This includes Home Depot (NYSE: HD) and Walgreens Boots Alliance (NASDAQ: WBA), both down more than 21% at recent prices. While inflation has weighed on its margins, and supply chain pressures have affected its ability to meet demand, the heavy machinery maker has continued to prove a cash cow despite all the challenges. And while it will face future pressures when the demand cycle softens for heavy machinery, Cat has also made its services business a bigger priority and a source of more consistent cash flow.