CLAIM #13727 · CAT (CAT) · 2025Q4 earnings call · Jan 29, 2026 · due Dec 31, 2026
“Adoption is expected to accelerate given our proven solution, our expansion into quarries, and our ability to support mixed fleets.”
Joe Creed · CEO
How to check this claim
Look at: Number of Cat autonomous haul trucks in operation (year-end count)
It came true if: Year-end 2026 autonomous haul truck count higher than 827 (2025 year-end figure), with growth rate exceeding the 2024-2025 increase of 137 trucks
Where: Company-disclosed autonomous fleet figures (earnings call commentary / investor presentations)
In context
“time. Andrew will share more about our cash deployment plans for 2026 in a moment. Turning to slide five. I'll highlight the advancements we made towards our 2030 targets in our three primary segments. In 2025, Construction Industries' growth outpaced the global industry supported by the success of our merchandising programs. As a result, full-year total sales to users growth was 5%, advancing our progress towards the 2030 goal of growing 1.25 times the 2024 baseline. In Resource Industries, customer interest in our autonomous hauling solution remains strong. And we're making steady progress towards our 2030 goal to triple the number of CAT autonomous haul trucks in operation compared to 2024. We ended the year with 827 autonomous haul trucks in operation, up from 690 at the end of 2024. Adoption is expected to accelerate given our proven solution, our expansion into quarries, and our ability to support mixed fleets. For example, last month Caterpillar and Sotrak, our dealer in Brazil, announced an agreement to provide Vale with an autonomy solution for a mixed fleet of more than 90 trucks. Power and energy delivered meaningful progress towards our 2030 goal to more than double power generation sales compared to 2024. In 2025, power generation sales exceeded $10 billion, which is year-over-year growth of more than 30%. We're also on track in our multiyear effort to double our large engine capacity and more than double our industrial gas turbine capacity. As we've discussed, the additional capacity will serve a broad range of applications, and the phasing will occur between now and 2030. Now on slide six. I'll provide our 2026 outlook. Overall, we anticipate full-year sales and revenues to grow around”
Verify independently
SEC filings for CAT ↗ · Claim quote is verbatim from the 2025Q4 earnings call.