Caterpillar Inc.

“NVIDIA's powered robots and autonomous machines for leading companies, including Boston Dynamics Caterpillar, FranKaufman Hall Robotics, LG Electronics and NEURA Robotics.”

Caterpillar named among leading companies building robots and autonomous machines on NVIDIA's robotics platform.

“you had the session with Caterpillar at the Consumer Electronics Show.”

WM and Caterpillar, a heavy-equipment supplier, held a joint session at CES tied to WM's connected-landfill and heavy-equipment technology efforts, signaling a technology-oriented supplier relationship.

“I recall coming into the year as well, we talked about a headwind from just changes in the Cat JV.”

Trimble's machine-control joint venture with Caterpillar (Cat) saw changes flagged as a Field Systems headwind, though machine control remained strong through the year.

“And then follow on would be just thoughts on the first new build order from Progress Rail in a long time. Is that likely to see something you're seeing increasing competitive step back in?”

An analyst flagged Caterpillar subsidiary Progress Rail winning its first new-build locomotive order in a long time as a sign of renewed competition; Wabtec declined to comment on the specific order but stood by its Tier 4 portfolio.

“in fact, if you look at the -- I think results this week of Caterpillar, they are seeing that, and they're one of our major customers in those midsized turbines.”

Howmet names Caterpillar as a major midsized-turbine customer benefiting from data-center-driven demand, a positive read-through on Caterpillar's turbine business.

“the Caterpillar JV that you guys have been involved with”

An analyst references Trimble's long-standing machine-control joint venture with Caterpillar as Trimble expands mixed-fleet OEM partnerships.

“they both Cat and Cummins have announced expansion plans for capacity in those diesel engine -- in the diesel engine production capacity that will come online in the next several years”

Caterpillar is one of the dominant large-bore diesel engine manufacturers expanding capacity to serve data center backup power demand, a market Generac is now entering as a competitor.

“At an OEM level, we renewed our cat relationship last year, as you know, and a big congrats to gen and Joe in that transition, they've just gone at the CEO level.”

Trimble renewed its OEM relationship with Caterpillar, part of its go-to-market strategy for civil construction technology partnerships.

“we talked about this before with some of the changes to the JV -- with the CAT JV. We've shifted some of the margins that were in our equity investment income line into the OpEx.”

Trimble's CFO explains an accounting shift in its long-standing Caterpillar joint venture (product sold into the JV), moving margin recognition from equity investment income into operating expense, which helped Field Systems segment margins.

“we also, you know, announced partnerships with Vertiv.”

Caterpillar is partnering with Vertiv to make data-center power solutions more cost-effective and efficient.

“yesterday, we announced an order for two gigawatts of reciprocating generator sets for a prime power application from American Intelligence and Power Corporation.”

Caterpillar booked a two-gigawatt reciprocating generator order from American Intelligence and Power Corporation for its Monarch data center campus.