Cramer: Not Crazy for CAT but Buy Apple if It Sells Off on Report

Amid a busy week of earnings reports, Jim Cramer says don't pay attention to the analysts who comment on Apple's report -- he says Apple is a 2015 story and is a buy if it pulls back following its results. Boeing will also report earnings next week after recently announcing it's ramping up production of its 737 jets. Cramer said if the company reports solid margins when it comes to defense and new planes, the stock will take out its high. Also, after Procter & Gamble recently disclosed that it will be restructuring its brand portfolio, Cramer said investors should brace for some more reorganization or perhaps even a break-up. He also calls Caterpillar problematic here as it struggles with China. Cramer says without China, shares of Caterpillar don't have much upside here.

At the time of publication, Cramer was long ___.