卡特彼勒股价波动，机构看好其向工业服务转型

Core Viewpoint - Caterpillar's valuation logic is shifting from "cyclical manufacturing" to "industrial services + global energy infrastructure," with projected revenue growth of 10%-12% in 2026 and an increasing share of service revenue [1] Group 1 - On January 6, 2026, a report from Gelonghui highlighted the restructuring of Caterpillar's valuation logic [1] - The expected revenue growth for Caterpillar in 2026 is between 10% and 12% [1] - The proportion of service revenue is anticipated to continue increasing [1] Group 2 - On January 7, 2026, Caterpillar's stock price fell by 4.26%, with trading volume surging to $2.003 billion, a 19.16% increase from the previous day [1] - On January 5, 2026, the stock price had previously risen by 2.37% [1]