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NEW YORK ( TheStreet) -- Here's what Jim Cramer had to say on CNBC's "Squawk On The Street" Thursday: Shares of Caterpillar ( CAT) have been falling ever since the company's CEO made negative comments. "I don't know," was all Cramer would say about the stock. Cramer was more bearish on Northrop Grumman ( NOC), saying that with the budgetary "fiscal cliff" looming, investors should get out of the defense stocks. As for Joy Global ( JOY), Cramer said it is plain that people are "freaking out" over coal and Joy Global is a coal play. Turning to Ultra Petroleum ( UPL), he said that many have called a bottom in natural gas, but this stock would say otherwise. In the retail sector, Cramer said Guess ( GES) used to be an aspirational brand, but now it's just a brand gone bad. Finally, he said Salesforce.com ( CRM) remains a high-risk, high-reward name and he has a lot of questions he'll be asking CEO Marc Benioff on "Mad Money" later Thursday. --Written by Scott Rutt in Washington, D.C. To contact the writer of this article, click here: Scott Rutt. Follow @ScottRutt To submit a news tip, send an email to: firstname.lastname@example.org.