{"filings":[{"id":95851,"accession_number":"0000018230-26-000017","cik":18230,"company_name":"CATERPILLAR INC","ticker":"CAT","form_type":"8-K","filed_at":"2026-04-30T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Caterpillar Q1 2026 EPS $5.47 vs $4.20 YoY; revenues $17.4B up 23%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["1Q 2026 profit per share $5.47 (GAAP) vs $4.20 prior year; adjusted $5.54 vs $4.25.","Sales and revenues $17.4B, up 23% from $14.2B in 1Q 2025.","Total retail sales up 14% YoY; Power & Energy +32% (Power Gen +48%, Oil & Gas +16%).","Construction Industries retail sales +7% globally (North America +12%); Resource Industries +6%."],"consensus_eps_estimate":null,"consensus_eps_actual":5.47,"consensus_revenue_estimate":null,"consensus_revenue_actual":17415000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":419147441549.4771,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":95850,"accession_number":"0001104659-26-042621","cik":18230,"company_name":"CATERPILLAR INC","ticker":"CAT","form_type":"8-K","filed_at":"2026-04-13T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Caterpillar nominates Lynn Good for election to board of directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board determined on April 7, 2026 to nominate Lynn Good as a director candidate.","Nomination is for election at the 2026 Annual Meeting of Shareholders.","Effective date of appointment is August 1, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":419147441549.4771,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":95849,"accession_number":"0001104659-26-042062","cik":18230,"company_name":"CATERPILLAR INC","ticker":"CAT","form_type":"8-K","filed_at":"2026-04-10T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Caterpillar appoints Kyle Epley as CFO effective May 1, 2026; Bonfield to retire","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Kyle Epley, 53, Caterpillar veteran since 1996, appointed CFO effective May 1, 2026, succeeding Andrew Bonfield (retires Oct 1).","Bonfield served as CFO for 8 years, named 2025 CFO of the Year; oversaw record revenues including Q4 2025 $19.1B.","Epley currently SVP of Global Finance Services; previously corporate controller and division CFO.","Compensation: salary $930,500, target AIP 115% of salary, LTI grant $1.8M (50% PSUs, 25% options, 25% RSUs).","Bonfield to serve in advisory role through Oct 1, 2026 for transition."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":419147441549.4771,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109195,"accession_number":"0000018230-26-000013","cik":18230,"company_name":"CATERPILLAR INC","ticker":"CAT","form_type":"8-K","filed_at":"2026-03-26T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Caterpillar files segment data for 2024-2025 quarterly periods, no specific figures in filing body","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Filing under Item 7.01 includes segment operating data for Construction, Resource, Power & Energy, and Financial Products.","Data covers quarterly periods from Q1 2024 through Q3 2025 for North America, Latin America, EMEA, and Asia Pacific.","No financial figures (revenue, profit, etc.) are provided in the filing body; only XBRL taxonomy references.","This appears to be a voluntary disclosure of segment detail, but materiality cannot be assessed without numbers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":419147441549.4771,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109194,"accession_number":"0000018230-26-000003","cik":18230,"company_name":"CATERPILLAR INC","ticker":"CAT","form_type":"8-K","filed_at":"2026-01-29T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Caterpillar Q4 revenue $19.1B (+18% YoY), EPS $5.12 vs $5.78; FY EPS $18.81 down 15%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2025 sales and revenues $19.1B, up 18% YoY; full-year $67.6B, up 4% YoY.","Q4 GAAP EPS $5.12 vs $5.78 YoY; adjusted EPS $5.16 vs $5.14.","Full-year GAAP EPS $18.81, adjusted EPS $19.06; operating cash flow $11.7B.","Retail: Power & Energy up 37% Q4, Construction Industries up 11%, Resource Industries down 7%.","Ended 2025 with $10.0B cash; deployed $7.9B for share repurchases and dividends in 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":18.81,"consensus_revenue_estimate":null,"consensus_revenue_actual":67589000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":419147441549.4771,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109193,"accession_number":"0001104659-26-001346","cik":18230,"company_name":"CATERPILLAR INC","ticker":"CAT","form_type":"8-K","filed_at":"2026-01-06T23:59:59+00:00","items":["5.02","5.03","9.01"],"status":"ready","headline":"Caterpillar CEO Joe Creed elected Chairman; Umpleby retiring April 1, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["D. 