Late Thursday, Yellen indicated that the lift-off option is very much on the table later this year. A 9.6% weekly decline in Caterpillar Inc.'s CAT shares dragged down the Dow in negative territory for the week. Though a year-over-year gain of 0.3% in PCE index - an important indicator of inflation - indicated that the inflation rate is significantly below the Fed's target of 2%, a rise of 0.4% in consumer spending in August signaled toward rising demand.