Group 1: Tariff Impact - President Trump's trade tariffs took effect on March 4, 2025, causing panic in the stock market and significant capital outflow in major indices [1][2] - The tariffs include a 25% tariff on all Mexican goods, 25% on Canadian goods (excluding energy), 20% on many Chinese imports, and a 10% tariff on Canadian energy, with Canada retaliating with a 25% tariff on up to 155billionworthofU.S.exports[2]−TheDowJonesIndustrialAverageexperiencedadramaticdropof1,100pointsafterinitiallyopening300pointshigher,indicatinga1,400−pointreversal[2]Group2:Walmart(NYSE:WMT)−Walmartispositionedasadefensivestockwitharesilientbusinessmodel,benefitingfromconsumerprioritizationofvalueduringeconomicuncertainty[5]−Despiteinitialweaknessduetotariffannouncements,Walmart′ssophisticatedsupplychainandstrongpricingpowerhelpmitigatecostincreasesfromtariffs[6]−Walmartreportedrevenueof180.55 billion in the fourth quarter, a 4% year-over-year increase, and online sales now account for 18% of total revenue, with global e-commerce growing 16% last quarter [6][8] Group 3: Caterpillar (NYSE: CAT) - Caterpillar operates in the industrial equipment sector and may benefit from increased U.S. demand if tariffs lead to higher infrastructure spending or domestic manufacturing [9] - Although facing potential international sales challenges due to tariffs, Caterpillar's innovations in technology, such as AI and electrified powertrains, could help offset negative impacts [10] - In the fourth quarter, Caterpillar reported revenue of 16.2billion,down55.78 [11][13]