Jason Kaiser

CIK 2005183 · View on SEC EDGAR ↗

Insider

First SEC filing: Jan. 10, 2024 · Latest: Jan. 10, 2024

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Insider at

Insider transactions

0 buys (P) 15 sells (S) Net: $-12,329,169 + 49 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

49 other filings hidden
Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
May 4, 2026 CAT S 5,642 $883.03 $4,982,055 9,594 Direct -37.03% Disposed -8.3% (price as of 2026-08-19)
Feb. 12, 2026 CAT S 1,690 $776.70 $1,312,623 8,661 Direct -16.33% Disposed 4.2% (price as of 2026-08-19)
Nov. 11, 2025 CAT S 632 $568.65 $359,387 8,649 Direct -6.81% Disposed 42.3% (price as of 2026-08-19)
Nov. 11, 2025 CAT S 380 $567.35 $215,593 9,281 Direct -3.93% Disposed 42.7% (price as of 2026-08-19)
Nov. 11, 2025 CAT S 460 $564.09 $259,481 9,661 Direct -4.55% Disposed 43.5% (price as of 2026-08-19)
Nov. 11, 2025 CAT S 1,480 $563.22 $833,566 10,121 Direct -12.76% Disposed 43.7% (price as of 2026-08-19)
Nov. 11, 2025 CAT S 1,260 $562.15 $708,309 11,601 Direct -9.80% Disposed 44.0% (price as of 2026-08-19)
Nov. 11, 2025 CAT S 1,032 $561.29 $579,251 12,861 Direct -7.43% Disposed 44.2% (price as of 2026-08-19)
Nov. 11, 2025 CAT S 653 $568.60 $371,296 8,649 Direct -7.02% Disposed 42.4% (price as of 2026-08-19)
Nov. 11, 2025 CAT S 400 $567.26 $226,904 9,302 Direct -4.12% Disposed 42.7% (price as of 2026-08-19)
Nov. 11, 2025 CAT S 37 $565.06 $20,907 9,702 Direct -0.38% Disposed 43.2% (price as of 2026-08-19)
Nov. 11, 2025 CAT S 280 $563.88 $157,886 9,739 Direct -2.79% Disposed 43.5% (price as of 2026-08-19)
Nov. 11, 2025 CAT S 1,640 $563.22 $923,681 10,019 Direct -14.07% Disposed 43.7% (price as of 2026-08-19)
Nov. 11, 2025 CAT S 1,413 $562.27 $794,488 11,659 Direct -10.81% Disposed 44.0% (price as of 2026-08-19)
Nov. 11, 2025 CAT S 1,040 $561.29 $583,742 13,072 Direct -7.37% Disposed 44.2% (price as of 2026-08-19)
Aug. 11, 2025 CAT S 2,161 $417.70 $902,650 8,632 Direct -20.02% Disposed 93.8% (price as of 2026-08-19)
Feb. 18, 2025 CAT S 2,425 $354.70 $860,148 6,275 Direct -27.87% Disposed 128.2% (price as of 2026-08-19)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date Ticker Security Underlying Exercise price Expiration Shares A/D
July 24, 2026 CAT Phantom Stock Units Common Stock (10) — — 10 Acquired
June 26, 2026 CAT Phantom Stock Units Common Stock (5) — — 5 Acquired
May 4, 2026 CAT Employee Stock Options Common Stock (7,917) $253.98 March 6, 2033 7,917 Disposed
March 13, 2026 CAT Phantom Stock Units Common Stock (186) — — 186 Acquired
March 6, 2026 CAT Phantom Stock Units Common Stock (106) — — 106 Acquired
March 2, 2026 CAT Employee Stock options Common Stock (4,601) $752.18 March 2, 2036 4,601 Acquired
Dec. 26, 2025 CAT Phantom Stock Units Common Stock (13) — — 13 Acquired
Nov. 26, 2025 CAT Phantom Stock Units Common Stock (13) — — 13 Acquired
Nov. 11, 2025 CAT Employee Stock Options Common Stock (8,000) $196.70 March 7, 2032 8,000 Disposed
Nov. 11, 2025 CAT Employee Stock Options Common Stock (8,881) $219.76 March 1, 2031 8,881 Disposed
Oct. 24, 2025 CAT Phantom Stock Units Common Stock (14) — — 14 Acquired
Sept. 26, 2025 CAT Phantom Stock Units Common Stock (16) — — 16 Acquired
Aug. 26, 2025 CAT Phantom Stock Units Common Stock (17) — — 17 Acquired
Aug. 11, 2025 CAT Employee Stock Options Common Stock (4,091) $196.70 March 7, 2032 4,091 Disposed
July 25, 2025 CAT Phantom Stock Units Common Stock (17) — — 17 Acquired
June 26, 2025 CAT Phantom Stock Units Common Stock (1) — — 1 Acquired
March 14, 2025 CAT Phantom Stock Units Common Stock (380) — — 380 Acquired
March 7, 2025 CAT Phantom Stock Units Common Stock (155) — — 155 Acquired
March 3, 2025 CAT Employee Stock Options Common Stock (8,439) $332.04 March 3, 2035 8,439 Acquired
Dec. 26, 2024 CAT Phantom Stock Units Common Stock (18) — — 18 Acquired
Nov. 26, 2024 CAT Phantom Stock Units Common Stock (17) — — 17 Acquired
Oct. 25, 2024 CAT Phantom Stock Units Common Stock (17) — — 17 Acquired
Sept. 26, 2024 CAT Phantom Stock Units Common Stock (17) — — 17 Acquired
Aug. 26, 2024 CAT Phantom Stock Units Common Stock (19) — — 19 Acquired
July 26, 2024 CAT Phantom Stock Units Common Stock (17) — — 17 Acquired
March 14, 2024 CAT Phantom Stock Units Common Stock (352) — — 352 Acquired
March 8, 2024 CAT Phantom Stock Units Common Stock (117) — — 117 Acquired
March 4, 2024 CAT Employee Stock Options Common Stock (8,871) $338.65 March 4, 2034 8,871 Acquired

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 6 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date Ticker Security Shares Ownership
Jan. 10, 2024 CAT Common Stock 1,710 Direct
Jan. 10, 2024 CAT Common Stock 360 Indirect
Jan. 10, 2024 CAT Employee Stock Options→ Common Stock (8,881) 8,881 Direct
Jan. 10, 2024 CAT Employee Stock Options→ Common Stock (12,091) 12,091 Direct
Jan. 10, 2024 CAT Employee Stock Options→ Common Stock (7,917) 7,917 Direct
Jan. 10, 2024 CAT Phantom Stock Units→ Common Stock — Direct