Caterpillar dive may push these stocks into ditch

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Caterpillar shares plunged as much as 8 percent Thursday as the company slashed 2015 sales guidance by a billion dollars and said it will lay off 4,000 to 5,000 employees.

Investors are wondering what the implications of Caterpillar's negative pre-announcement are and how it will affect stocks in and outside the construction and mining equipment sector.

"We are facing a convergence of challenging marketplace conditions in key regions and industry sectors, namely in mining and energy," said Doug Oberhelman, Caterpillar chairman and CEO, in the press release.

CNBC Pro asked market experts and ran some quantitative analysis to find which securities have the most to lose after Caterpillar's guidance cut.