27 Stocks on Jim Cramer’s Radar Including AI Winners Like Intel, Eaton, and More

10. Caterpillar Inc. (NYSE:CAT)

Caterpillar Inc. (NYSE:CAT) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. It was one of the stocks that Cramer mentioned during the episode, and he said:

You need backup power. That’s Caterpillar and Cummins and Generac. As for the actual builders, CoreWeave, Oracle, they’re the ones putting them up as well as some private equity firms, Brookfield, Blue Owl, Blackstone, among many others.

Caterpillar Inc. (NYSE:CAT) provides heavy machinery, engines, turbines, and rail equipment. In addition, the company offers power systems, parts, and support that keep the equipment working. During the April 30 episode, Cramer noted that the company is benefiting from the data center build-out. He remarked:

I remember the days when our economy ran only on the consumer… However, with the arrival of data centers, no surprise to see that Caterpillars on the list of hottest stocks, up 10% today… It’s got a ton of business from the data center build-out. In a new twist, though, investors, actual investors, are putting together groups, buying and then going and buying, okay, get this, buying hundreds if not thousands, of engines, CAT engines.

They’re stringing them up… And they are taking the natural gas from the hills in West Virginia, pumping it through these actual Caterpillar engines and building their own power plants basically off the grid. And this is just driving a huge amount of business for CAT. I was always worried these guys might have too much inventory. After I heard that story, I worry they don’t have enough. And again, if the power grid has to get much bigger, that means a lot of construction for the utilities. Who do you think they’re going to call? That’s right, Caterpillar, and a huge number of workers. Again, strong for the economy.