Caterpillar settles IRS dispute for tax years 2007-2016; no penalties or additional tax under disputed doctrines

CATERPILLAR INC

Settlement with IRS resolves all issues for 2007-2016, including disputed CSARL parts profits treatment.
No penalties imposed; no increase in U.S. tax based on substance-over-form or assignment-of-income doctrines.
Settlement amount is within previously recorded gross unrecognized tax benefits for uncertain positions.
Company avoids further litigation costs; tax years after 2016 not yet under examination.

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