Pepsi's (PEP 2.45%) second-quarter profits rise 35%. Shares of Ford (F 4.42%) hit a two-year high. Caterpillar (CAT 0.70%) lowers guidance in the wake of a bad quarter. And Panera's (PNRA) second-quarter profits come in lower than expected. In this installment of Investor Beat, Motley Fool analysts Matt Koppenheffer and Jason Moser discuss four stocks making moves on Tuesday.