7月17日，卡特彼勒盘前一度下跌3.35%，最低见847.71美元。现跌2.19%，报858美元。
报847.71美元/股，成交额141.45万美元。该股延续近期持续回落态势，建筑机械与重型卡车行业整体承压，同行业康明斯跌2.0%、帕卡跌0.53%。
消息面上，自7月初知名投资人Michael Burry以约1060.98美元的价格首次做空卡特彼勒以来，公司股价已较高位回落逾19%。伯里认为，卡特彼勒作为AI数据中心基础设施的“卖铲人”，其估值已充分反映AI基建利好，市销率更升至至少30年来最高水平，因此选择做空。
然而，奥本海默、花旗、伯恩斯坦等机构近期仍密集上调目标价，最高看至1105美元，反映市场对于AI基础设施逻辑下卡特彼勒估值是否合理仍存在明显分歧，机构看多与市场抛压形成鲜明对比。
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