I was already eyeing CAT as it pushed over 100 (I've been holding CAT for a long time, and have been constantly upping my stop-loss on it over the year as you can see by various posts on here), but I think that it may be soon time to add to the position.

You already know that I believe that a stock that breaks the century mark is likely to approach the 120 number, but the reason I have been hesitant to pull the trigger is that I felt that the market was in a consolidation phase, and I've been sitting on hands for most of the last  month.  I like many don't think you should trade just to trade, but trade when you know where things are going, and your decisions have been working for you.  Well, my recent decisions haven't been working in the short term, so hence the sitting on hands. 

I'm sure most of us agree that the market is trying to digest what has happened over the last few days, and what the longer term impacts of that are.  The uranium industry sure has felt it already today...but at the end, we do know that there is going to be some rebuilding...

And well there will be rebuilding in Japan, continued building in Brazil for the Olympics, there are still ready to shovel projects still going on here, there is a race for rare earths going on as well...and well much of that needs heavy machinery. 

I guess what I'm saying here...is that I'm keeping an eye on CAT and finding a good entry point, but I think that over the coming year, they will prosper.