CAT ripping to astronomical numbers on the AI story, anyone else think this is getting ahead of itself?

Been watching Caterpillar run hard the last few months and wanted to get some other eyes on this before I size up a position. Stock's at $1,050 now, up something like 50%+ this year. The whole move is being driven by the idea that CAT isn't really a cyclical machinery company anymore, it's an AI infrastructure play because their power and energy segment sells generators and turbines to hyperscalers building data centers. Got reclassified out of the Russell value/defensive indices and into the Ru