This video is part of our "Motley Fool Conversations" series, in which industrials editor and analyst Isaac Pino and health-care editor and analyst David Williamson discuss topics across the investing world.

Kicking off the Motley Fool Madness series, Isaac and David go head-to-head analyzing Caterpillar and Royal Dutch Shell. While Netherlands-based Shell is not a Dow component, the oil and gas giant was included in this bracket since the company's global reach and consistent performance places it in a similar league with American Dow companies (to complete the bracket of 32, Toyota, a Japanese automaker, was also added to the competition). In this showdown, Caterpillar enters as the No. 1 seed due to its incredibly strong stock performance over the past three years. However, the largest heavy equipment maker in the world is up against one of the best energy companies in Shell, which has recently been focusing on natural gas to expand its reserves. While Isaac and David present strong arguments for both companies, a team of all-star Motley Fool analysts will ultimately select who advances in the Dow bracket.

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