Industrials editor Brendan Byrnes discusses why he was impressed with Caterpillar's earnings beat. The industrial equipment company both beat earnings projections and raised full-year guidance, a positive sign from a company regarded as a bellwether of the economy. Caterpillar's CEO is bullish on the company's future prospects, and Brendan agrees.  

With the U.S. relying on the rest of the world for such a large percentage of our goods, many investors are ready for the end of the made-in-China era. Well, it’s arrived, and with the balance of manufacturing power shifting yet again, you can profit with the "3 Stocks to Own for the New Industrial Revolution." They're the biggest industry disrupters we’ve seen since the personal computer, and you can read more about them in our free analyst report