, which has been boosted by both cyclical recovery and structural growth from AI capital expenditures.
Eaton Corporation PLC Stock (ETN) Moved Up by 3.09% on May 22: What Investors Need To Know
Eaton Corporation PLC's (ETN) stock rose by 3.09% on May 22nd, driven by investor optimism about its strategic positioning in the AI data center market and strong Q1 2026 financial results. The company's expansion into AI-ready data centers and raised full-year guidance have led analysts to reiterate positive ratings and increase price targets. Despite some recent pullbacks, the stock is considered potentially undervalued due to its AI power build-out narrative.
Is Caterpillar's Power & Energy Segment Its Next Big Growth Engine?
Caterpillar's Power & Energy segment is becoming a primary growth engine, driven by the demand for distributed and backup power solutions for data centers, electrification, and AI. The segment, which accounted for 42% of Caterpillar's total revenues in 2025 and saw robust growth, is expected to continue its upward trajectory with strong backlog growth in Power Generation and Oil & Gas markets. Caterpillar has significantly increased its capacity plans and sales targets for this segment, positioning it strongly against competitors like Cummins and GE Vernova.
Is Caterpillar's Power & Energy Segment Its Next Big Growth Engine?
Caterpillar's Power & Energy segment is becoming a primary growth driver, fueled by the increasing need for distributed and backup power solutions for data centers and AI. The segment contributed significantly to the company's revenues in 2025 and is projected for continued strong growth in 2026, especially in power generation and oil & gas. Caterpillar is expanding its capacity and has strategic agreements to provide substantial generator sets for prime power applications, positioning it competitively against peers like Cummins and GE Vernova.
Jefferies Maintains Caterpillar(CAT.US) With Buy Rating, Maintains Target Price $1,045
Jefferies analyst Stephen Volkmann has maintained a Buy rating on Caterpillar (CAT.US) and kept the target price at $1,045. Based on TipRanks data, Volkmann has a 66.3% success rate and an average return of 19.5% over the past year. TipRanks provides independent analysis of financial analysts' recommendations, including success rates and average returns, for informational purposes.
Evercore Turns More Bullish on Caterpillar (CAT) with $1,103 Price Target
Evercore ISI analyst David Raso raised Caterpillar Inc.'s (NYSE: CAT) price target to $1,103 from $878, reiterating an Outperform rating. The company anticipates low double-digit sales and revenue growth for the full year 2026, with lowered tariff cost estimates and expected restructuring charges. Caterpillar also updated its capital expenditure forecast and expects MP&E's free cash flow to exceed last year's $9.5 billion.
Keudell Morrison Wealth Management Makes New $3.43 Million Investment in Caterpillar Inc. $CAT
Keudell Morrison Wealth Management recently invested $3.43 million in Caterpillar Inc. ($CAT), acquiring 5,983 shares and making it their 29th largest holding. The investment follows Caterpillar's strong quarterly results, with EPS and revenue beating estimates, and analysts maintaining a "Moderate Buy" rating. Despite this positive outlook, insider selling by executives like Denise C. Johnson and William E. Schaupp has been noted.
Meiji Yasuda Asset Management Co Ltd. Lowers Position in Caterpillar Inc. $CAT
Meiji Yasuda Asset Management Co Ltd. reduced its stake in Caterpillar Inc. by 43.9% in the fourth quarter, selling 9,110 shares. This comes amidst varied institutional investor activity, with some increasing and others decreasing their positions in CAT. Analysts have a "Moderate Buy" consensus rating for Caterpillar, with a target price of $923.14.
Heritage Investors Management Corp Sells 4,825 Shares of Caterpillar Inc. $CAT
Heritage Investors Management Corp reduced its stake in Caterpillar Inc. by 3.8% in the fourth quarter, selling 4,825 shares and retaining 120,567 shares valued at $69.1 million. Despite this, Caterpillar reported strong quarterly results with EPS of $5.54 and revenue of $17.42 billion, outperforming analyst estimates. Wall Street maintains a "Moderate Buy" consensus rating for Caterpillar with an average price target of $923.14.
