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The first pick we will look at is Caterpillar, which manufactures and sells construction and mining equipment around the globe.
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This will drive growth in sales of construction and mining equipment, diesel and natural gas engines, and industrial gas turbines manufactured by Caterpillar.
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Caterpillar, the giant global manufacturer of construction and mining equipment, also considered to be a bellwether for global economic conditions, reported an unexpected 13% plunge in orders in the three-month period from December through February.
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Kunio Noji, chief executive of construction and mining equipment maker Komatsu, smiles at the suggestion that he, from his shabby corporate headquarters in Tokyo, has more insight into the health of China's economy than its rulers in Beijing.
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On average, private wholesalers of construction, mining, farm and industrial equipment (NAICS 4238) saw sales increase nearly 15 percent in 2011, compared with about 13 percent in 2010.
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