Who supplies Caterpillar, who buys from it, and who competes with it. Membership is a disclosed business relationship, not a keyword match, and every row carries the sentence that proves it.
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Supply Chain & Partner Read-Through EngineActive
Proactive revenue read-through alerts whenever Caterpillar files 8-Ks, announces contracts, or beats guidance.
11 companies with a disclosed relationship to Caterpillar · 5 asserted but unconfirmed, hidden
| Ticker | Relationship | Role | Price | Market Cap | P/E | 1D | From High | Mentions | Catalyst Materiality | Alert |
|---|---|---|---|---|---|---|---|---|---|---|
| Components (3) | ||||||||||
| CMI | Engines and powertrain components | supplier | - | - | - | - | - | 26 | 20% exp79 | |
| PH | Hydraulics and motion control | supplier | - | - | - | - | - | 18 | 15% exp77 | |
| ETN | Electrical and power systems | supplier | - | - | - | - | - | 10 | 15% exp77 | |
| Materials (2) | ||||||||||
| NEM | Mining equipment buyer | customer | - | - | - | - | - | 17 | 15% exp77 | |
| FCX | Mining equipment buyer | customer | - | - | - | - | - | 2 | 15% exp77 | |
| Energy Counterparties (1) | ||||||||||
| CVX | Oil and gas equipment | customer | - | - | - | - | - | 2 | 15% exp77 | |
| Cloud & Neocloud (1) | ||||||||||
| MSFT | Backup power generation for data centers | customer | - | - | - | - | - | 2 | 15% exp77 | |
| Competitor (4) | ||||||||||
| CNH | Agriculture and construction equipment | competitor | - | - | - | - | - | 28 | 20% exp79 | |
| PCAR | Trucks and heavy equipment | competitor | - | - | - | - | - | 21 | 15% exp77 | |
| DE | Construction and agriculture equipment | competitor | - | - | - | - | - | 17 | 15% exp77 | |
| GE | Power generation equipment | competitor | - | - | - | - | - | 1 | 15% exp77 | |
Every row is backed by a quote from an earnings call or an SEC filing. Mentions counts how often the relationship is named across the last four quarters, which is why the most dependent companies sort to the top of each group. Catalyst Materiality computes hardware bottleneck exposure and priority.