Industrial Automation (CAT & DE)

Caterpillar (CAT) Autonomy: CAT's "Command for Hauling" has now moved over 6 billion tonnes of material autonomously, a 100% increase in cumulative volume over the last 24 months.
R&D Intensity: CAT is spending $2.1 billion annually on R&D, specifically targeting battery-electric mining trucks and Stage 5 autonomy.
Deere (DE) Precision Ag: John Deere’s "See & Spray" technology reduces herbicide use by up to 77%, driving a hardware-as-a-service model with 20% higher margins than traditional equipment sales.