| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | CAT | Common Stock | Award | $0 | +36.1K | +7.75% | $0.00 | 502K | Feb 11, 2025 | Direct | F1 |
| transaction | CAT | Common Stock | Tax liability | -$5.14M | -14.2K | -2.82% | $362.70 | 488K | Feb 11, 2025 | Direct | F2 |
| holding | CAT | Common Stock | 59K | Feb 11, 2025 | Held by Irrevocable Trust for Descendents | ||||||
| holding | CAT | Common Stock | 36K | Feb 11, 2025 | Held by Children's Irrevocable Trust | ||||||
| holding | CAT | Common Stock | 1.02K | Feb 11, 2025 | Held by 401(k) Plan | F3 |
| Id | Content |
|---|---|
| F1 | Includes adjustments for dividends accrued. |
| F2 | Represents shares withheld from the reporting person to satisfy tax obligation arising from the vesting of performance-based restricted stock units granted March 7, 2022. |
| F3 | The information in this report is based on a 401(k) plan statement dated as of January 31, 2025. |