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.