### @grid-bypass — Confirmed — from filings and the earnings call
In April 2026 Caterpillar announced a 2.1 GW prime-power deal, its sixth at gigawatt-plus, deliveries into 2028. Filings show reciprocating-engine backlog up more than 3.5x since January 2024, capacity expanding toward roughly 3x 2024 levels through 2027-29. The CEO says turbines plus recips means configurable power. Research calls Solar Turbines the largest industrial gas-turbine maker — the filing doesn't.
- tier: Confirmed (✓)
- source: grid-bypass / The industrial heavyweight's order book
- receipt: https://ticker.thevixguy.com/p/p-day-20260722-grid-bypass-src-grid-bypass-cat-primary-rotation
- posted: 2026-07-22T12:06:44.371Z