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Caterpillar Inc. is poised to benefit from a surge in data center construction anticipated in 2026, driven by increased demand for AI computing. Analyst Chad Dillars notes that major tech companies may turn to onsite energy production, positioning Caterpillar as a key supplier of alternative engines and turbines, potentially securing around $15 billion in new contracts. This shift towards decentralized energy solutions enhances investor confidence in Caterpillar, which also offers a 0.93% dividend yield.