Caterpillar’s sales to users were up 13% in 3Q, but that was below the company’s expectations, CEO Jim Umpleby says on a call with analysts. Specifically, sales to users in its energy and transportation business were up by more than a third but missed expectations due to supply chain challenges and the timing of certain gas turbine and international locomotive deliveries, Umpleby says. The lower-than-anticipated sales to users were nearly offset by an unexpected increase in dealer inventory, CFO Andrew Bonfield says on the call.