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reshoring

2 articles
The Motley FoolThe Motley Fool··Reuben Gregg Brewer

Caterpillar Positioned for 2026 Growth Wave, But Valuation Raises Caution

Caterpillar poised to benefit from reshoring, AI data centers, and power infrastructure demand in 2026, but elevated 37x P/E valuation raises caution for value investors.
CATdata centersvaluation
The Motley FoolThe Motley Fool··Reuben Gregg Brewer

Caterpillar: The Unlikely AI Infrastructure Winner Wall Street Is Pricing In

Caterpillar emerges as unexpected AI infrastructure play via data center construction, surging electricity demand (200% jump expected), and manufacturing reshoring—though valuation reflects investor awareness.
CATdata centersvaluation