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Creed will assume the role of Chairman of the Board on the same date.","Board size reduced from ten to nine directors effective April 1, 2026.","Bylaws amended to change title of 'Presiding Director' to 'Lead Independent Director'."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":419147441549.4771,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125689,"accession_number":"0000018230-25-000043","cik":18230,"company_name":"CATERPILLAR INC","ticker":"CAT","form_type":"8-K","filed_at":"2025-10-29T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Caterpillar Q3 2025 revenue $17.6B, up 9% YoY; adjusted EPS $4.95 vs $5.17","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 revenue $17.6B (+9% YoY); GAAP EPS $4.88, adjusted EPS $4.95, both down from $5.06/$5.17 in Q3 2024.","Global machine retail sales +6% YoY; EAME +19%, North America +9%, Asia/Pacific -16%.","Energy & Transportation retail sales +25% YoY; Power Gen +33%, Oil & Gas +19%, Industrial +20%.","Resource Industries retail +6%, Construction Industries +7% YoY in Q3 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":13.69,"consensus_revenue_estimate":null,"consensus_revenue_actual":48456000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":419147441549.4771,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142419,"accession_number":"0001104659-25-087011","cik":18230,"company_name":"CATERPILLAR INC","ticker":"CAT","form_type":"8-K","filed_at":"2025-09-03T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Caterpillar enters $3.5B 364-day credit facility, extends 3- and 5-year revolvers to 2028 and 2030","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $3.5B unsecured 364-day revolving credit facility expiring August 27, 2026.","Three-year facility amended and extended to August 28, 2028 with $3.0B commitment.","Five-year facility amended and extended to August 28, 2030 with $5.0B commitment.","Financial covenants: Caterpillar consolidated net worth >= $9B; Cat Financial interest coverage >1.15x and leverage <=10.0x.","As of filing date, no borrowings were outstanding under any of the credit facilities."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":419147441549.4771,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142418,"accession_number":"0001104659-25-084800","cik":18230,"company_name":"CATERPILLAR INC","ticker":"CAT","form_type":"8-K","filed_at":"2025-08-28T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Caterpillar updates 2025 tariff impact: Q3 up to $600M, full year up to $1.8B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Net impact from incremental tariffs: $500-600M in Q3 2025; $1.5-1.8B for full year 2025.","Full-year adjusted operating profit margin now expected near bottom of target range.","Sales and revenue outlook unchanged from Q2 2025 earnings call on August 5.","Mitigating actions underway; trade and tariff negotiations remain fluid.","Further details to be provided in Q3 2025 earnings release on October 29, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":419147441549.4771,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142417,"accession_number":"0000018230-25-000037","cik":18230,"company_name":"CATERPILLAR INC","ticker":"CAT","form_type":"8-K","filed_at":"2025-08-05T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Caterpillar Q2 EPS $4.62 (down 16% YoY); adjusted EPS $4.72 (down 21%); revenue $16.6B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPS $4.62 vs $5.48; adjusted EPS $4.72 vs $5.99; both declined YoY.","Sales and revenues $16.6B, down from $16.7B in Q2 2024.","Global machine retail sales flat; Energy & Transportation retail up 9% YoY.","Resource Industries machine retail down 3%; Construction Industries machines up 2%.","Energy & Transportation: Power Generation up 19%, Transportation down 24%."],"consensus_eps_estimate":null,"consensus_eps_actual":8.82,"consensus_revenue_estimate":null,"consensus_revenue_actual":30818000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":419147441549.4771,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160458,"accession_number":"0001104659-25-058891","cik":18230,"company_name":"CATERPILLAR INC","ticker":"CAT","form_type":"8-K","filed_at":"2025-06-12T23:59:59+00:00","items":["5.07","7.01","9.01"],"status":"ready","headline":"Caterpillar raises quarterly dividend 7% to $1.51 per share","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly dividend raised to $1.51/share from $1.41, a 7% increase.","Payable Aug 20, 2025, to shareholders of record July 21, 2025.","Caterpillar has paid higher annual dividends for 31 consecutive years.","Board expects to continue returning substantially all ME&T free cash flow via dividends and buybacks."