| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | CAT | Common Stock | Gift | $0 | -8,081 | -100% | $0.000000* | 0 | 26 Feb 2024 | Held by Grantor Retained Annuity Trust | F1, F2 |
| transaction | CAT | Common Stock | Gift | $0 | +8,081 | +29% | $0.000000 | 36,040 | 26 Feb 2024 | Held by Children's Irrevocable Trust | F3 |
| holding | CAT | Common Stock | 429,174 | 26 Feb 2024 | Direct | F2 | |||||
| holding | CAT | Common Stock | 59,000 | 26 Feb 2024 | Held by Irrevocable Trust for Descendants | ||||||
| holding | CAT | Common Stock | 1,011 | 26 Feb 2024 | Held by 401(k) Plan | F4 |
| Id | Content |
|---|---|
| F1 | Gift of shares to an irrevocable trust of which a member of the reporting person's immediate family serves as trustee and of which the reporting person's descendants are beneficiaries. |
| F2 | Reflects 7,631 shares transferred on February 26, 2024 from Grantor Retained Annuity Trust to the reporting person. |
| F3 | Represents 8,081 shares received from Grantor Retained Annuity Trusts. |
| F4 | The information in this report is based on a 401(k) plan statement dated as of January 31, 2024. |