The following video is part of our "Motley Fool Conversations" series, in which industrials editor/analyst Brendan Byrnes and editor/analyst Isaac Pino discuss topics across the investing world.

In today's edition, Brendan and Isaac take a look at the Dow's second-hottest company so far in 2012, Caterpillar. The company is up over 20% in just the past month. What does this mean for Caterpillar going forward in 2012, and can its competitors keep up?

Brendan Byrnes has no positions in the stocks mentioned above. Isaac Pino has no positions in the stocks mentioned above. The Motley Fool has no positions in the stocks mentioned above. Motley Fool newsletter services recommend Cummins and Westport Innovations. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.