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THE TABLES HAVE TURNED
CAT Stock Insider Buying & Street Price Targets, Offside Capital
While retail traders were being told to buy Caterpillar (CAT) due to its recent power and energy backlogs in the AI boom…
Insiders were selling all through 2026.
It was only after the price declined by more than 50% from the all-time highs that they began to add exposure to the stock again.
Specifically:
Once a 50% decline erased most (if not all) of the AI premium
In other words,
Caterpillar’s price is back to resembling its core construction and machinery sales business, and no longer carrying a speculative multiple on top of it due to AI demand promises and data center construction booms.
This is exactly why I (and Premium members) bought the stock.
Because, in the worst case…
Current valuations represent a discount to the core operating business, and that business has been growing upwards of 30% this year as GDP and PMI turns defensive.
Then,
A best-case scenario could point us to a revival of the AI speculation gains, backed by the realization that midterm election fears on data centers didn’t turn out as bad as everyone expected.
That’s what I’m aiming for here.
Tails I win, heads I win even more.
You won’t find that by trading what everyone loves or shares on the internet…
The better opportunities are often misunderstood by the masses, and that’s what makes them opportunities in the first place.
Today, I want to walk you through the reasons why Caterpillar may still be a great buy, and what my valuation targets are.
It already trades 50% off the highs, and by the way our analysis indicates it could go a heck of a lot higher than that!
Let’s get into it,
Caterpillar Lost its AI Premium, Now I Want the Company.
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