Home/Filings/4/0001104659-24-115989
4//SEC Filing

Umpleby III Donald J 4

Accession 0001104659-24-115989

CIK 0000018230other

Filed

Nov 7, 7:00 PM ET

Accepted

Nov 8, 5:27 PM ET

Size

12.7 KB

Accession

0001104659-24-115989

Insider Transaction Report

Form 4
Period: 2024-11-07
Umpleby III Donald J
Group President
Transactions
  • Exercise/Conversion

    Common Stock

    2024-11-07$196.70/sh+87,053$17,123,325526,102 total
  • Exercise/Conversion

    Employee Stock Options

    2024-11-07$196.70/sh87,053$17,123,32543,526 total
    Exercise: $196.70Exp: 2032-03-07Common Stock (87,053 underlying)
  • Gift

    Common Stock

    2024-11-072,400439,049 total
  • Tax Payment

    Common Stock

    2024-11-07$413.02/sh59,851$24,719,660466,251 total
Holdings
  • Common Stock

    (indirect: By Trust)
    59,000
  • Common Stock

    (indirect: By Trust)
    36,040
  • Common Stock

    (indirect: By 401(k))
    1,020
Footnotes (4)
  • [F1]Represents a donation of ordinary shares to The Ayco Charitable Foundation, a Donor Advised Fund.
  • [F2]Includes dividends accrued.
  • [F3]The information in this report is based on a 401(k) plan dated as of October 31, 2024.
  • [F4]The stock options were granted pursuant to the Caterpillar Inc. 2014 Long-Term Incentive Plan on March 7, 2022 and vest equally in 1/3 increments on the first, second and thir anniversaries of the grant date.

Issuer

CATERPILLAR INC

CIK 0000018230

Entity typeother

Related Parties

1
  • filerCIK 0001566320

Filing Metadata

Form type
4
Filed
Nov 7, 7:00 PM ET
Accepted
Nov 8, 5:27 PM ET
Size
12.7 KB