The following video is part of our "Motley Fool Conversations" series, in which consumer-goods editor and analyst Austin Smith and senior technology analyst Eric Bleeker discuss topics around the investing world.

In today's edition, Austin and Eric discuss three reasons investors may consider selling shares of Caterpillar today. While we don't offer an explicit buy or sell recommendation, it's important for investors to weigh each side of the buy or sell coin for every position. That said, Austin worries that a perpetual economic slide in developed or developing nations could send shares spiraling, in a repeat of 2011. A big market-share gain from Komatsu would leave Caterpillar out in the cold in its most important market of tomorrow, China, and falling commodity and precious-metal prices would quickly reduce the demand for its mining equipment.

Caterpillar is just one of the many American companies that have put a big bull's-eye on emerging markets, but it's not the only one, and it may not have the growth you're looking for. There are others that are executing abroad with aplomb, and some of the best are profiled in "3 Companies Set to Dominate the World." You can read about them in our new analyst new report, and it's totally free. Click here to uncover them today.