Trade Tracker: Kevin Simpson buys Jabil, more Caterpillar and sells Apple covered calls

Look no further than industrials, though. I do that because Kevin bought more Caterpillar, which I want to hear about. Why now for an industrial name like this.It's surprising that you see industrials perform as well as they have this year, surpassing my expectations certainly. But I look at Caterpillar as almost like a stealthy play within the data center space because you need the industrials, Caterpillar specifically, to do this type of heavy construction. It's trading at only a 17 PE, 25% discount to Jo ...