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Speaking on the earnings conference call (webcast), Caterpillar (CAT) CEO Olberhelman says...

Speaking on the earnings conference call (webcast), Caterpillar (CAT) CEO Olberhelman says it's not yet translating into orders, but a recent visit to China reveals a positive "attitude change" among his customers, with November's leadership reboot expected to be a "watershed event." (earnings earlier)
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