Caterpillar (CAT)
Largest genset supplier globally. Behind-the-meter power for DCs.
- Ticker: CAT
- Sector: power equipment (genset)
- DC exposure tier: mid
Caterpillar (CAT) is a moderate-exposure data-center supply-chain name in the power equipment sector. Data Center Index tracks Caterpillar's capex history, project wins, and supplier exposure across the AI infrastructure buildout — refreshed daily from SEC filings and project announcements.
Data center exposure rationale
Backup gen-set demand for DCs is a stated growth driver in Energy & Transportation, but Construction Industries and Resource Industries still drive most revenue.
Tracked Caterpillar data center projects
- Hyperion AI DC (Louisiana) — 5.0 GW, Richland Parish, LA · under construction
- Stargate I — 1.2 GW, Abilene, TX · under construction
- OpenAI Stargate Abilene — 1.2 GW, Abilene, TX · operational
- Crusoe Abilene Expansion — 941 MW, Abilene, TX · operational
- AWS Northern Virginia — 770 MW, Loudoun County, VA · under construction