Caterpillar used its Q4 earnings call to spotlight a new customer AI tool and a broader push into connected equipment, digital services and autonomy as demand tied to data center construction and infrastructure work lifted sales results.
The company introduced a new “Cat AI Assistant,” which CEO Joe Creed said will help customers more easily buy, maintain, manage and operate Caterpillar equipment. The tool is part of a wider strategy that includes condition monitoring, tech-enabled machines and expanded ecommerce capabilities as Caterpillar works to grow services revenue from $24 billion in 2025 toward a goal of $30 billion by 2030.
Caterpillar said it expanded its connected fleet to more than 1.6 million assets in 2025 and continues to invest in digital monitoring and service tools designed to improve uptime across construction, mining and power equipment.
How Caterpillar grew sales in Q4 2025
The company is also advancing autonomy in mining. Creed said Caterpillar ended the year with 827 autonomous haul trucks in operation, up from 690 a year earlier. He pointed to a recent agreement through a Brazilian dealer to provide Vale with an autonomy solution for a mixed fleet of more than 90 trucks.
Executives said the AI-driven buildout of data centers is reshaping demand for Caterpillar’s power generation business while reinforcing the need for digital tools and services that support equipment performance. Power generation sales climbed in 2025, driven by large generator sets and turbines used in data center applications. Creed highlighted a newly announced order for 2 gigawatts of reciprocating generator sets to support the Monarch Compute Campus, one of four recent prime-power data center orders exceeding 1 gigawatt each.
Caterpillar also pledged $25 million to workforce development tied to advanced industrial technology, which Creed described as essential to supporting the physical infrastructure behind the digital economy.
Caterpillar reported Q4 2025 sales and revenue of $19.1 billion, up 18% from $16.2 billion a year earlier.
Fourth-quarter net income rose to about $2.6 billion, an increase of 11% from $2.35 billion in the prior-year period. For the full fiscal year 2025, Caterpillar posted record sales and revenue of $67.6 billion, up 4% from $65.0 billion in 2024.
Full-year net income increased to about $10.0 billion, a gain of 5% from $9.5 billion the previous year.
Executives said Caterpillar will continue increasing investment in digital and technology initiatives in 2026 as part of a strategy centered on commercial excellence, advanced technology leadership and operational transformation.
Sign up
Sign up for a complimentary subscription to Digital Commerce 360 B2B News. It covers technology and business trends in the growing B2B ecommerce industry. Contact Mark Brohan, senior vice president of B2B and Market Research, at mark@digitalcommerce360.com. Follow him on Twitter @markbrohan. Follow us on LinkedIn, X (formerly Twitter), Facebook and YouTube.
FavoriteThe post Caterpillar debuts “Cat AI assistant” and expands digital services appeared first on Digital Commerce 360.
from Digital Commerce 360 https://ift.tt/gopaGZD
0 Comments