SEC EDGAR published this disclosure on 2026-08-27. Read the original document for its full text and supporting detail.
Open the original document at SEC EDGAR ↗| Field | Recorded value |
|---|---|
| Entity | CATERPILLAR INC |
| Source | SEC EDGAR ↗ |
| News section | companies |
| Source identifier | 0001104659-26-102420 |
| Source-linked related entities | epley-kyle-joseph-2131716 · person |
| Event ID | #1005078 |
{
"accession": "0001104659-26-102420",
"acquired_disposed": "A",
"code": "A",
"direct_or_indirect": "D",
"form": "4",
"is_derivative": true,
"issuer_name": "CATERPILLAR INC",
"label": "Grant or award",
"person_name": "Epley Kyle Joseph",
"price": 821.93,
"role": "Chief Financial Officer",
"security": "Phantom Stock Units",
"shares": 11,
"shares_owned_after": 5862,
"source_path": "edgar/data/18230/0001104659-26-102420.txt",
"ticker": "CAT",
"transaction_date": "2026-08-26",
"value": 9041.23
}| Dimension | Status / value | Method or boundary |
|---|---|---|
| What happened | not_covered | The source record has no short title or summary. |
| When | source_backed · reported 2026-08-27 | Occurred 2026-08-26. Source-record timestamps; no timezone or event time is inferred. |
| Affected entities | resolved · CATERPILLAR INC · 1 related | Canonical primary entity and stored related_entity_ids only. |
| Event classification | insider · insider.holding_change | canonical event type plus source-provided category; no sentiment or impact is inferred |
| Entity linking | resolved | Canonical entity resolved during ingestion |
| Deduplication | applied | unique source event key at ingestion |
| Source trust | high · terms allowed | Source registry metadata |
| Sentiment | not_covered | No sentiment model output is published for this record. |
| Market reaction | not_covered | Requires licensed quote, candle and volume observations for the affected instrument. |
| Historical analogs | not_covered | Requires an audited event-cluster corpus and matching methodology. |
| Impact mechanism | not_covered | No causal market-impact model is published for this record. |
| Related risks | not_covered | Risk implications require an audited instrument/entity exposure model. |
| Instrument linkage | not_covered | No instrument relation is inferred from an entity event; licensed instrument mapping is required. |
Source: Open recorded SEC filing
Source: SEC EDGAR · as of 2026-08-27T00:00:00Z