Andrew R. J. Bonfield - 31 Dec 2025 Form 4 Insider Report for CATERPILLAR INC (CAT)

Signature
/s/ Nicole Puza, POA for Andrew R.J. Bonfield
Issuer symbol
CAT
Transactions as of
31 Dec 2025
Net transactions value
-$5,750,589
Form type
4
Filing time
05 Jan 2026, 14:45:37 UTC
Previous filing
02 Dec 2025
Next filing
12 Feb 2026

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
BONFIELD ANDREW R J Chief Financial Officer 5205 N. O'CONNOR BOULEVARD, SUITE 100, IRVING /s/ Nicole Puza, POA for Andrew R.J. Bonfield 05 Jan 2026 0001199292

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction CAT Common Stock Sale $465,041 -812 -1.5% $572.71 54,648 31 Dec 2025 Direct F1
transaction CAT Common Stock Sale $1,507,447 -2,628 -4.8% $573.61 52,020 31 Dec 2025 Direct F2
transaction CAT Common Stock Sale $822,496 -1,431 -2.8% $574.77 50,589 31 Dec 2025 Direct F3
transaction CAT Common Stock Sale $1,736,522 -3,016 -6% $575.77 47,573 31 Dec 2025 Direct F4
transaction CAT Common Stock Sale $849,273 -1,473 -3.1% $576.56 46,100 31 Dec 2025 Direct F5
transaction CAT Common Stock Sale $346,674 -600 -1.3% $577.79 45,500 31 Dec 2025 Direct F6
transaction CAT Common Stock Sale $23,136 -40 -0.09% $578.41 45,460 31 Dec 2025 Direct F7
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.

Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

Explanation of Responses:

Id Content
F1 This transaction was entered as multiple trades, at prices ranging from $572.17 to $573.16. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request of the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares and prices at which the transaction was effected.
F2 This transaction was entered as multiple trades, at prices ranging from $573.18 to $574.18. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request of the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares and prices at which the transaction was effected.
F3 This transaction was entered as multiple trades, at prices ranging from $574.19 to $575.19. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request of the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares and prices at which the transaction was effected.
F4 This transaction was entered as multiple trades, at prices ranging from $575.22 to $576.21. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request of the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares and prices at which the transaction was effected.
F5 This transaction was entered as multiple trades, at prices ranging from $576.23 to $577.07. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request of the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares and prices at which the transaction was effected.
F6 This transaction was entered as multiple trades, at prices ranging from $577.25 to $578.14. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request of the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares and prices at which the transaction was effected.
F7 This transaction was executed in a trade at a price of $578.41. The reporting person hereby undertakes to provide upon request of the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares and prices at which the transaction was effected.