Specifically which stocks should substantially increase in value in conjunction with the Stimulus Bill?

A large $$ figure is being invested specifically in infrastructure. Many of those types of projects require heavy machinery. Also the private sector may respond with increased growth. New houses or structures will also require heavy machinery. I have noticed CATerpillar was at $29.90 + just 3 days ago. Now it is over $33.00 +. Recently it was $42.00 + and within a year they were $82.00 +. They are also a company that just shed 20,000 jobs. Might be good time to buy.