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caterpillar stock has been on a strong run recently, up almost 32% year to date. the company reports four segments: core construction industries, resource industries, energy and transportation (E&T) and a financial products segment that supports the other three.DIAs two biggest engines, Caterpillar and Microsoft, keep firing. any S&P DJI announcement of a Dow reconstitution or a caterpillar split would redistribute exposure away from industrials. a single press release could change this character overnight.