Caterpillar (CAT) has become tied to the AI trade in recent months, with Jonathan Sakraida pointing out it has outperformed Nvidia (NVDA) and the overall tech sector in the last 12 months. He points to Caterpillar's ever-growing demand for AI data center construction as a reason key reason backing his bullish view on the stock. Jonathan tells investors just to keep an eye on the valuations and tentative supply chain disruptions. George Tsilis turns to an example options trade for Caterpillar.