Turning back to the economy, Kneeland noted that non-residential construction has yet to pick up but residential construction has, and that's usually an 18-month leading indicator for non-residential activity. Finally, when asked about his company's stock buyback program, Kneeland said United Rentals has the flexibility to both invest in its fleet of equipment and buy back shares. The stock is inexpensive, which makes it the perfect time to buy some back. Cramer said nvestors aren't making money in a stock like Caterpillar ( CAT). So why not own United Rentals, which is making money hand over fist from Caterpillar equipment?