"When you consider that there's a big federal investigation of CAT's tax payments, it's really been a remarkable run for the big Peoria manufacturer," Cramer said.
Cramer's favorite thing about companies like Caterpillar, engine maker Cummins, and electrical giant Eaton is that each company generates about half of its business from overseas.
"Does anyone even care about these great American companies that stayed here, defied the foreign competition odds, [and] continue to make the best products around?" he asked.
So when the market is gushing over stocks like Honeywell or United Technologies, dive deeper and fish out names like aerospace components maker Rockwell Collins, which has rallied from $79 to $99 since October.
Or look at the seemingly plain industrial Parker Hannifin, which beat its latest earnings estimates by 52 cents and whose stock is up 15 percent year-to-date.
"You don't find tech companies doing that anymore," Cramer said.
Wall Street will always jump at drama with activist investors and takeover rumors. In Cramer's view, it is worth turning to the less dramatic names for steady gains before the next shake-up.
"I think that we ought to open our eyes to what we don't care about, to what's still made here, because perhaps that's where some real, non-controversial performance not in the papers can be gained, all of this before we get anything substantive out of Congress or deregulation really strikes home," he said.
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