In this video, Blake Bos describes one reason to buy and two reasons to sell Caterpillar. The big reason to buy is Caterpillar is because it is the dominant company in heavy mining and industrial vehicles. Its dealer and support network and brand strength are unparalleled in the U.S. However, the company is vulnerable to commodity prices and macroeconomic forces, which it has not always anticipated well. Lastly, Caterpillar's long-term success depends on its success in China. The company faces significant challengers in Chinese companies and Sumatsu Heavy Industries.