Buffett bought UnitedHealth. I bet on Caterpillar. Why Berkshire Hathaway’s picks are smarter.
1. Buffett's investment spread across six industrial companies, not just Caterpillar. 2. Caterpillar has a $37.5 billion backlog, indicating strong demand. 3. Stocks mentioned show significant daily trading volume increases. 4. Competition in industrial sectors highlights the importance of market demand. 5. Caterpillar's discount pricing may attract long-term investors.