Any fears about the impact of tariffs on Caterpillar and its stock price appear to be overblown.Caterpillar (CAT 0.85%) stock handily outperformed the markets in June, rallying 11.5%, according to data provided by S&P Global Market Intelligence. The Dow Jones Industrial Average (^DJI -0.35%) and the S&P 500 (^GSPC -0.09%), meanwhile, gained 4.9% and 4.3%, respectively.Tailwinds were aplenty for shares of the mining and construction equipment giant, including a dividend hike, multiple analyst ratings upgrade ...