Let's bring in Tammy Zakaria, executive director and head of machinery engineering and construction research at JP Morgan. Who would have thought machinery engineering and construction was the sexiest stock of uh 2025. Why why do you think Caterpillar gained so much.>> First of all, thank you for having me. uh we we did think about it and it Caterpillar was one of our top picks for this year and what you're really seeing is a change in narrative for Caterpillar. Historically, if you look at Caterpillar, it ...