Catherine Wilson

Catherine Wilson analyzes construction materials companies from her background in civil engineering and construction project management. After earning her degree in Civil Engineering from Georgia Tech, Catherine spent years managing infrastructure projects for a major construction firm, learning the economics of aggregates, cement, asphalt, and the heavy materials essential to building. She pursued her MBA from Duke Fuqua and transitioned to analyzing construction materials companies. Her project management experience gives her understanding of procurement dynamics, regional market variations, and how infrastructure spending cycles impact materials demand. Catherine excels at analyzing aggregates producers, cement manufacturers, ready-mix concrete suppliers, and asphalt companies. She understands the local market dynamics that characterize these businesses—aggregates can't be transported economically beyond limited distances, creating regional monopolies or oligopolies. Catherine was early to recognize that infrastructure spending would face delays despite political commitments and correctly predicted which materials companies had advantaged market positions. Her coverage spans large integrated players like Vulcan Materials and Martin Marietta alongside regional specialists. She tracks highway spending, residential and non-residential construction, and how pricing power varies across regions. Based in Charlotte, Catherine maintains connections across the construction industry while analyzing these economically sensitive but locally dominant businesses.