Caterpillar CFO Kyle Epley Acquires Phantom Stock Units via Deferred Compensation Plan
CATERPILLAR INC
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Filing Summary
Caterpillar Inc. (CAT) CFO Kyle Joseph Epley acquired 21 Phantom Stock Units on 2026-10-26 at $692.13 per share (~$14.5K total) under the company's Supplemental Deferred Compensation Plan, bringing total holdings to 5,954 units.
Comprehensive Analysis
Insider Transaction Overview
On October 26, 2026, Kyle Joseph Epley, Chief Financial Officer of Caterpillar Inc. ($CAT), acquired a total of 21 phantom stock units across two transactions under Caterpillar's Supplemental Deferred Compensation Plan.
Key Transaction Highlights
- Security: Phantom Stock Units (economically equivalent to Common Stock, settled 100% in cash upon separation/retirement)
- Shares Acquired: 21 units (13 units and 8 units)
- Price Per Share: $692.13
- Total Transaction Value: ~$14,534.73
- Post-Transaction Holdings: 5,954 phantom stock units
- Nature of Ownership: Direct
Analytical Context
This acquisition represents standard elective and employer-match credits under the company's non-qualified deferred compensation plan. Given the administrative nature of deferred compensation credits and the negligible dollar value relative to the company's market cap and typical executive compensation packages, this filing carries Low trading significance and does not signal open-market discretionary sentiment.
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Important Disclaimer
This content is drawn from public SEC filings and may contain errors. It is for informational purposes only and is not investment, legal, or tax advice.
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