With rising US-NATO tensions over new tariffs and Greenland's strategic resources, defense, mining, and industrial stocks are primed for a major rally. Amid this backdrop, five stocks stand out: Lockheed Martin (NYSE:LMT), Rtx (NYSE:RTX), Critical Metals (NASDAQ:CRML), Teck Resources (NYSE:TECK), and Caterpillar (NYSE:CAT). Each of these companies is positioned to gain from heightened U.S. military budgets, Arctic resource competition, and supply chain shifts away from Europe and China. 1. Lockheed Martin – ...

以下文章来源于卡特彼勒中国 ，作者卡特彼勒中国 卡特彼勒中国 . 作为全球500强企业，卡特彼勒是建筑工程机械、矿用设备、柴油和天然气发动机、工业用燃气轮机以及柴电混合动力机组领域的全球领先企业。公司主 要运营三大业务板块：资源行业、工程机械、能源和交通行业，并通过金融产品部门提供融资及相关服务。 卡特彼勒首席执行官康益桥（Joe Creed）、首席数字官Ogi Redzic、首席技术官Jaime Mineart在2026美 国拉斯维加斯消费电子展（CES ® 2026）发表面向未来的主旨演讲， 展示人工智能、无人驾驶和边缘 计算正融合打造新一代重型设备，并承诺为构筑未来劳动力投入2,500万美元。 <以上为广告> 全新Cat AI助手加入Cat生态系统，同时展示为无人驾驶下一前沿领域——工程建设而打造 的设备。 与英伟达（NVIDIA）合作，增强将洞察转化为行动方案的能力，从而改变工作方式。 公司承诺投入2,500万美元，支持劳动力建设更加美好、更可持续的世界。 构建技术的无形基石 卡特彼勒公司近日发布一系列人工智能驱动和无人驾驶领域的创新，这标志着重工业向前迈出重要一 步， 将设备转变为智能、互联的系统， ...

分组1 - The article discusses how investors can create a portfolio that allows for monthly dividend payouts by strategically selecting stocks that pay dividends in different months [1][9] - The suggested combination of stocks includes Coca-Cola (KO), Caterpillar (CAT), and McDonald's (MCD), which collectively provide the necessary monthly dividend schedule [2][10] 分组2 - Coca-Cola (KO) is highlighted as a member of both the Dividend Aristocrats and Dividend Kings groups, indicating its strong track record of reliable dividend payments [3] - Caterpillar (CAT), the largest construction equipment manufacturer, is also part of the Dividend Aristocrats group, known for its commitment to increasing shareholder rewards despite a lower current annual yield [5] - McDonald's (MCD) is recognized as a well-known restaurant chain, with a consistent history of annual dividend payments [7]

Core Insights - Caterpillar Inc. and Volvo are leading companies in the heavy machinery and construction equipment industry, focusing on electrification and autonomous technologies to drive future growth [1][10] Caterpillar Overview - Caterpillar has a market capitalization of $302.7 billion and is the world's leading manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives [2][3] - In Q3 2025, Caterpillar reported record revenues of $17.6 billion, a 9.5% increase year-over-year, with a 10% rise in sales volume, marking a return to revenue growth after six quarters of decline [4] - The company anticipates modest revenue growth for 2025, projecting net incremental tariffs of $1.6-$1.75 billion, which may impact adjusted operating margins [5] - Caterpillar is expected to benefit from increased infrastructure projects driven by the U.S. Infrastructure Investment and Jobs Act, as well as rising demand for mining equipment due to the shift towards clean energy [6] - The company is experiencing strong order levels for reciprocating engines for data centers and plans to double its output through a multi-year capital investment [7] - Caterpillar aims to double its service revenues from $14 billion in 2016 to $28 billion by 2026, focusing on aftermarket parts and service-related revenues [8] Volvo Overview - Volvo, with a market capitalization of $68.9 billion, is a major manufacturer of trucks, buses, and construction equipment, including a wide range of machinery for various sectors [2][11] - Since 2024, Volvo CE has faced weakened demand for construction equipment, leading to a 16% decrease in net sales in 2024 and an 8.5% drop in the first nine months of 2025 [12][13] - Despite the downturn, Volvo continues to innovate, recently expanding its European industrial footprint with a new crawler excavator assembly factory to meet rising customer demand [14] - The company is investing in crawler excavator production at three key locations to mitigate supply-chain risks and support long-term growth in infrastructure needs [15] Financial Comparisons - The Zacks Consensus Estimate for Caterpillar's 2025 earnings is $18.53 per share, reflecting a 15.4% decline year-over-year, while the 2026 estimate suggests a 21.2% increase [16] - For Volvo, the 2025 earnings estimate is $1.93 per share, indicating a 17.5% dip, with a projected growth of 26.4% in 2026 [17] - Over the past year, Caterpillar's stock has surged 70.1%, while Volvo's has gained 41.4%, both outperforming the Industrial Products Sector and the S&P 500 [19] - Caterpillar's return on equity stands at 47.16%, significantly higher than Volvo's 22.66%, indicating more efficient use of shareholder funds [23] Investment Considerations - Both Caterpillar and Volvo are navigating near-term challenges but are well-positioned for long-term growth driven by global infrastructure needs [25] - Despite a higher valuation, Caterpillar's superior return on equity may make it a more favorable option for investors seeking exposure to construction equipment [26]

