Does CAT Stock's Surge Offer Your Portfolio Real Power Or Just More Market Risk? (opens in new tab)

The heavy-machinery giant is riding a wave of data center demand, but what that means for your portfolio is a more nuanced story. Caterpillar (CAT) stock has been on a tear, jumping 11.7% in just 5 trading days while the S&P 500 managed a 2.1% gain. The catalyst isn't a mystery.