Going through the interims of Caterpillar (CAT) is always fascinating, even more so when the focus is on supply chain dynamics for a company that is the absolute global bellwether in heavy duty construction machinery and equipment.

And whose stock, also thanks to formidable figures released at the end of October (key highlights here), has rallied off its 52-week low, recording a massive +43% since the end of September. Last week it trailed Boeing (click to expand the table below), but ...

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