The following video is from Monday's MarketFoolery podcast, featuring host Chris Hill and analysts Jason Moser and Michael Olsen, CFA. In this segment, the guys analyze Caterpillar's(CAT -0.00%) latest quarterly earnings, arguing that this most recent release is actually far less relevant to investors than the next couple of years will prove to be. Check out the following video to hear why, and then listen in as they go on to discuss Caterpillar's business model, the stock's overall performance, and how much upside they believe both have.

In a nutshell, Caterpillar's quality products, extensive service network, and unparalleled brand strength give it a solid competitive advantage in an industry in which size matters. However, being a cyclical company with growing exposure to mining, Caterpillar is increasingly affected by the ups and downs of numerous market factors. Whether you hold shares of Caterpillar or are considering the competition, investors in this sector would be wise to read up on the company's strengths and weaknesses in our premium research report on Caterpillar. To access your copy and start reading today, simply click here now.