A topic that doesn't get a lot of airtime is the constant sequence of industry and client side workshops, training courses and conferences that CAT either run or have prominent speaking positions in. Shows their underlying dedication to the sports science and performance outcomes of the product.
This is a big underlying competitive advantage that doesn't necessarily pay dividends early but will be key to cementing our leadership position over time.
CAT Price at posting:
88.0¢ Sentiment: Hold Disclosure: Held