Handelsbanken Fonder AB Has $15.14 Million Stock Position in CNH Industrial N.V. $CNH
Handelsbanken Fonder AB significantly increased its stake in CNH Industrial N.V. by 97.0% in the fourth quarter, bringing its total holdings to 1,641,887 shares valued at approximately $15.14 million. This move comes as CNH Industrial reported Q1 earnings that matched estimates and provided FY2026 guidance. Analysts currently have a "Hold" rating on CNH Industrial, with an average price target of $12.77.
Axxcess Wealth Management LLC Has $52.58 Million Holdings in Caterpillar Inc. $CAT
Axxcess Wealth Management LLC significantly increased its stake in Caterpillar Inc. by 320.7% in Q4, reaching 91,785 shares valued at approximately $52.6 million. Despite notable insider selling totaling $91.2 million, Caterpillar maintains strong Wall Street support with a "Moderate Buy" consensus rating and a $923.14 average price target, driven by positive earnings and strategic initiatives in power infrastructure and AI.
AB Disruptors ETF (FWD) Stock Price, Holdings, Dividend Yield
This article provides a comprehensive overview of the AB Disruptors ETF (FWD), detailing its stock price, key holdings, and dividend yield. As of its latest N-PORT filing on February 28, 2026, the ETF holds 113 stocks with a total portfolio value of $1.60 billion, prominently featuring companies like NVIDIA, Broadcom, and Taiwan Semiconductor Manufacturing. It also offers insights into the ETF's performance, financial strength, profitability, growth rankings, and recent trading activities including new buys and sold-out positions.
Non-operating income (total) of Caterpillar Inc. – BVL:CATUS
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Gross margin % of Caterpillar Inc. – BVL:CATUS
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Taxes of Caterpillar Inc. – BVL:CATUS
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Debt to assets ratio of Caterpillar Inc. – BVL:CATUS
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Revenue per share of Caterpillar Inc. – BVL:CATUS
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Why Caterpillar (CAT) Is Becoming a Power Infrastructure Play Too
Caterpillar Inc. (NYSE:CAT) is expanding its role in power infrastructure beyond heavy machinery, driven by increasing demand from data centers, oil and gas operations, and other industrial customers. The company recently entered a strategic agreement with ProPetro Holding Corp.’s PROPWR unit to supply up to 2.1 gigawatts of incremental power-generation assets by 2031, with a minimum of 1.5 GW purchased. This deal highlights Caterpillar's commitment to providing reliable on-site power solutions.
Deere sees construction gains as farmers face tough markets
Deere & Co. reported fiscal second-quarter earnings that topped expectations, driven by strong construction and forestry sales, which offset sluggish farm machinery sales. The company maintained its profit outlook despite ongoing challenges for farmers, including rising costs due to the Iranian war and volatile agriculture markets. While the outlook for South American sales worsened, Deere expects improved crop demand from China following a recent U.S.-China summit.
US Manufacturing Is Booming: Trump's Tariffs Or AI Capex? - Amazon.com (NASDAQ:AMZN), Bloom Energy (NYSE
US manufacturing is experiencing a boom, with S&P Global's flash U.S. Manufacturing PMI reaching a 48-month high in May and factory output at its fastest pace in four years. While this might seem to validate promises of a manufacturing resurgence through tariffs, the article argues the true driver is the demand for AI infrastructure. Top-performing stocks in the iShares U.S. Manufacturing ETF are those connected to artificial intelligence, with companies like Caterpillar, Vertiv Holdings, and Coherent making significant gains from providing power generation, cooling, and optical transceivers for AI data centers.
