| Date | Action | Conf | Host / episode | Summary | 7d | 30d | 90d |
|---|---|---|---|---|---|---|---|
| 2026-09-30 | WATCH | MEDIUM | Rob Black Show Stocks Rise After Inflation Slowed Last Month |
Caterpillar is investing $1B in a North Carolina compact-equipment plant; the host holds it as a retirement income stock that's become an AI data-center play. [audio] | — | — | — |
| 2026-09-29 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-29-26 |
Caterpillar gained about six dollars in an otherwise mixed session. [audio] | — | — | — |
| 2026-09-23 | MENTIONED | LOW | Rob Black Show Stocks Fall As Yields Shoot Higher |
Caterpillar edged higher while technology stocks were taking the brunt of the selling. [audio] | +0.4% | — | — |
| 2026-09-22 | WATCH | MEDIUM | Rob Black Show Markets Near High As Oil Falls |
Caterpillar's dividend and growth potential were presented as a combination relevant to retirement income planning. [audio] | +2.3% | — | — |
| 2026-09-21 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 9-21-26 |
Rob cited Caterpillar as an elite business to consider after large declines and described its dividend and growth potential as useful for retirement investing. [audio] | +0.4% | — | — |
| 2026-09-21 | HOLD | HIGH | Rob Black Show Stocks Rise As Oil Prices Ease |
Rob said he owns Caterpillar and praised it as an exceptional long-term growth company and Dividend Aristocrat. [audio] | +0.4% | — | — |
| 2026-09-17 | BUY | MEDIUM | Rob Black Show Afternoon podcast 9-17-26 |
Rob likes Caterpillar as a similar AI power-infrastructure story. [audio] | +0.8% | — | — |
| 2026-09-15 | MENTIONED | LOW | Rob Black Show Markets Fall As Losses Accelerate |
Caterpillar's autonomous haulage deployment in quarries was discussed as a positive AI and automation story. [audio] | +3.1% | — | — |
| 2026-08-24 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-24-26 |
Down 2% as part of broader industrial weakness. [audio] | -1.7% | +0.1% | — |
| 2026-08-24 | HOLD | MEDIUM | Rob Black Show Attention Turning To Debt |
Rob owns Caterpillar and says you don't need to own both it and Deere. [audio] | -1.7% | +0.1% | — |
| 2026-08-21 | BUY | MEDIUM | Rob Black Show Afternoon podcast 8-21-26 |
Named as a blue chip worth buying 20% off its high and as a construction/industrial beneficiary of the AI data-center build-out. [audio] | -3.3% | -2.3% | — |
| 2026-08-20 | BUY | HIGH | Rob Black Show Markets Drop Hurt By Rising Treasury Yields |
Rob disclosed Caterpillar is one of his top five or six holdings, held for retirement income but delivering an AI infrastructure play in the meantime. [audio] | +0.2% | -0.8% | — |
| 2026-08-19 | HOLD | HIGH | Rob Black Show Stock Market Is Shrugging Off Geopolitical Risks |
Rob named Caterpillar alongside Target as one of his income-in-retirement holdings he intends to keep and pass to his kids. [audio] | +0.7% | -0.9% | — |
| 2026-08-18 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 8-18-26 |
Caterpillar fell 4.6% as the selloff spilled into industrial and AI infrastructure buildout names. [audio] | -3.5% | -5.0% | — |
| 2026-08-05 | BUY | MEDIUM | Rob Black Show Afternoon podcast 8-5-26 |
Caterpillar helped lift the Dow to a record as industrial names continue attracting investors who believe infrastructure spending and reshoring are long-term themes. [audio] | -1.8% | -6.6% | — |
| 2026-08-05 | BUY | HIGH | Rob Black Show Afternoon podcast 8-4-26 |
Caterpillar rose sharply after a beat-and-raise quarter in which management said they see absolutely no slowdown in AI spending. [audio] | -1.8% | -6.6% | — |
| 2026-08-04 | BUY | HIGH | Rob Black Show Oil Prices Dropped Amid Optimism |
Caterpillar jumped 5.6% after crushing earnings at $8.17 versus $6.22 expected with a record $72.1 billion backlog, and Rob said it is one of his largest holdings and a top-five position turned AI power play. [audio] | -3.8% | -8.7% | — |
| 2026-08-03 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 8-3-26 |
Rob cited Caterpillar as an example of the dividend-oriented names he considered shifting toward at age 50 to live off dividends. [audio] | +0.9% | -4.5% | — |
| 2026-07-30 | MENTIONED | MEDIUM | Rob Black Show Semiconductors Help Drive Gains |
Caterpillar up 4.9% today; discussed in context of data center slowdown and comeback after being beat up. [audio] | +5.9% | -1.1% | — |
| 2026-07-29 | HOLD | HIGH | Rob Black Show Afternoon podcast 7-29-26 |
Caterpillar is discussed for a downgrade, price target cut, and as a stock owned by the host for its dividend and consistency. [audio] | +11.3% | +2.2% | — |
| 2026-07-28 | BUY | MEDIUM | Rob Black Show Dow Rises But Semiconductors Slide |
