FARM & HEAVY CONSTRUCTION MACHINERY

Sep 29, 2026

A federal lawsuit has been filed by the Equal Employment Opportunity Commission (EEOC) against Wagner Equipment Co., a Colorado Caterpillar dealer. The suit alleges the company violated the Americans with Disabilities Act (ADA) by firing a long-serving painter who couldn't pass a fitness test based on an outdated standard, despite the company having lowered the required physical demands for her role. The worker had suffered a knee injury and was tested on a "Heavy" classification requiring 100-pound lifts, even though her position had been reclassified to "Medium" with a 50-pound maximum lift while she was on medical leave.

Sep 29, 2026

Princeton Equity Group, co-headquartered in Dallas and Princeton, New Jersey, has successfully closed its latest fund, raising over $1 billion in just two months. This significantly oversubscribed fund surpassed its hard cap of $875 million. The article also mentions AT&T's announcement of a $3 billion fiber purchase and Caterpillar's recent acquisition.

Sep 29, 2026

Caterpillar is set to acquire the Fenton-based Fabick Cat dealership, a century-old family-owned business. This acquisition follows an ownership dispute within the dealership. Diana Barr of the St. Louis Business Journal reported on the sale.

Sep 29, 2026

A 1979 John Deere 4440 tractor with 3,651 hours recently sold for $53,000 at a farm retirement auction in Iowa, marking it as "Machinery Pete's Pick of the Week." This sale reflects a strong ongoing trend of high prices for John Deere 4440s, with the top seven highest auction prices occurring since November 2022. The article also highlights strong sales of other mid-horsepower tractors and a significant supply crunch in late-model used equipment, driving up auction prices.

Sep 29, 2026

Caterpillar (NYSE:CAT) has announced an agreement to acquire John Fabick Tractor Company, an independent Cat dealer that serves customers in Wisconsin, Michigan's Upper Peninsula, and parts of Missouri and Illinois. The acquisition, which is subject to regulatory approval and other closing conditions, is expected to be finalized within 30 days. This move aims to ensure continuity of customer service and maintain local support capabilities following the ownership transition.

Sep 29, 2026

John Deere is recalling over 60 workers to its Waterloo, Iowa, operations this fall, part of a larger effort that has brought back around 900 employees to Iowa and Illinois plants since January. This recall aims to address employee attrition, meet customer demand, and build dealer inventory following significant layoffs between 2023 and 2025. The company's recent actions occur amidst ongoing labor tensions, as United Auto Workers members recently rejected a contract extension offer, citing concerns over job security.

Sep 29, 2026

Caterpillar's stock has seen significant growth, rising over 76% in the past year and reaching an all-time high in late June. Despite this strong performance, which includes record revenues and a substantial backlog, the article suggests a stock split is unlikely in the near future. While stock splits don't fundamentally change a company's value, investors are advised to look for other investment opportunities.

Sep 29, 2026

Bank of America Corp DE recently acquired a new stake of 352,225 shares in Wabash National Corporation (NYSE:WNC), valued at approximately $4.76 million. Other institutional investors like BlackRock and Bank of New York Mellon also established or increased their positions, with institutional investors now owning 97.05% of the company. Wabash National reported a quarterly loss that beat estimates, but revenue declined year-over-year, and analysts anticipate a full-year loss of $2.41 per share, leading to a consensus "Hold" rating for the stock.

Sep 29, 2026

Bank of America Corp DE has acquired a new position in Titan International, Inc. (NYSE:TWI), purchasing 570,272 shares valued at approximately $4.4 million in the second quarter. This move makes Bank of America a significant institutional holder with about 0.88% of the company, contributing to the 80.39% institutional ownership. Despite exceeding recent quarterly EPS and revenue expectations, the company remains unprofitable, with analysts forecasting a full-year EPS loss.

Sep 28, 2026

This article identifies five industrials stocks—Enovix (ENVX), Eos Energy Enterprises (EOSE), Planet Labs PBC (PL), Lyft (LYFT), and Caterpillar (CAT)—that are showing "whale alerts" based on unusual options activity. Whale alerts indicate significant transactions by large investors, which can suggest potential trading opportunities. The report details specific call and put option trades, their sentiment (bearish or bullish), expiration dates, strike prices, and total trade values for each company.

Sep 28, 2026

This article analyzes the hypothetical return on a $1000 investment in PACCAR (NASDAQ: PCAR) made five years ago. PACCAR has outperformed the market, achieving an average annual return of 15.95% over that period. The initial $1000 investment would now be worth $2,110.02, demonstrating the power of compounded returns.

Sep 27, 2026

This article examines three major farm-related stocks—Deere, Archer-Daniels-Midland (ADM), and Bunge Global—highlighting their dividend prospects and financial performance. It discusses how each company generates income from different parts of the agricultural supply chain and analyzes their dividend safety, bull cases, and risks, providing insights into which stock might best suit various investor portfolios.

