In the following video, Motley Fool industrials analyst Blake Bos takes a close look at Caterpillar (CAT -1.44%) and Joy Global (JOY) to understand why these two heavy-machinery giants have been lagging the market. Blake takes a close look at inventory turnover with these two companies and paints a clear picture for investors about why inventory turnover is such an important factor to consider in this industry. He also highlights the effect that the mining sector's slowdown has had on the business models of these two companies, and he tells investors which of these two stocks he might find interesting today.