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$CAT
Caterpillar (NYSE:CAT) is seeing rapid growth in its Power Generation segment, driven by surging demand from AI data centers and related infrastructure. The company reports a record $63b order backlog tied to this trend and is scaling up large engine production, with plans to nearly triple output from 2024 levels. Management has raised its sales outlook as Power Generation becomes a more central part of Caterpillar's business profile and role in the global AI buildout.