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

Today, the construction and mining giant Caterpillar reported the best quarter during its 80-plus years of existence. However, despite beating on the bottom line, management provided lower revenue guidance for the year, notching down to $66 billion from $68 billion. The expectations for 2013 look less promising as well, which is why the stock had a bit of a roller-coaster ride today as the market digested the mixed news.

Isaac and Blake believe there's still a very promising long-term growth story intact for Caterpillar, especially in emerging markets. Caterpillar is the market-share leader in an industry in which size matters, and its quality products, extensive service network, and unparalleled brand strength combine to give it solid competitive advantages. Read all about Caterpillar's strengths and weaknesses in our brand new report. To discover whether top industry analyst believes Caterpillar is a buy or sell, click here to access now.