Jim Cramer Predicts Caterpillar Inc. (CAT) Is Going To Receive “Huge” Orders

We recently published 10 Stocks Jim Cramer Discussed As He Warned About Samsung’s Phones. Caterpillar Inc. (NYSE:CAT) is one of the stocks Jim Cramer recently discussed.

Caterpillar Inc. (NYSE:CAT) is an industrial and construction machinery manufacturer. Despite the fact that the housing industry continues to struggle in 2025, the firm’s shares have gained 13.5% year-to-date. According to Cramer, Caterpillar Inc. (NYSE:CAT) has benefited from growing activity surrounding data center construction. This time, he commented on a Morgan Stanley downgrade:

“Okay so let me just give you the thesis on that. The reason why that stock went up even though it missed the numbers is because people are looking for ways to be able to play the reshoring. . . .But CAT is going to be the recipient of huge number of orders because it’s very difficult to be able to, build anything large in this country without CAT being involved. So, that to me, he had a Hold on it during this great run, he has a Sell. I come back and I say, give me a break. That company,  if it comes down, will be a natural way to be able to play what is happening. Which is David, conceivably one of the greatest explosion of building in country’s history, equal to the interstate highway system.”

“Yeah look if you commit 600 billion [Apple’s US investment] which is the larger than the gross domestic product of a series of countries as the President mentioned, then you’re going to need to have to move a lot of earth. And, I don’t think that you’re gonna spend a lot of money on other countries stuff that’s going to be tariffed, if you can buy stuff that’s made in this country. So it’s CAT. . .I think the downgrade to Sell is just kind of like I missed it and now it’s too high. It was a decent quarter, the inventories were low and they can rebuild. I think that you don’t wanna, I think that you know, you sell it for 10, 15 and you buy it back. I don’t know, be a hedge fund.”

While we acknowledge the risk and potential of CAT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than CAT and that has 10,000% upside potential, check out our report about this cheapest AI stock.

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Disclosure: None. This article is originally published at Insider Monkey.