Barron’s likes CAT on valuation—says it’s at a cyclical earnings trough: https://www.barrons.com/articles/caterpillar-stock-looks-cheap-its-time-to-buy-a-stake-51582329809 CAT is in one of the portfolios I manage*, but I’m not planning to add in the near future. One concern: CAT hasn’t talked about Covid-19 since its 4Q19 earnings release on 1/31/20 (https://investorshub.advfn.com/boards/read_msg.aspx?message_id=153592040 ), which is an eternity in viral time. *https://investorshub.advfn.com/boards/read_msg.aspx?message_id=153391142.