Sep 26, 2026

Columbus McKinnon Corp (CMCO) shares surged 5.0% to $16.83, making the stock appear significantly undervalued by GF Value at $39.11, despite a GF Score of 59/100 indicating average overall performance with notable weaknesses in financial strength and growth. Insider activity shows balanced buying and selling, suggesting caution among insiders, while guru investors show mixed sentiment but slightly more additions to positions. Investors are advised to proceed with caution due to the company's financial instability and potential value trap.

Sep 26, 2026

Caterpillar (NYSE:CAT) is experiencing a powerful surge in demand, driven by its critical role in providing power generation gear for the burgeoning data center industry, fueled by artificial intelligence. The company's record order backlog across construction, mining, and energy sectors underscores its strong market position. This makes Caterpillar an unexpected, yet significant, investment opportunity within the AI infrastructure boom, demonstrating how its industrial roots are intersecting with high-growth technology sectors.

Sep 26, 2026

Deere (NYSE:DE) is expanding its integration of artificial intelligence and autonomy across its agricultural and construction machinery to help growers optimize operations and increase precision. The company views smart machinery as a key strategy to enhance customer loyalty and differentiate its products, especially as demand for traditional agricultural equipment cools. This technological push positions Deere to capitalize on trends like precision agriculture and automation, addressing labor shortages and sustainability goals in the industrial sector.

Sep 26, 2026

Atlas Energy Solutions Inc. (AESI) stock surged by 15.38% after its subsidiaries secured major AI power deals, including cost reimbursement and equipment purchase agreements for over 600 MW of power for data-center projects. This strategic shift positions AESI as an integrated energy and power solutions provider, moving it away from traditional oilfield services tied to commodity cycles. Despite previous analyst rating cuts, the company's financial overview shows strong revenue growth and moderate valuation, with these new contracts expected to drive future growth.

Sep 26, 2026

Caterpillar (CAT) has seen its stock surge by 37% year-to-date, largely due to strong earnings and its expanding data-center power generation business, leading to a premium valuation. While construction remains a core segment, the company's diversification into power generation for AI data centers is a significant growth driver, bolstering its backlog. However, its high valuation, potential normalization in construction spending, and tariff risks pose challenges for future growth.

Sep 25, 2026

Atlas Energy Solutions Inc. (NYSE: AESI) stock jumped Friday after the company announced equipment-purchase and cost-reimbursement agreements tied to AI data center projects, expanding its business into private power infrastructure. These deals, including agreements for additional Caterpillar generation equipment, are designed to reduce supply-chain and project timing risks for future power purchase agreements. Despite the rally, AESI's technical setup remains mixed, with the stock above its 50-day SMA but below its 100-day and 200-day SMAs, and analysts maintaining a cautious outlook.

Sep 25, 2026

Atlas Energy Solutions Inc. (NYSE: AESI) saw an 18.20% stock jump after its subsidiaries signed cost reimbursement agreements with a leading AI lab. These agreements secure power generation equipment for data center projects and include a separate purchase for 328 megawatts of generating capacity, aligning with existing agreements with Caterpillar. The move positions Atlas as a key energy solutions provider for critical infrastructure, particularly in the growing demand for AI power.

Sep 25, 2026

Potain MC 310 K12 and MC 205 B tower cranes are being used for the construction of new presidential palaces in Nusantara, Indonesia, supplied by PT Potaindo Machinery. These cranes provide essential lifting and technical support for the State Palace and Garuda Palace, highlighting their reliable performance for demanding project timelines. The project has also achieved Zero Accident certification, emphasizing safety during construction.

Sep 25, 2026

Argus has raised its target price for Eldorado Gold Corporation (EGO) to $49.00. The company is a gold and base metals producer with operations in Turkey, Canada, and Greece. The report, dated September 23, 2026, also notes a current stock price of $41.92.

Sep 25, 2026

Toro (TTC) has been using share buybacks to offset a decline in earnings per share, with net income falling over the past three years while EPS fell less due to fewer shares. The company's strong free cash flow, supported by low reinvestment needs and improved working capital, has funded these buybacks and dividends. While recent quarterly results suggest a potential profit turnaround with sales growth, the stock's current valuation already prices in this recovery, making its future performance dependent on continued margin expansion beyond its current productivity program.

Sep 25, 2026

Bank of America Corp DE acquired 106,007 shares of Alamo Group, Inc. (NYSE:ALG) during the second quarter, valued at approximately $17.4 million, giving them a 0.87% stake in the company. Institutional investors collectively own 92.36% of Alamo Group. The company recently reported better-than-expected quarterly earnings and revenue, while analysts maintain a "Moderate Buy" rating with an average price target of $188.

