Cummins (CMI) 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) ," 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!

More from Video

Crunch Franchise CEO Wants to Be 'Starbucks of Fitness'

Crunch Franchise CEO Wants to Be 'Starbucks of Fitness'

Looking Ahead to Wal-Mart and Nordstrom Earnings

Looking Ahead to Wal-Mart and Nordstrom Earnings

Cramer: I Love Our Financial Stocks!

Cramer: I Love Our Financial Stocks!

Elon Musk Wants Tesla Private But Electric Car Rival Fisker Wants to Go Public

Elon Musk Wants Tesla Private But Electric Car Rival Fisker Wants to Go Public

Jim Cramer on Canopy Growth's New $4 Billion Stake From Constellation Brands

Jim Cramer on Canopy Growth's New $4 Billion Stake From Constellation Brands