Artificial intelligence (AI) is broadly expected to turbocharge the pace of data center construction in 2026, with hyperscalers racing to meet soaring compute demand. And since data center buildout often raises power prices for local communities, the idea of on-site power generation may start to resonate with the AI titan this year. Against that backdrop, Bernstein senior analyst Chad Dillars argues Caterpillar Inc (NYSE: CAT) could emerge as the biggest corporate beneficiary in the months ahead. At the tim ...

They operate in very different industries, but these three companies all have one thing in common.There's a saying on Wall Street that "dividends don't lie." Just about every financial metric can be spun by a company's management, but dividends either arrive in the mail or they don't. Companies with a long track record of dividend increases have shown they can succeed in all kinds of market environments, and while dividend stocks may not be considered flashy, even 5% average annual increases can add up powe ...

Core Viewpoint - Caterpillar Inc. is set to release its fourth-quarter and full-year 2025 financial results on January 29, 2026, at 5:30 a.m. CST, with the full text available on its investor website and through PR Newswire [1]. Financial Results Announcement - The financial results will be disclosed in a Current Report on Form 8-K to comply with SEC regulations [1]. - A teleconference and webcast for discussing the quarterly results will take place at 7:30 a.m. CST on the same day [2]. - Supporting materials for the webcast will be accessible prior to the event on the investor website [2]. Teleconference Details - The conference call can be accessed via telephone, with a specific Conference ID provided for participants [3]. - Domestic participants can dial a toll-free number, while international participants have a toll dial-in option [3]. - The call will be available in real-time on the investor website, and a transcript will be posted after the event [3]. Replay Information - For those unable to attend the live event, a replay of the webcast will be available shortly after the broadcast on the investor website [4]. - There will be no telephone replay option available [4]. Company Overview - Caterpillar Inc. reported sales and revenues of $64.8 billion in 2024, establishing itself as a leading manufacturer in construction and mining equipment, as well as engines and turbines [5]. - The company operates through three primary segments: Construction Industries, Resource Industries, and Power & Energy, along with a Financial Products segment [5]. - Caterpillar is committed to sustainability and reducing carbon emissions, providing innovative products and services through a global dealer network [5].

Caterpillar Inc (NYSE: CAT) manufactures heavy equipment that builds the world's infrastructure. ...

Core Insights - Caterpillar Inc. announced the retirement of Tony Fassino, group president of Construction Industries, effective May 31, 2026, after 30 years with the company [1][2] - Rod Shurman has been appointed as the new group president of Construction Industries, effective February 1, 2026 [1][2] Leadership Transition - Tony Fassino's contributions over his 30-year career have significantly impacted Caterpillar, including product design, market strategies, and operational excellence [3] - Fassino held various positions, including senior vice president of Building Construction Products in 2018 and group president of Construction Industries in 2021 [3] - Rod Shurman, currently senior vice president of Caterpillar's BCP division, will oversee the Construction Industries segment, which includes multiple divisions such as Earthmoving and Excavation [5][6] Future Outlook - Shurman's extensive experience in engineering and operations positions him well to lead Construction Industries into its next phase [6] - Caterpillar's 2024 sales and revenues reached $64.8 billion, solidifying its status as a leading manufacturer in construction and mining equipment [7]

来源：市场资讯 （来源：21sun工程机械商贸网） Debra L. Reed-Klages表示： 我们谨代表董事会，感谢安博骏作为首席执行官和董事所做出的卓越贡献。我们期待与新任董事长康益 桥继续共事。 康益桥补充道： 我代表董事会和卡特彼勒全球团队，向安博骏致以衷心的感谢，他多年的专注服务产生了深远影响，并 帮助公司塑造了卓越的传承。卡特彼勒正在向帮助客户解决最严峻挑战的使命迈进。我很荣幸能在此时 担任董事长，将卡特彼勒的火炬传递下去。 康益桥于1997年加入卡特彼勒，在公司多个部门担任重要职务，包括首席运营官与负责能源和交通行业 的集团总裁。他于2025年5月1日被任命为首席执行官，并成为董事会成员。 自2017年成为首席执行官以来，安博骏主导制定并实施了推动长期盈利性增长的新战略，为股东创造了 巨大的价值。2025年5月，安博骏转任执行董事长，在确保首席执行官职位和董事会领导层的顺利过渡 期间发挥了关键作用。 安博骏表示： 我很荣幸能与优秀的卡特彼勒全球员工并肩工作，并为我们共同取得的成就感到自豪。我相信康益桥是 指引卡特彼勒迈向下一个充满机遇的百年的绝佳领导者。在即将退休之际，我倍感欣慰并坚信卡特彼 ...