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Helping the XLI into the red today (-0.7%) are Caterpillar (CAT -2.1%) and Joy Global (JOY...

Helping the XLI into the red today (-0.7%) are Caterpillar (CAT -2.1%) and Joy Global (JOY -1.6%) - together making up 5% of the ETFs holdings - both stumbling amidst tumbling iron ore prices (I, II) and BHP's pulling back from its Olympic Dam expansion.
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