In the following video, Motley Fool industrials analyst Blake Bos looks at two powerhouse industrial stocks, Cummins (NYSE: CMI) and Caterpillar (NYSE: CAT). He takes a deep dive into the ways that the companies are rewarding shareholders, comparing their share buyback programs and dividend yields, and tells us who he sees as the ultimate winner for shareholder friendliness, as well as telling us what he'd like to see from these companies for shareholders in the future. Finally, he mentions a market that affects both of these companies that investors might not have thought of, and may want to keep an eye on.

Blake Bos has no positions in the stocks mentioned above. The Motley Fool owns shares of Cummins and Westport Innovations. Motley Fool newsletter services recommend Cummins and Westport Innovations. Try any of our Foolish newsletter services free for 30 days. We Fools don't 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.