The market rally has spread to our 4 industrial stocks. Here's what we're doing next

Our four industrial holdings, CAT, EMR, HON and LIN have recently popped. Here's a breakdown of how we're thinking about each stock from here.

The market rally has spread to our 4 industrial stocks. Here's what we're doing next

Caterpillar excavators are displayed for sale at the Whayne Supply Co. dealership in Louisville, Kentucky, Jan. 27, 2020.

Luke Sharrett | Bloomberg | Getty Images

The recent tech-fueled rally on Wall Street is broadening and benefiting other areas of our diversified portfolio. Our four industrial-focused stocks — Caterpillar (CAT), Emerson Electric (EMR), Honeywell (HON) and Linde (LIN) — have all been gaining steam over the past three months. Jim Cramer provided a comprehensive update on each company during the Club's June Monthly Meeting on Wednesday.