Caterpillar is named as an early AI adopter for improving logistics and manufacturing efficiencies. [audio] | +4.2% | -2.8% | — |
| 2026-07-27 | HOLD | MEDIUM | Rob Black Show Markets Meander As Oil Falls |
Caterpillar downgraded to hold from buy at Erste Group. [audio] | -5.0% | -5.9% | — |
| 2026-07-02 | MENTIONED | LOW | Rob Black Show Stocks Meander After Disappointing Hiring Number |
Caterpillar announced a workforce commitment in Texas as part of its $100 million initiative. [audio] | -2.6% | -15.3% | -15.2% |
| 2026-07-02 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 7-1-26 |
Caterpillar down 7% today; host owns the stock; Michael Burry reportedly has a big short position. [audio] | -2.6% | -15.3% | -15.2% |
| 2026-07-01 | SELL | HIGH | Rob Black Show Markets Start Second Half of Year After Blockbuster First Half |
Michael Burry is shorting Caterpillar, which is down 5% on the news; host notes the stock is expensive but demand is sticky. [audio] | -4.4% | -17.7% | -16.5% |
| 2026-06-30 | BUY | HIGH | Rob Black Show Afternoon podcast 6-30-26 |
Caterpillar up 3%; cited as a big winner and play on AI data center construction. [audio] | -11.7% | -23.9% | -22.9% |
| 2026-06-29 | MENTIONED | LOW | Rob Black Show Investors Weighed Pause In Iran Hostilities |
Caterpillar is mentioned as one of the Dow's heaviest weighted stocks. [audio] | -6.1% | -24.1% | -20.3% |
| 2026-06-26 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 6-25-26 |
Caterpillar up $62, closed at all-time high, best performing Dow component. [audio] | -3.4% | -10.7% | -19.1% |
| 2026-06-11 | MENTIONED | MEDIUM | Rob Black Show Stocks Rebound But Gains Limited |
Caterpillar up $27, increased dividend, continues to raise dividend at healthy pace. [audio] | +9.8% | +6.1% | -9.0% |
| 2026-06-03 | BUY | HIGH | Rob Black Show Markets Fall As Oil Prices Creep Higher |
Host notes Caterpillar trades at an all-time high, is one of his largest positions tied to income and retirement, and likes the company's move into AI-related generators. [audio] | -7.6% | +4.0% | -15.7% |
| 2026-05-28 | MENTIONED | LOW | Rob Black Show Negotiators Have Reached Deal To Extend Ceasefire |
Host mentions Caterpillar is up $3 and discusses their plan for AI coding. [audio] | +5.9% | +12.4% | -7.2% |
| 2026-05-20 | MENTIONED | LOW | Rob Black Show Markets Move Higher Thanks In Part To Declining Oil Prices |
Caterpillar is expected to report numbers, benefiting from AI data centers and construction. [audio] | +4.3% | +13.0% | -3.5% |
| 2026-05-14 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-14-26 |
Host notes Caterpillar was up 2%. [audio] | -5.9% | -1.0% | -6.9% |
| 2026-05-11 | BUY | MEDIUM | Rob Black Show Fresh Record Bolstered By Key Tech Stocks |
Noted as up $18 to $915, showing strength in materials/industrial sector. [audio] | -6.8% | -7.6% | -9.0% |
| 2026-05-07 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 5-7-26 |
Profit taking in Caterpillar was noted with a 3.4% drop. [audio] | +2.7% | +1.0% | -2.6% |
| 2026-05-06 | BUY | MEDIUM | Rob Black Show Afternoon podcast 5-6-26 |
Host mentions Caterpillar had record demand due to the need for generators in AI data centers. [audio] | -2.7% | -2.4% | -5.3% |
| 2026-05-06 | MENTIONED | MEDIUM | Rob Black Show Earnings Jump |
Caterpillar is referenced as a comparison to Cummings, described as a 'poor man's Caterpillar'. [audio] | -2.7% | -2.4% | -5.3% |
| 2026-05-05 | MENTIONED | MEDIUM | Rob Black Show Stocks Get Boost From Oil Pullback |
Caterpillar is mentioned as a company with a strong dividend and industrial equipment business, recommended for scaling in. [audio] | +0.8% | +4.0% | -8.1% |
| 2026-05-01 | MENTIONED | MEDIUM | Rob Black Show Kicking Off May With Record Levels |
Caterpillar reported a 22% increase in first quarter revenue and a record backlog in orders, indicating strong performance. [audio] | +0.9% | -1.6% | -8.9% |
| 2026-04-30 | HOLD | MEDIUM | Rob Black Show Afternoon podcast 4-30-26 |
Caterpillar is a stock that the speaker owns and has done well over the past five years. [audio] | +0.6% | -1.6% | -11.9% |
| 2026-04-30 | BUY | MEDIUM | Rob Black Show Markets Working Higher For Now |
Caterpillar is spiking today as the AI boom is fueling demand for engines and turbines. [audio] | +0.6% | -1.6% | -11.9% |
| 2026-04-28 | HOLD | MEDIUM | Rob Black Show OpenAI Sees Revenue Growth Below Target |
Host mentions not wanting his kids to oversell Caterpillar, implying to hold it. [audio] | +10.6% | +8.5% | +7.0% |
| 2026-04-20 | BUY | MEDIUM | Rob Black Show Stocks Sag After Iran Ceasefire Setback |
Host starts buying dividend stocks like Caterpillar. [audio] | +3.8% | +9.3% | +10.3% |