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Last week, the markets fretted over the prospects of a trade war with China. Earlier this week, those fears abated after positive comments from Chinese President Xi Jinping. But then, fears returned as investors simply don't know what's coming next.

So what does that mean for a stock like Caterpillar (CAT) - Get Report , which sells 5% of its machinery in China and looks toward China for much of its future growth? Cramer suggested that investors use the current strength in Cat to sell the stock and swap into a much safer machinery company, United Rentals (URI) - Get Report .

Unlike Cat, United Rentals is 91% domestic, making it immune to any trade implications. The company is also more levered to commercial and industrial construction, whereas Cat is more levered to mining and commodities. United Rentals has better margins than Caterpillar, as renting equipment is far easier than making it.

Beyond that, the stock of United Rentals trades at just 12 times earnings with an 18% growth rate. Caterpillar trades at 16 times earnings and, in this environment, is the riskier stock.

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At the time of publication, Cramer's Action Alerts PLUS had a position in AVGO.