Kyle Joseph Epley
CIK 2131716 · View on SEC EDGAR ↗
Insider
First SEC filing: May 4, 2026 · Latest: May 27, 2026
On this page
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net:
$0
+ 6 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
No open-market trades on record; showing all filings.
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| July 24, 2026 | CAT | A | 7 | $888.73 | $6,221 | 5,961 Direct | +0.12% | Acquired | -9.0% (price as of 2026-08-20) |
| July 24, 2026 | CAT | A | 5 | $888.73 | $4,444 | 5,954 Direct | +0.08% | Acquired | -9.0% (price as of 2026-08-20) |
| June 26, 2026 | CAT | A | 6 | $997.47 | $5,985 | 6,242 Direct | +0.10% | Acquired | -18.9% (price as of 2026-08-20) |
| May 26, 2026 | CAT | A | 6 | $908.55 | $5,451 | 5,711 Direct | +0.11% | Acquired | -11.0% (price as of 2026-08-20) |
| May 8, 2026 | CAT | A | 1,394 | — | — | 1,394 Direct | — | Acquired | (price as of 2026-08-20) |
| May 8, 2026 | CAT | A | 515 | — | — | 17,705 Direct | +3.00% | Acquired | (price as of 2026-08-20) |
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 (7) | — | — | 7 | Acquired |
| July 24, 2026 | CAT | Phantom Stock Units | Common Stock (5) | — | — | 5 | Acquired |
| June 26, 2026 | CAT | Phantom Stock Units | Common Stock (6) | — | — | 6 | Acquired |
| May 26, 2026 | CAT | Phantom Stock Units | Common Stock (6) | — | — | 6 | Acquired |
| May 8, 2026 | CAT | Employee Stock Options | Common Stock (1,394) | $897.45 | May 8, 2036 | 1,394 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 10 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| May 4, 2026 | CAT | Common Stock | 15,973 | Direct |
| May 4, 2026 | CAT | Common Stock | 3,186 | Indirect |
| May 4, 2026 | CAT | Employee Stock Options→ Common Stock (13,472) | 13,472 | Direct |
| May 4, 2026 | CAT | Employee Stock Options→ Common Stock (8,437) | 8,437 | Direct |
| May 4, 2026 | CAT | Employee Stock Options→ Common Stock (8,705) | 8,705 | Direct |
| May 4, 2026 | CAT | Employee Stock Options→ Common Stock (5,278) | 5,278 | Direct |
| May 4, 2026 | CAT | Employee Stock Options→ Common Stock (2,158) | 2,158 | Direct |
| May 4, 2026 | CAT | Employee Stock Options→ Common Stock (1,996) | 1,996 | Direct |
| May 4, 2026 | CAT | Employee Stock Options→ Common Stock (1,564) | 1,564 | Direct |
| May 4, 2026 | CAT | Phantom Stock Units→ Common Stock | — | Direct |