The cold weather snap and ice storm hitting a wide swath of the country this week highlights an important trend with stocks tied to the construction sector, CNBC's Jim Cramer said Wednesday.
Mainly, don't bet against them, he said.
"Don't forget, it's cold around the country," Cramer said on "Squawk on the Street." "There's a ton of downside to the cold. ... [But] the houses, the roofs, they break down. The potholes, you need construction equipment. My conclusion? Those who are short Caterpillar are going to pay the price."
(Read more: Behind the massive bet against Caterpillar)
Investors should also look into insulation companies, Cramer said, especially as states that usually see mild and snowless winters become paralyzed under ice and snow this season.