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Analysts/Mig Dobre

Mig Dobre

Industrials

Limited coverage. Only 4 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

1

Companies

4

Questions

Focus Areas4 topics

Demand2Pricing2Trade Tariffs2Margin2

Trends4 quarters

Questions per Quarter

Companies Covered

Question History4 questions

CATCaterpillar Inc.4 quarters

2025 Q4

can you comment a little bit about what's happening in some of the other segments

DemandPricingView in transcript →

2025 Q3

how much of this do you think is simply a function of the various incentives

PricingTrade TariffsView in transcript →

2025 Q2

how much of this tariff drag you think you will be able to mitigate

Trade TariffsMarginView in transcript →

2024 Q4

how you see this segment revenue and margin progressing sequentially

MarginDemandView in transcript →

Mig Dobre (Baird) — Tellvest