Latest analyst takes
ppcianBULLCAT is a strong “picks and shovels” AI/data-center beneficiary because it powers AI data centers with record backlog in power-generation capabilities, and my upside case is validated by a move from ~$86 (2013) to ~$889 now with a ~7% yield on cost.3d ago
GenExDividendInvestorBULLCaterpillar (CAT) is a smaller position for me, but it still earns a place due to meaningful dividend yield (about $773 per year on ~$101k) within the broader income mix.16d agoppcianBULLCAT is a long-term dividend winner I’m not selling, because after buying at an ~$86 cost basis it has pushed yield-on-cost to about 7% and the business keeps compounding—now additionally supported by its growing importance for AI data centers.16d ago"CAT is a strong “picks and shovels” AI/data-center beneficiary because it powers AI data centers with record backlog in power-generation capabilities, and my upside case is validated by a move from ~$86 (2013) to ~$889 now with a ~7% yield on cost."
"Caterpillar (CAT) is a smaller position for me, but it still earns a place due to meaningful dividend yield (about $773 per year on ~$101k) within the broader income mix."
"CAT is a long-term dividend winner I’m not selling, because after buying at an ~$86 cost basis it has pushed yield-on-cost to about 7% and the business keeps compounding—now additionally supported by its growing importance for AI data centers."