Jim Cramer on Caterpillar: “It’s Got a Ton of Business From the Data Center Build-Out”
Key takeaways
- Jim Cramer on Caterpillar: “It’s Got a Ton of Business From the Data Center Build-Out” Syeda Seirut Javed Sun, May 3, 2026 at 10:51 PM GMT+7 2 min read CAT Caterpillar Inc.
- In a new twist, though, investors, actual investors, are putting together groups, buying and then going and buying, okay, get this, buying hundreds if not thousands, of engines, CAT engines.
- They’re stringing them up… And they are taking the natural gas from the hills in West Virginia, pumping it through these actual Caterpillar engines and building their own power plants basically off the grid.
Jim Cramer on Caterpillar: “It’s Got a Ton of Business From the Data Center Build-Out” Syeda Seirut Javed Sun, May 3, 2026 at 10:51 PM GMT+7 2 min read CAT Caterpillar Inc. (NYSE:CAT) was among the stocks Jim Cramer highlighted, as he discussed the massive AI infrastructure buildout. Cramer highlighted how the company is benefiting from the data center build-out, as he commented:
I remember the days when our economy ran only on the consumer… However, with the arrival of data centers, no surprise to see that Caterpillars on the list of hottest stocks, up 10% today… It’s got a ton of business from the data center build-out. In a new twist, though, investors, actual investors, are putting together groups, buying and then going and buying, okay, get this, buying hundreds if not thousands, of engines, CAT engines.
They’re stringing them up… And they are taking the natural gas from the hills in West Virginia, pumping it through these actual Caterpillar engines and building their own power plants basically off the grid. And this is just driving a huge amount of business for CAT. I was always worried these guys might have too much inventory. After I heard that story, I worry they don’t have enough. And again, if the power grid has to get much bigger, that means a lot of construction for the utilities. Who do you think they’re going to call? That’s right, Caterpillar, and a huge number of workers. Again, strong for the economy.