The Rising Influence of Rising Affluence

[DewDiligence]

CAT is perhaps the most cyclical large-cap company in the entire market, and it’s had a helluva run from the Mar 2009 low. Good luck if you decide to get in.

As you probably know, DE’s C&F segment, the only part of DE that competes directly with CAT, accounts for only 15-20% of DE’s total sales, and the rest is ag-related. Regards, Dew