Pepsi's (PEP 1.65%) second-quarter profits rise 35%. Shares of Ford (F 0.17%) hit a two-year high. Caterpillar (CAT -0.11%) 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.