Industrials Forge Ahead

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 Momentum Machine

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.