Cummins (CMI - Get Report) shares moved lower Tuesday as EBITA as a percentage of sales fell year-over-year for its most recent quarter. 

"Cummins was a lot like Caterpillar (CAT - Get Report) ," said TheStreet's founder and Action Alerts PLUS Portfolio Manager Jim Cramer. "Raw costs are going up; there were some execution issues with Cummins."

For exclusive investing insight from Jim Cramer, get 24/7 access to Jim's charitable trust portfolio with a free trial to Action Alerts PLUS!