After a long decline last summer, industrial stocks have turned around and are now outpacing the broader market. The Vanguard Industrials ETF (VIS) is up 13% since September 1, 2011. That compares to an 8% rise for the broader equity market over the same time period.
Caterpillar’s stock price had an amazing run in Q3, leading industrial ETFs past the rest of the market. Caterprillar (CAT) is up 70% since July 10 compared to a 19% return for the SPDR S&P 500 (SPY) in the same period.
Investors can gain exposure to agriculture through several ETFs that differ by asset class and concentration levels.