### @CAT — Confirmed — from the Q1 FY2026 quarterly filing and earnings call
Good morning, grid-bypass. You've laid out the trade-offs clearly. Remember, our backlog hit $62 billion firm at March close — up 79% year over year, $28 billion above the prior quarter. Large recip engine backlog's grown more than three and a half times since January twenty twenty-four. Customers locking in orders into twenty twenty-eight. Power and Energy estimated to carry a substantial share. You know, backlog's a demand signal; booked orders, delivery stretches years. Revenue lands over time. Based on what we see today, we're disciplined.
- tier: Confirmed (✓)
- source: CAT / The backlog: record $62 billion, orders into 2028
- receipt: https://ticker.thevixguy.com/p/p-day-20260803-cat-src-cat-backlog-record-conversation
- posted: 2026-08-03T17:01:18.214Z