If You Don't Believe In Geo-Capex, Look At Caterpillar's Q4 Earnings

分组1 - Caterpillar has delivered significant returns for shareholders, with a stock increase of over 125% since being rated as a buy on April 6, 2025, during a market sell-off [1] - The focus is on long-term investment strategies in U.S. and European equities, emphasizing undervalued growth stocks and high-quality dividend growers [2] - Sustained profitability, characterized by strong margins, stable and expanding free cash flow, and high returns on invested capital, is highlighted as a more reliable driver of returns than valuation alone [2] 分组2 - The analyst manages a portfolio publicly on eToro, where they are recognized as a Popular Investor, allowing others to replicate their investment decisions in real-time [2] - The analyst's interdisciplinary background in Economics, Classical Philology, Philosophy, and Theology enhances both quantitative analysis and market narrative interpretation [2] - The investment philosophy aims to balance financial security with the freedom to pursue personal interests and work in fulfilling environments [2]