Sep 25, 2026

Envestnet Asset Management Inc. increased its stake in Enbridge Inc. (NYSE:ENB) by 0.7% in the second quarter, now holding 3.84 million shares valued at $208.4 million. Enbridge has a "Moderate Buy" consensus rating from analysts with a target price of $71.17, and reported strong quarterly earnings exceeding estimates. The company also offers an annualized dividend of C$3.88 per share, yielding approximately 8.2%.

Sep 25, 2026

This article compares Caterpillar (CAT) and Corning (GLW) as industrial stock investments in 2026, analyzing their financial performance, risk profiles, and valuations. While Caterpillar excels in heavy machinery for construction and mining, Corning leads in materials science, particularly optical fiber for AI infrastructure. Both companies exhibit solid fundamentals but trade at high price-to-sales ratios, reflecting their status as premier industrial stocks, with the author suggesting Corning for AI-bullish investors and Caterpillar for those seeking broader industrial diversification.

Sep 24, 2026

Deere & Co. (DE) stock fell by 2.05% on Thursday, closing at $694.94, despite a three-day winning streak. This underperformance occurred during a generally dismal trading session, with the S&P 500 Index experiencing a slight decrease of 0.02% and the Dow Jones Industrial Average falling 0.31%.

Sep 24, 2026

Several stocks including Gibraltar, Titan International, Hyster-Yale Materials Handling, Greenbrier, and Boise Cascade experienced declines after the 10-year Treasury yield surged to 5.14%, its highest level since 2007, and energy prices rebounded. The rise in borrowing costs and the increased attractiveness of government bonds over riskier assets like equities contributed to the market downturn. Gibraltar, in particular, saw its shares fall 4% and has been highly volatile, having previously missed its Q4 and full-year 2025 guidance.

Sep 24, 2026

Paccar Inc. (PCAR) stock declined by 1.27% to $110.67, marking its eighth consecutive day of losses. Despite this, the stock outperformed the broader market, as the S&P 500 Index (SPX) fell by 0.02% and the Dow Jones Industrial Average (DJIA) dropped by 0.31% on the same trading day.

Sep 24, 2026

Kodiak AI and DTL Transport have successfully completed their first autonomous trucking deliveries in California, utilizing a new permit from the California DMV. This pilot program involves hauling perishable goods between Fresno and Los Angeles, aiming to understand how autonomous operations can enhance supply chain resilience, reliability, and safety while potentially mitigating rising food costs. The collaboration highlights California's role in freight innovation and paves the way for further expansion of autonomous trucking technology.

Sep 24, 2026

4Rivers Equipment, a Greeley-based dealer, is celebrating its 100th anniversary by receiving its 10th John Deere Onyx Circle Award. This award recognizes top-performing John Deere dealerships for their excellence in customer support, operational performance, and leadership. The company attributes this achievement to its dedicated employees, strong customer relationships, and continuous adaptation to changes in equipment and technology.

Sep 24, 2026

ProPetro Holding Corp has secured new contracts to provide approximately 230 megawatts of power to support Targa Resources Corp's Permian Basin operations, bringing PROPWR's total committed capacity to about 510 MW. This strategic move allows PROPWR to redeploy capacity and targets additional megawatts for potential data center deployments in 2027 and beyond. The long-term contracts are expected to be fully deployed by early 2028, supporting Targa's natural gas processing infrastructure.

Sep 24, 2026

This article compares the dividend growth potential of Caterpillar and Exxon Mobil, highlighting their recent financial performances and dividend increases. While Exxon offers a higher current yield and a longer dividend growth streak, Caterpillar's lower capital expenditures and strong sales growth, particularly in power generation, suggest it has more significant headroom for future dividend increases. The analysis points to Caterpillar as the winner for dividend growth, despite Exxon being a strong choice for income investors.

Sep 24, 2026

Bank of America has raised its price target for Deere & Company (NYSE:DE) to $715.00 from $667.00, suggesting a potential upside of 0.79% from its previous closing price. This adjustment comes amidst a generally positive analyst sentiment, with the stock holding a "Moderate Buy" rating and a consensus target price of $686.10. Deere recently surpassed earnings estimates, reporting an EPS of $5.10 against a $4.69 consensus, and revenue of $12.61 billion, marking a 6.2% year-over-year increase.

Sep 24, 2026

Applied Materials (AMAT) stock has seen a 5-day winning streak, increasing its market value by $47 billion and gaining 14%, despite recent weaker performance over the past one and three months. While its operating margin is strong, revenue growth is below the S&P 500 Information Technology median. The article suggests that while such a streak signals momentum, investors should evaluate the business fundamentals against the new price.

Sep 24, 2026

Manitowoc (NYSE:MTW) recently hit a new 52-week high of $23.17, despite closing down 0.8% at $22.58. The company significantly surpassed quarterly earnings expectations, reporting $0.46 EPS against an $0.11 consensus and revenue of $594.9 million, a 10.3% year-over-year increase. Despite this performance, analysts maintain a cautious "Sell" rating with an average price target of $14, considerably below its current trading price, while institutional investors hold approximately 78.7% of its shares.