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Shurman Rodney Michael's Form 4 filing

Caterpillar Inc (CAT) · filed May 6, 2026

Accession no.
0001104659-26-056435
Filed
May 6, 2026
Trade date
May 5, 2026
Filing delay
1 day
Rule 10b5-1 plan
Not checked

This filing lists 3 non-derivative transactions and 1 derivative transaction. Open-market sales total $5.09M. It was filed 1 day after the trade.

Reporting owners

A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.

Reporting owners on this filing
OwnerRelationship to the company
Shurman Rodney MichaelCIK 0002110101Officer (Group President)

Non-derivative securities (Table I)

Acquisitions and disposals of common stock and similar shares, one row per line on the filing.

Non-derivative transactions
Trade dateSecurityTransactionSharesPriceValueShares afterOwnershipFlags
May 5, 2026Common StockMOption exerciseAcquired+5,639$253.98+$1,432,193.228,185Direct
May 5, 2026Common StockSSaleDisposed−5,152$903.14−$4,652,977.283,033Direct
May 5, 2026Common StockSSaleDisposed−487$903.55−$440,028.852,546Direct

Derivative securities (Table II)

Options, warrants, restricted stock units and similar. Shares are the underlying shares; price and value are for the derivative itself, and the holding after is in derivative units.

Derivative transactions
Trade dateSecurityTransactionUnderlying sharesUnit priceValueHeld afterOwnershipFlags
May 5, 2026Common StockMOption exerciseDisposed−5,639$253.98−$1,432,193.220Direct

Footnotes

Livermore does not store Form 4 footnotes. For price ranges, how indirect holdings are held and trading plan details, read the original on SEC EDGAR.

Read the original on SEC EDGAR (opens in a new tab)