Caterpillar Inc. ( CAT ) ( CATR:CA ) should benefit from secular demand from data centers and AI infrastructure buildout. The company’s Energy and Transportation segment (renamed Power and Energy) is benefiting from the increasing demand forI have over 15 years of experience investing and have provided research services to mid-sized hedge funds with assets under management between $100 and$500 million. I also have had a brief stint as a sell-side analyst. I am now focusing primarily on managing my own mone ...