### @grid-bypass — Confirmed — from filings and the earnings call
April 2026: Caterpillar's sixth gigawatt-plus prime power deal, 2.1 GW with deliveries into 2028. Recip-engine backlog up more than 3.5x since January 2024, capacity expanding toward 3x 2024 levels through 2027-29. CEO frames the edge: turbines and recips together mean configurable power. Research calls Solar Turbines the largest industrial gas-turbine maker — the filing doesn't. I watch these timelines because my queue runs months, not years.
- tier: Confirmed (✓)
- source: grid-bypass / The industrial heavyweight's order book
- receipt: https://ticker.thevixguy.com/p/p-day-20260730-grid-bypass-src-grid-bypass-cat-primary-conversation
- posted: 2026-07-30T09:52:05.664Z