In this piece, we will look at the stocks that Jim Cramer discussed.
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed US personal consumption expenditure price index data. The PCE showed prices excluding food and energy jump by 0.4% in December while PCE inflation had jumped by 2.9% year-over-year. Additionally, data showed that the US GDP growth fell to 1.4% in the fourth quarter for dip influenced by a slowdown in government spending. The CNBC TV host described the data as a mystery:
“This stuff is such a mystery, in the same that you would have thought with the reshoring that we could have created more jobs. You would have thought that the trade deficit would have gone down. None of the numbers, what they seem. . .if you just look at these numbers, you would say, who in the Fed is saying, you know, we should tighten. Are they that much worried about that little bit PCE? I’m looking at an economy that definitely needs to go. Needs to go.”
Our Methodology
To make our list of the stocks that Jim Cramer talked about, we listed down the stocks he mentioned during CNBC’s Squawk on the Street aired on February 20th, February 26th, and tweeted about. We also provided hedge fund sentiment for each stock as of the third quarter of 2025, which was taken from Insider Monkey’s database of 978 hedge funds.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
10. CrowdStrike Holdings, Inc. (NASDAQ:CRWD)
Number of Hedge Fund Holdings: 66
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is a cybersecurity company. Its shares are down by 4,5% over the past year and by 16% year-to-date. Like other software companies, the firm has also suffered in today’s AI era. Particularly CrowdStrike Holdings, Inc. (NASDAQ:CRWD)’s stock dipped in February after AI software firm Anthropic announced that it would offer a new software tool which would enable users to scan code for security vulnerabilities and then rectify them. Cramer has been pointing out for quite some time that the growth in AI use will also lead to higher demand for cybersecurity services. On this front, CrowdStrike Holdings, Inc. (NASDAQ:CRWD)’s 2026 Global Threat Report released on February 24th revealed that “AI-enabled adversaries” had experienced an 89% jump over 2025 across areas such as “reconnaissance, credential theft, and evasion.” HSBC upgraded the shares to Buy from Hold and set a $446 share price target on February 13th. In a tweet on the 26th, Cramer remarked that CrowdStrike Holdings, Inc. (NASDAQ:CRWD) shares could not go up if computer hardware stocks were also performing well:
“Hardware down. software up. Crowdstrike higher. They can’t both go up…”
9. Caterpillar Inc. (NYSE:CAT)
Number of Hedge Fund Holdings: 70
Agricultural, construction, and power generation machinery manufacturer Caterpillar Inc. (NYSE:CAT) has started to frequently appear on Jim Cramer’s radar. The firm’s shares are up by 117% over the past year and by 24% year-to-date. Cramer has been optimistic about the company for more than a year due to tailwinds from data center construction and power demand. More recently, he has started to explain that Caterpillar Inc. (NYSE:CAT)’s power generation equipment is in demand from hedge funds when it comes to building data centers in remote areas. The firm also confirmed the acquisition of RPMGlobal Holdings on February 17th to bring a mining software under its portfolio and bolster its equipment. Bank of America discussed Caterpillar Inc. (NYSE:CAT)’s shares in February as it raised the share price target to $825 from $735 and kept a Buy rating on the shares. BofA’s optimism was based on turbine demand and indications of no overcapacity in the market. Cramer also discussed power generation when he mentioned Caterpillar Inc. (NYSE:CAT):
“Caterpillar’s directive is to buy engines, that can produce two megawatts, thousand engines produce two megawatts in West Virginia. I mean look, you gotta focus on Caterpillar. That stock doesn’t double just. . .
“I have to tell you that I think that the resurrection of Caterpillar and the great secular growth story which started with Jim Umpleby and is now continuing with Joe Creed, is one of the more remarkable things. I want everyone to look at the Caterpillar chart and realize what could happen to a great American company if it puts it mind to it. That’s what happens. What a company.”
