Caterpillar
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Caterpillar (CAT) investor relations material

Caterpillar CES 2026 Keynote summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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CES 2026 Keynote summary7 Jan, 2026

Innovation and transformation in heavy industry

  • Heavy industry is being redefined through data, autonomy, and AI, moving from traditional machinery to intelligent, connected systems.

  • AI and machine learning are embedded into global fleets, enhancing efficiency, safety, and sustainability.

  • Leadership is focused on scaling smarter and integrating advanced technology across construction, mining, and power sectors.

  • The physical infrastructure supporting digital technology is being made more intelligent and responsive.

  • Partnerships, especially with NVIDIA, are central to advancing AI-driven solutions in harsh environments.

Digital foundation and AI integration

  • The Helios digital platform unifies data from 1.5 million connected assets, enabling real-time insights and AI deployment.

  • Cat AI Assistant, a multi-modal AI platform, supports customers with maintenance, diagnostics, and operational guidance.

  • AI agents proactively flag issues, recommend actions, and provide step-by-step support for technicians and operators.

  • Edge AI, powered by NVIDIA Thor, ensures real-time, private, and reliable AI support even in remote locations.

  • The digital ecosystem is designed for seamless integration, safety, and reliability in daily operations.

Autonomy and advanced machine intelligence

  • Autonomous mining fleets have moved over 11 billion tons and traveled 385 million kilometers without injury.

  • Autonomy addresses labor shortages, safety, and productivity, moving operators into safer, tech-enabled roles.

  • Fully autonomous fleets are operational in quarries, with construction sites as the next major frontier.

  • AI-powered fleets use LIDAR, radar, GPS, and cameras to create a digital view of job sites, enabling adaptive, intelligent teamwork.

  • New roles and skills are emerging as autonomy orchestrates entire job sites, not just individual machines.

Cat AI Assistant's impact on skill gaps
Caterpillar's strategy for construction autonomy
How will the $25M workforce fund be deployed?
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Q4 202529 Jan, 2026
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Frequently asked questions

The world’s largest manufacturer seller of construction equipment

Caterpillar is not only the world's largest manufacturer and seller of construction equipment, but also a producer of mining equipment and generators, turbines, and engines. With hundreds of manufacturing and servicing locations - over 160 locations spread out in more than 193 countries - Caterpillar has helped create our roads, bridges, airports, yeah, simply the entire global infrastructure for almost 100 years. Some of Caterpillar’s main competitors are Deere & Company, Astec Industries, and Colombus McKinnon.

Replacing wheels with tracks

Caterpillar was founded through the merger of the two competitors Holt Manufacturing Company and C. L. Best Tractor Co. and currently has more than 4 million branded products in the iconic Hi-Way Yellow color at work around the world.

Fun fact: when Benjamin Holt replaced the rear wheels from one of his steam tractors with a pair of tracks to better deal with soft soil, the company photographer famously exclaimed that the machine crawled like a big…caterpillar and the company name was born.

More than only construction equipment

In addition to being a leading manufacturer, Caterpillar has branched into several other, maybe unsuspected operations. For example, the company makes durable smartphones for the industrial market and makes money from licensing agreements regarding its trademarked Hi-Yellow colored brand - with products in categories such as apparel, eyewear, games, scale models, toys, knives, and watches. Their brand is truly synonymous with high-performance products built to last.

Caterpillar has ongoing projects to reduce the cyclicality of its business by investing heavily in its services and aftermarket parts operations. Recent supply chain pressures, for example, were overcome by strong growth in services. 

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