Luck Stone is expanding its use of Caterpillar's autonomous hauling technology to two additional quarry sites in Virginia. The aggregates producer will deploy the system across fleets of Cat 775 trucks at its Boscobel and Bealeton locations, marking the first deployment of Caterpillar's autonomous solution on this truck model. The expansion follows a successful collaboration at Luck Stone's Bull Run site, where autonomous technology improved safety and production consistency whilst creating new skill development opportunities for workers. Caterpillar's autonomous trucks have collectively hauled over 13 billion tonnes and travelled more than 455 million kilometres with no reported injuries. The implementation is supported by local Cat dealer Carter Machinery and integrates with complementary technologies for loaders and other site equipment. Luck Stone, the largest family-owned aggregates producer in the US, views autonomy as a way to address industry challenges including safety, consistent production and talent development.

Caterpillar stock rose 94% over the past twelve months, driven partly by surging data center demand. Power generation sales to users grew 72% in the second quarter of 2026, with the Power & Energy segment booking $8.2 billion in sales. The company is racing to expand capacity, lifting new turbine production to 2.5 times 2024 levels. Lead times on gas prime power now extend to late 2028, with some orders placed as far out as 2030. However, analysts question whether data center demand will sustain through the decade. At $805 per share, Caterpillar's valuation assumes 17.4% annual revenue growth. Management expects new capacity to reach cash payback by decade's end, but aftermarket revenue from installed units won't materialise until after 2030. If data center orders cool before capacity investments pay off, growth could fall short of market expectations.

Caterpillar Inc. has announced a collaboration with FieldAI to deploy artificial intelligence, robotics, and digital twin technology across industrial jobsites and manufacturing facilities. The partnership combines Caterpillar's operational data and engineering capabilities with FieldAI's robot-agnostic autonomy software and foundation models. Initial applications include autonomous inspections, real-time digital twins of facilities, and situational awareness tools. The companies are using Nvidia accelerated computing and Nvidia Omniverse technologies to develop high-fidelity digital twins based on operational data. FieldAI has raised more than $400 million from investors including Bezos Expeditions, Khosla Ventures, Temasek, and NVentures. Caterpillar reported sales and revenues of $67.6 billion for 2025. No financial terms for the collaboration were disclosed.