Why Caterpillar Is The Industrial Giant I'm Betting On For The Next Decade
- Caterpillar's resilience against cyclical headwinds is impressive, driven by innovation, a strong balance sheet, and a commitment to shareholder value.
- Despite short-term revenue declines, Caterpillar's focus on AI, connected assets, and digital tools positions it for long-term growth.
- Strong dividend growth and aggressive buybacks enhance shareholder value, with a 31-year streak of dividend hikes and a healthy payout ratio.
- Caterpillar's ability to adapt to long-term trends like AI power demand and potential cyclical upswing suggests continued solid returns.
Ekaterina Kiseleva
Introduction
"Cyclical headwinds."
I have used these two words in many articles this year, as big parts of the economy did not enjoy the benefits that came with artificial intelligence and other secular trends.
This includes the
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.