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Caterpillar's Growing Role in AI Infrastructure Buildout & CAT Options Trade

Caterpillar's Growing Role in AI Infrastructure Buildout & CAT Options Trade

Schwab Network · Schwab Network

February 6, 20267m 39s

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Show Notes

Be cautious on Caterpillar (CAT), says CFRA's Jonathan Sakraida. While the company's financials support recent rallies in shares, Jonathan points to growth not moving fast enough to support the stock's extreme move. However, he believes Caterpillar will shape into a key back door player in the AI buildout phase alongside companies like GE Vernova (GEV). Tom White offers an example options trade for Caterpillar.


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