Others include Caterpillar ( CAT ) and FedEx ( FDX ). See Also: 5 Stocks to Buy for an American Infrastructure Boom Industrial companies range from construction equipment and factory machinery makers to aerospace and transportation businesses. Industrials are also likely to benefit from rising wholesale inflation and a shift toward more spending on equipment and machinery, says Jim Paulsen, chief investment strategist of Leuthold Group, a fund company andinvestment researchfirm in Minneapolis.