Source: Cummins analyst day presentation, November 2015.

If you're wondering why Cummins (NYSE: CMI) stock is up nearly 24% year to date while peers such as Caterpillar (NYSE: CAT) and Paccar have risen just 10% so far this year, then you'll definitely be interested to know some of the things that Cummins CEO Tom Linebarger said during the company's last earnings call.

Cummins is not only generating higher margins than Caterpillar, but it's also paying out a greater portion of its cash flows to shareholders in the form of dividends and share repurchases. What's more, Cummins is rapidly gaining share in a market you'd never guess. Want to know more? Check out the following slideshow to know more.