Caterpillar, Inc. (NYSE:CAT)
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The company is engaged in construction & mining equipment, diesel & natural gas engines and industrial gas turbines in its size range. It operates in 3 principal lines of business: Machinery, Engines and Financial Products.
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Both mining and construction are picking up in the USA and, if infrastructure renewal becomes a serious concern, the Cat will come back. Concerns about China will be offset by Indonesia and maybe even Africa.