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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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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