Caterpillar's AI Boom: Can CAT Deliver on a Record Backlog? episode artwork

EPISODE · Aug 3, 2026 · 7 MIN

Caterpillar's AI Boom: Can CAT Deliver on a Record Backlog?

from Schwab Network · host Schwab Network

Jonathan Sakraida of CFRA Research explains why Caterpillar (CAT) has become a beneficiary of the AI buildout, driven by data center construction, copper demand, and a record $63 billion backlog. Charles Schwab's Ben Watson discusses a bullish options strategy for traders looking to capitalize on Caterpillar's upcoming earnings report.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Episode metadata supplied by the publisher feed · Published Aug 3, 2026

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Caterpillar's AI Boom: Can CAT Deliver on a Record Backlog?

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