CATIndustrial Machinery
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Who said what, and what CAT did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about CAT
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-27 | Guy Adami (RiskReversal)Trader & CNBC Fast Money panelist | Bullish | CNBC (uncut) | Caterpillar has sold off roughly a third from highs and now trades at 23x next year's estimates, making… |
| 2026-10-22 | Jay WoodsChief global strategist, Freedom Capital Markets | Bullish | CNBC (uncut) | Caterpillar's technical breakdown offers a gradual buying opportunity because its fundamentals and earnings… |
| 2026-10-14 | Unknown | Bearish | CNBC (uncut) | Caterpillar has been carried by the AI picks-and-shovels narrative but that trade is deteriorating; key… |
| 2026-10-12 | Charles LemonidesFounder & CIO, ValueWorks | Short | Monetary Matters | Caterpillar trades at 40x earnings near-peak cycle conditions with only 3–4 years of growth runway remaining… |
| 2026-10-06 | Bob IaccinoCo-founder, The Unfiltered Investor & Path Trading Partners | Bullish | Fox Making Money (playlist) | Caterpillar is a data center infrastructure play via its generator sales to data centers (not just… |
| 2026-09-08 | Katrina DudleyPortfolio Manager, Franklin Templeton | Bullish | Bloomberg Open Interest | Caterpillar is an underappreciated dual AI beneficiary — it supplies equipment for AI data center buildout… |
| 2026-08-10 | Mig DobreSenior research analyst (machinery), assoc. dir. of research, Baird | Bearish | Bloomberg Surveillance | Bipartisan political pushback on data center construction is hardening into state and local moratoriums that… |
| 2026-07-21 | Matt SmithFounder & CIO, Chronometer Partners | Bearish | Invest Like the Best | Caterpillar is doubling its gas turbine (Solar Turbines) manufacturing capacity by end-2029 at the precise… |
| 2026-07-11 | Vance Howard (Howard Capital)CEO, Howard Capital Management | Bullish | Fox Business | Caterpillar pulled back to its 50-day moving average in a solid uptrend and benefits from data center… |
| 2026-01-23 | Unknown | Bullish | CNBC Halftime Final Trades | Caterpillar's 3.5% single-day decline is small relative to its broader run, making the pullback a buying… |
Show all 15 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2025-01-17 | Michael BatnickManaging Partner, Ritholtz Wealth | Bullish | The Compound | Sector rotation out of mega-cap tech into cyclicals as year-end tax-loss selling pressure lifts from laggard… |
| 2023-08-10 | James DemmertFounder & CIO, Main Street Research | Bullish | Bill Nygren | Caterpillar is attractively valued at a low P/E and represents the broadening of market participation into… |
| 2022-08-03 | Degas | Bullish | CNBC Halftime Final Trades | Near-term revenue miss reflects temporary supply chain and inflation headwinds, not structural damage… |
| 2022-08-03 | Kevin | Bearish | CNBC Halftime Final Trades | Strengthening USD is a structural headwind to CAT's large global revenue base, and the industrial machinery… |
| 2019-07-23 | Jim Lebenthal (Cerity)Partner, Cerity Partners | Bullish | CNBC Halftime Final Trades | Caterpillar reports tomorrow with low expectations, so even a modest guidance raise could trigger a… |
Next report: 27 Jan 2027 before the open
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 29 Oct 2026 | before the open | 7.20 vs 7.16 | -10.2% |
Notable options days
Sessions in the last 120 where CAT’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 3 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-29 | ||||||
| 2026-08-04 | ||||||
| 2026-08-03 |
CAT on the Wheel
CAT passed our 1-month put test (30-delta put, 30–45 days, sold at the bid, bought back at half the credit), 2021–2026.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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