China Yuchai Ties Employee Ownership To Digital And Intelligent Manufacturing Shift
China Yuchai International has established a new subsidiary, Yuchai IMT, to centralize and enhance its equipment manufacturing operations through digitalization. To align employee interests with this strategic shift, the company has introduced an employee equity incentive plan, granting staff an 8% direct ownership stake in Yuchai IMT. This initiative aims to foster greater efficiency, cost control, and retention of skilled personnel as China Yuchai transitions towards intelligent manufacturing and low/zero carbon engine production.
Tangible book value per share of Caterpillar Inc. – BVL:CATUS
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Enterprise value of Caterpillar Inc. – BVL:CATUS
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Data Center Stocks: Bank of America Ranks 10 Key Power Players
Bank of America has identified 10 key power players in the data center sector, critical for supporting the growing demands of AI and cloud computing. These companies, ranging from power generation to industrial equipment, are ranked from 27 to 38 within BofA's broader list of 67 essential stocks. The list includes GE Vernova, Caterpillar, Sempra, DTE Energy, Evergy, Talen Energy, EVE Energy, CMS Energy, Wartsila OYJ, and PPL Corp, highlighting their roles and recent financial performance.
EBIT of Caterpillar Inc. – BVL:CATUS
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Cummins CEO Explains How to Manage the AI Boom
Cummins CEO Jennifer Rumsey discusses navigating various challenges, including supply chain issues, environmental regulations, and the current AI boom. Notably, Cummins, a major diesel engine technology manufacturer, is benefiting from the artificial intelligence data-center expansion.
Caterpillar Inc. stock (US1491231015): data center boom reshapes outlook for the heavy equipment gia
Caterpillar Inc. is experiencing a powerful re-rating among investors, who now view the company as a key player in power and infrastructure for data centers and energy transition projects, rather than just a cyclical construction equipment supplier. This shift in perception has led to a significant surge in its stock price, up over 50% year-to-date. The company's focus on power systems for critical infrastructure alongside its traditional heavy machinery business is driving this positive market narrative.
Global Retirement Partners LLC Has $12.78 Million Holdings in Caterpillar Inc. $CAT
Global Retirement Partners LLC increased its stake in Caterpillar Inc. by 24.1% in the fourth quarter, now holding 22,306 shares valued at $12.78 million. Wall Street analysts have a "Moderate Buy" consensus for Caterpillar, with an average target price of $923.14, following strong quarterly results and several analyst target increases. However, the article also notes recent insider selling totaling approximately $91.2 million over the past 90 days.
Deere’s profit falls as large equipment demand remains soft
Deere & Company reported that its second-quarter profit beat estimates, driven by stronger demand in its small agriculture and construction machinery segments. Despite this, the company maintained its full-year profit forecast unchanged due to ongoing softness in the large agriculture equipment market, where demand for heavy machinery remains weak. Shares of Deere slid over 6% following the report, as investors seek clearer signs of recovery in the agricultural sectors.
Caterpillar Inc. $CAT Shares Bought by Financial Synergies Wealth Advisors Inc.
Financial Synergies Wealth Advisors Inc. significantly increased its stake in Caterpillar Inc. by 175% in the fourth quarter, now holding 7,727 shares valued at approximately $4.43 million. This comes after Caterpillar reported strong quarterly earnings, beating analyst expectations, and declared a quarterly dividend. Multiple analysts have also raised their price targets for the stock, contributing to a "Moderate Buy" consensus rating.
Leonteq Securities AG Invests $13.09 Million in Caterpillar Inc. $CAT
Leonteq Securities AG recently invested $13.09 million in Caterpillar Inc. by purchasing 22,853 shares, making it their 22nd largest position. This investment comes as Caterpillar continues to receive strong support from Wall Street analysts, with multiple price target increases and a consensus "Moderate Buy" rating. The company also reported strong quarterly earnings, beating estimates with $5.54 EPS on $17.42 billion in revenue, driven partly by demand from AI/data center construction.
