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

In today's edition, Brendan and Andrew discuss Caterpillar and its hot start to 2012. The construction equipment giant is the second-best performer in the Dow in 2012, and it's coming off impressive earnings. Brendan believes the company can continue its impressive run because of the resurgence of American manufacturing and its exposure to emerging markets, particularly in the mining segment.

Brendan Byrnes and Andrew Tonner have no positions in the stocks mentioned above. The Motley Fool has no positions in the stocks mentioned above. Motley Fool newsletter services recommend PACCAR. 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.