Trump Administration Halts Tariffs on Robotics, Industrial Machinery
Published . Updated .
WASHINGTON — (NAM) The Trump administration handed manufacturers a big win this week, announcing that it will impose no new tariffs on robotics, industrial machinery and their parts and components. Following the Section 232 investigation launched in September 2025 , the
Directly affected
- No company is named in this report.
Indirectly affected
- XLI Industrial Select Sector SPDR+0.2% 30d
Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story.
- XRT SPDR S&P Retail ETF
SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story.
- CAT Caterpillar-20.0% 30d
Caterpillar (construction machinery and equip): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
- DE Deere-2.4% 30d
Deere (farm machinery and equipment): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
- WMT Walmart+13.7% 30d
Walmart (variety stores): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
- NKE Nike+8.1% 30d
Nike (rubber and plastics footwear): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| XLI | -3.23% | -1.28% | base | -1.46% | after close | after close | after close |
| XRTNo price data for this ticker | — | — | — | — | — | — | — |
| CAT | +6.14% | +10.30% | base | -3.51% | after close | after close | after close |
| DENo price data for this ticker | — | — | — | — | — | — | — |
| WMTNo price data for this ticker | — | — | — | — | — | — | — |
| NKE | -2.86% | -2.26% | base | +1.20% | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Market Call
Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.
Trump Administration Halts Tariffs on Robotics, Industrial Machinery the Electrical Distributor magazine
The price since 30 Oct 2026: Select Sector Spdr Tr (XLI) versus the S&P 500
| Company | When | Move | Status |
|---|---|---|---|
| Caterpillar (CAT) | that day | -3.51% | still updating |
| Caterpillar (CAT) | three days earlier | +10.30% | final price |
| Caterpillar (CAT) | five days earlier | +6.14% | final price |
| Nike (NKE) | that day | +1.20% | still updating |
| Nike (NKE) | three days earlier | -2.26% | final price |
| Nike (NKE) | five days earlier | -2.86% | final price |
| Select Sector Spdr Tr (XLI) | that day | -1.46% | still updating |
| Select Sector Spdr Tr (XLI) | three days earlier | -1.28% | final price |
| Select Sector Spdr Tr (XLI) | five days earlier | -3.23% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Lisa McClain bought Caterpillar (CAT) (held by a spouse), worth $1,001 - $15,000 on 28 Sep 2026. That is 32 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Pete Sessions sold Walmart (WMT) (held by a spouse), worth $50,001 - $100,000 on 2 Oct 2026. That is 28 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Jonathan Jackson sold Walmart (WMT) (jointly held), worth $50,001 - $100,000 on 28 Sep 2026. That is 32 days before publication. Filed 19 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Walmart (WMT) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 35 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Nike (NKE), worth $15,001 - $50,000 on 28 Aug 2026. That is 63 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Nike (NKE), worth $15,001 - $50,000 on 27 Aug 2026. That is 64 days before publication. Filed 10 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, sold Nike (NKE), worth $100,001 - $250,000 on 21 Aug 2026. That is 70 days before publication. Filed 8 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Select Sector Spdr Tr (XLI)
Companies tied to this story
- XLI Select Sector Spdr Tr
For “Trump Administration Halts Tariffs on Robotics, Industrial Machinery,” Select Sector Spdr Tr (XLI) is linked, with no stored direction, medium confidence. Reason on file: Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story
- XRT Spdr Series Trust
Spdr Series Trust (XRT) is linked, with no stored direction, medium confidence in the 30 Oct 2026 story “Trump Administration Halts Tariffs on Robotics, Industrial Machinery.” Reason on file: SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story
- CAT Caterpillar
Caterpillar (CAT) is linked, with no stored direction, medium confidence in the 30 Oct 2026 story “Trump Administration Halts Tariffs on Robotics, Industrial Machinery.” Reason on file: Caterpillar (construction machinery and equip): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story
- DE Deere
Deere (DE) is linked, with no stored direction, medium confidence in the 30 Oct 2026 story “Trump Administration Halts Tariffs on Robotics, Industrial Machinery.” Reason on file: Deere (farm machinery and equipment): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story
- WMT Walmart
In “Trump Administration Halts Tariffs on Robotics, Industrial Machinery,” Walmart (WMT) is linked, with no stored direction, medium confidence. Reason on file: Walmart (variety stores): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story
- NKE Nike
In “Trump Administration Halts Tariffs on Robotics, Industrial Machinery,” Nike (NKE) is linked, with no stored direction, medium confidence. Reason on file: Nike (rubber and plastics footwear): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story
Select Sector Spdr Tr (XLI)
The 30 Oct 2026 story “Trump Administration Halts Tariffs on Robotics, Industrial Machinery” names Select Sector Spdr Tr (XLI) because of this story.
The link for Select Sector Spdr Tr (XLI) is this: Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story
A second company, Spdr Series Trust (XRT), is listed for a different reason: SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story
Price levels for Select Sector Spdr Tr (XLI)
CAT traded between 631.92 and 876.39 across 20 sessions. The latest close on file is 647.14. XLI traded between 163.00 and 172.33 across 20 sessions. The latest close on file is 170.11.
How strong the case is around Select Sector Spdr Tr (XLI)
46 out of 100Price not final
“Trump Administration Halts Tariffs on Robotics, Industrial Machinery” scores 46 out of 100. The score uses 1 sources, and 6 linked companies. The price is not final yet.