"To me, infrastructure means one thing," Jim Cramer said on Monday's "Stop Trading!" segment on CNBC, "and that's Caterpillar (CAT) - Get Report."

He isn't interested in direct commodity plays. "Don't play it with copper. Don't play it with aluminum," he said. "I don't want the commodities. We're still in hedge-fund liquidation mode. That's why the oil trade doesn't work for me at all."

He said Caterpillar's last quarter was "actually quite good" for the company, and the company is poised to benefit from an economic stimulus package in either China or the U.S. "Either way, CAT is going to get the orders," he said.

Fluor

(FLR) - Get Report

"reported a great quarter and went up big," he said, but he still prefers Caterpillar to Fluor and

Foster Wheeler

(FWLT)

.

In this environment, Cramer also likes dollar stores. "I'm totally into that," he said. "It is where people trade down to." He said

Family Dollar

(FDO)

is "a great idea here" and said that the way it names its products to bring to mind popular brands is "brilliant marketing. It can fool anyone."

At the time of publication, Cramer was long Foster Wheeler.

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