Well I like your picks.
You might want to perhaps be a little more diversified than all energy. This EPA believes the stuff coming out the rear end of cows will destroy the planet so they could come up with some impossible regulations for the natural gas pipes.
EXC with its fleet of nuclear plants will benefit if the Obama EPA does something insane with fracturing regulations. If ngas stays cheap the dividend should be secure but it could be a while before increases. 5.9% with possible kickers is not so bad now days.
I am building a position in CAT simply because it is the best heavy equipment company in the world with more efficient production and generally better technology. BUt of course if the Fed cannot print money to avoid deflation it will not be so great.