Some of their customers are the BHP'S, RIO'S, XSTRA'S FORTESQUE...

Some of their customers are the BHP'S, RIO'S, XSTRA'S FORTESQUE & ETC who can go to any of the other big CAT or kHOMATSU,HITACHI large earth moving equipment hirers(eg.EHL)for sales and service.

According to FABER an asset bubble is now forming in China.

http://www.bloomberg.com/news/av/

CAT INC also planning an expansion into the asian region(refer their NYSE announcements earlier this year) so it might not be too bad a time for KS to cash in some of his chips,offloading westrac into SGH and deleting his personal debt to the tune of 600m before China's economy pops and the ripple affects are far reaching & drag down all our markets in Australia.