'Fast Money' Traders Share Their Infrastructure Plays

On CNBC "Fast Money," traders spoke about stocks that could make a move on reports that the Trump administration is considering a new $1 trillion infrastructure bill.

Karen Finerman is a buyer of United Rentals, Inc. URI. She liked it before this news and she likes it even more now.

Tim Seymour wants to buy BHP Group BHP and Rio Tinto plc ADR RIO. He is also a buyer of United States Steel Corporation X, which has a terrible balance sheet and it is a leveraged story, but it could do well in a world where the Fed is there to protect almost everybody.

Analyst: Vulcan, Martin Marietta Could Be $1T Infrastructure Spending Winners

Guy Adami thinks the infrastructure bill won't pass. He would be a seller of Caterpillar Inc. CAT.

Steve Grasso believes United Rentals and Caterpillar are not overbought. He also likes Terex Corporation TEX, but he doesn't think the bill is going to get done.