Rathbones Group PLC Reduces Stock Holdings in Caterpillar Inc. $CAT
Rathbones Group PLC decreased its stake in Caterpillar Inc. by 13.3% in Q4 2025, selling over 26,000 shares but still holding 172,709 shares valued at approximately $98.9 million. This adjustment comes despite Caterpillar's strong quarterly performance, which saw EPS of $5.54 and revenue of $17.42 billion, surpassing analyst expectations. Analysts maintain a "Moderate Buy" consensus rating for Caterpillar with an average price target of $923.14, indicating continued confidence in the company’s future performance.
6,098 Shares in Caterpillar Inc. $CAT Acquired by Pinkerton Wealth LLC
Pinkerton Wealth LLC recently acquired 6,098 shares of Caterpillar Inc. (NYSE:CAT), valued at approximately $3.49 million, during the fourth quarter. This acquisition comes after Caterpillar reported strong quarterly results, exceeding both EPS and revenue estimates, with sales increasing 22.2% year-over-year. The stock maintains a "Moderate Buy" consensus among analysts, with an average target price of $923.14, and recently distributed a quarterly dividend of $1.51 per share.
Deere & Company $DE Shares Bought by Rathbones Group PLC
Rathbones Group PLC increased its stake in Deere & Company by 1.9% in the fourth quarter, bringing its total holdings to 316,393 shares valued at approximately $147.3 million. Wall Street analysts maintain a "Moderate Buy" rating for Deere, with an average price target of $655.45. The company recently reported better-than-expected quarterly earnings and announced a quarterly dividend of $1.62 per share.
PNC Financial Services Group Inc. Sells 11,367 Shares of Caterpillar Inc. $CAT
PNC Financial Services Group Inc. reduced its stake in Caterpillar Inc. (NYSE:CAT) by 3.2% in the fourth quarter, selling 11,367 shares and retaining 347,360 shares valued at $198.99 million. This transaction is part of broader institutional investor activity, with other firms like Plancorp LLC and Revolve Wealth Partners LLC also adjusting their holdings in Caterpillar. The article also provides recent financial performance data for Caterpillar, including its latest earnings report and dividend announcement, alongside analyst ratings and insider trading information.
China Yuchai Ties Employee Ownership To Digital And Intelligent Manufacturing Shift
China Yuchai International has established a new subsidiary, Yuchai IMT, to centralize and digitize its equipment manufacturing, introducing an employee equity incentive plan for a direct stake in the unit. This initiative aims to align staff with its shift towards digitalization and intelligent manufacturing, which is crucial for modernizing production processes. Investors should monitor this structural change as it seeks to boost efficiency for new engine platforms and manage risks associated with operational complexity and integration challenges.
ProShare Advisors LLC Has $21.62 Million Stock Holdings in Deere & Company $DE
ProShare Advisors LLC increased its stake in Deere & Company by 8.8% in the fourth quarter, bringing its total holdings to 46,429 shares valued at $21.62 million. Deere & Company reported strong quarterly results, with earnings exceeding estimates and revenue rising 17.5% year-over-year. Wall Street analysts hold a "Moderate Buy" consensus rating for Deere, with an average target price of $655.45, reflecting optimism despite some concerns about farm demand and tariff impacts.
CNH Industrial N.V. $CNH Shares Sold by DNB Asset Management AS
DNB Asset Management AS significantly reduced its stake in CNH Industrial N.V. by 74.5% in the fourth quarter, selling over 642,000 shares. This move leaves the firm with holdings valued at approximately $2.03 million. Despite recent Q1 earnings meeting expectations and the company declaring an annual dividend, analyst sentiment remains mixed, with a consensus "Hold" rating.
Callahan Advisors LLC Has $29.14 Million Stock Position in Caterpillar Inc. $CAT
Callahan Advisors LLC reduced its stake in Caterpillar Inc. (NYSE:CAT) by 6.5% in the fourth quarter, yet still holds 50,869 shares valued at $29.14 million, making it their 11th largest holding. Wall Street sentiment for Caterpillar is positive, with an average "Moderate Buy" rating and a price target of $923.14, driven by strong earnings, revenue growth, and new demand drivers like AI infrastructure. Recent insider sales of stock were noted, but institutional investors collectively own 70.98% of the company.
