Opinions Zachary Curry 
CaterpillarCATBUY ON WEAKNESSNov 19, 2013
Zachary Curry Stock price when the opinion was issued
As of Jun 05, 2026. Market Open.
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Has seen many upgrades. Their earnings were out of control. They have $60 billion in backlog orders, and revenues up over 20%. Loves it.
Kevin Simpson
Equipment dealers are a great place to be -- pass through inflation very well, good plays on mining and global growth. TIH and FTT have the same type of chart, but not so much with WJX.
Technically, over its skis. So don't buy here. But the theme has legs for the next 3-5 years. FTT is a better deal (but at a lower level as well).
All 3 of the Top Picks today involve taking a bit of money away from the infrastructure plays.
This name plus WMT have been using AI the most and for the longest. Has autonomous and semi-autonomous machines. For those machines that have drivers, they just launched a CAT-AI system -- like having a friend and a coach in the cab. AI is being used for predicting and for supply chains.
His 12-month price target is $750. Buy 1/3 here, another ~$645, and the final 1/3 ~$605. Yield is 0.89%.
Kim Bolton
Took advantage by buying a half position when it dropped to the mid-$70s. Has good exposure on the resource side. If there is some good news out of China, it could pop. From a company’s point of view, they are doing good things with what they have. They sell equipment and parts, but are starting to get into the service side a little where they are monitoring and gathering data on equipment and customers, which allows them to get another revenue stream.