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":419147441549.4771,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160457,"accession_number":"0001104659-25-049132","cik":18230,"company_name":"CATERPILLAR INC","ticker":"CAT","form_type":"8-K","filed_at":"2025-05-15T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Caterpillar issues $2.0B in senior notes: $1.7B at 5.200% due 2035 and $300M at 5.500% due 2055","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $1.7B of 5.200% Senior Notes due 2035 and $300M of 5.500% Senior Notes due 2055.","Underwriting agreement dated May 12, 2025; sale closed on March 15, 2025 per filing.","Notes are unsecured senior obligations ranking equally with existing unsecured senior debt.","Net proceeds for general corporate purposes, may include repayment of existing indebtedness."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":419147441549.4771,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160456,"accession_number":"0000018230-25-000013","cik":18230,"company_name":"CATERPILLAR INC","ticker":"CAT","form_type":"8-K","filed_at":"2025-04-30T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Caterpillar Q1 sales down 10% to $14.2B; EPS $4.20 vs $5.75 YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Sales and revenues $14.2B, down 10% YoY from $15.8B; profit per share $4.20 vs $5.75.","Adjusted profit per share $4.25 vs $5.60 in prior-year quarter; down 24%.","Global machine retail sales -1% YoY; Resource Industries -10%, Construction +3%.","Energy & Transportation retail sales +13% YoY; Power Gen +58%, Oil & Gas -23%.","Quarterly retail sales data furnished; trends show weakness in mining, strength in power gen."],"consensus_eps_estimate":null,"consensus_eps_actual":4.2,"consensus_revenue_estimate":null,"consensus_revenue_actual":14249000000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":419147441549.4771,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160455,"accession_number":"0001104659-25-034874","cik":18230,"company_name":"CATERPILLAR INC","ticker":"CAT","form_type":"8-K","filed_at":"2025-04-15T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Caterpillar CEO Jim Umpleby to become Executive Chairman; 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Dickinson informed the Board he will not stand for re-election at the 2025 Annual Meeting.","His decision was not due to any disagreement with the Company.","The Board expressed gratitude for his contributions and service."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":419147441549.4771,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":178705,"accession_number":"0000018230-25-000004","cik":18230,"company_name":"CATERPILLAR INC","ticker":"CAT","form_type":"8-K","filed_at":"2025-01-30T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Caterpillar Q4 2024 sales $16.2B, EPS $5.78; full-year profit $22.05/share","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 sales $16.2B vs $17.1B YoY; net profit $5.78/share vs $5.28; adjusted EPS $5.14 vs $5.23.","Full-year sales $64.8B vs $67.1B; profit $22.05/share vs $20.12; adjusted EPS $21.90 vs $21.21.","Enterprise operating cash flow $12.0B; year-end cash $6.9B; $10.3B deployed for buybacks and dividends.","Global machine retail sales down 3% YoY in Q4; Energy & Transportation up 2%, led by Power Gen (+27%)."],"consensus_eps_estimate":null,"consensus_eps_actual":22.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":64809000000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":419147441549.4771,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":195372,"accession_number":"0000018230-24-000050","cik":18230,"company_name":"CATERPILLAR INC","ticker":"CAT","form_type":"8-K","filed_at":"2024-10-30T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Caterpillar Q3 2024: Revenue $16.1B down 4% YoY; 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