Does Caterpillar Stock Still Have Room to Run?
Caterpillar (CAT) stock is gaining momentum due to strong Q1 2026 power generation sales, driven by AI data center demand, resulting in a record $63 billion order backlog. Despite this, there's an ongoing debate about whether this growth can offset cyclical slowdown risks and margin compression from tariffs. Trefis highlights CAT's solid fundamentals including profitability, momentum, and revenue growth compared to S&P medians.
[144] ProPetro Holding Corp. SEC Filing
ProPetro Holding Corp. has filed a Form 144 with the SEC, indicating a proposed sale of 16,600,000 shares of common stock with an aggregate market value of $296,974,000. The securities were acquired via a merger/acquisition from ProPetro Holding Corp. itself on December 31, 2018. This filing, dated May 20, 2026, involves BofA Securities, Inc. as the broker for the sale on the NYSE.
Jim Cramer on Caterpillar: “It’s Integral to Data Center Construction”
Jim Cramer highlighted Caterpillar Inc. (NYSE: CAT) as integral to data center construction, oil and gas, and infrastructure, explaining its role in providing essential power systems. Despite its current high valuation, Cramer suggested its involvement in powering hyperscale data centers makes it a buy. The article also mentions other AI stocks that may offer higher returns.
Caterpillar Inc. stock outperforms competitors on strong trading day
Caterpillar Inc. (CAT) shares rose 1.44% to $872.56 on Wednesday, outperforming the broader stock market. This increase ended a three-day losing streak for the company, as both the S&P 500 Index and Dow Jones Industrial Average also saw gains.
T-Mobile CEO at J.P. Morgan Just Told You Where the Next Four Years of Growth Are Coming From
T-Mobile US CEO Srinivasan Gopalan outlined the company's growth strategy at J.P. Morgan's conference, focusing on capturing market share from AT&T and Verizon, expanding its fixed wireless access (FWA) broadband, and leveraging new technologies like satellite JVs and 6G. Despite a recent stock dip, T-Mobile aims for significant subscriber growth and margin expansion, underpinned by its network quality and customer loyalty. The article highlights how T-Mobile's differentiated approach and robust FWA capacity contradict common bear cases, signaling strong future potential.
Caterpillar Power Chief Just Revealed What the Data Center Boom Really Means for CAT Stock
Caterpillar's Power & Energy Group President, Jason Kaiser, highlighted that the data center boom is shifting demand from standby diesel generators to continuous prime power gas generators, significantly increasing lifetime service opportunities by 40 times. This shift, along with growth in gas compression for oil and gas, is driving Caterpillar's revenue and margin expansion. The company is strategically managing potential overcapacity risks through cancellation penalties, redirecting capacity to other sectors, and internal stress testing, with Q2 2026 results being crucial for segment margin confirmation.
Caterpillar Inc. stock (US1491231015): Mega?cap machinery giant draws attention after strong run in
Caterpillar Inc. shares are trading near record highs in May 2026, driven by strong price momentum and solid fundamentals in its core construction, mining, and energy equipment sectors. The company's business model relies on selling high-value machines and engines, supported by a global dealer network and recurring aftermarket services, which help stabilize revenue through economic cycles. Investors are optimistic about infrastructure demand and equipment replacement, although the stock's valuation is currently at a premium reflecting these strong expectations.
Bernstein Adjusts PT on Hewlett Packard Enterprise to $35 From $21, Maintains Market Perform Rating
Bernstein has raised its price target for Hewlett Packard Enterprise (HPE) to $35 from $21, while reiterating a Market Perform rating on the stock. This adjustment reflects an updated valuation for the company. Other analysts from JPMorgan and Evercore ISI have also recently increased their price targets for HPE, indicating a generally positive outlook.
