secwatch / observer
8-K filed September 1, 2023, 7:59 PM ET ticker CAT CIK 0000018230
debt confidence high sentiment neutral materiality 0.55

CATERPILLAR INC (CAT): debt financing — Caterpillar enters $3.15B 364-day revolving credit facility; extends three- and five-year facilities

CATERPILLAR INC

Key facts

Extracted from this filing and checked against the source text.

Debt Financings SEC 8-K Item 2.03/2.04 confidence 0.9

CATERPILLAR INC incurred revolving credit of up to $3.15 billion with Citibank, N.A. maturing August 29, 2024.

Instrument
revolving credit
Principal
up to $3.15 billion
Counterparty
Citibank, N.A.
Maturity
August 29, 2024
Event
incurrence
Exact text from the filing
which provides an unsecured revolving credit facility to the Borrowers in an aggregate amount of up to $3.15 billion (the “364-Day Aggregate Commitment”) that expires on August 29, 2024.
View on SEC.gov
Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.9

CATERPILLAR INC amended Three-Year Facility Amendment with Caterpillar Inc. valued at Amendment extending expiration date to August 31, 2026 (effective 2023-08-31).

Action
amendment
Agreement
credit facility
Counterparty
Caterpillar Inc.
Value
Amendment extending expiration date to August 31, 2026
Effective
2023-08-31
Exact text from the filing
On August 31, 2023, Caterpillar entered into (i) Amendment No. 1 to Third Amended and Restated Credit Agreement (Three-Year Facility), dated August 31, 2023 (the "Three-Year Facility Amendment"), which amended the Third Amended and Restated Credit Agreement (Three-Year Facility) dated September 1, 2022 (the "Three-Year Facility")
View on SEC.gov
Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.9

CATERPILLAR INC entered into 364-Day Facility with Citibank, N.A., Citibank Europe PLC, UK Branch, MUFG Bank, Ltd. valued at $3.15 billion unsecured revolving credit facility expiring August 29, 2024 (effective 2023-08-31).

Action
entry
Agreement
credit facility
Counterparty
Citibank, N.A., Citibank Europe PLC, UK Branch, MUFG Bank, Ltd.
Value
$3.15 billion unsecured revolving credit facility expiring August 29, 2024
Effective
2023-08-31
Exact text from the filing
On August 31, 2023, Caterpillar Inc. ("Caterpillar") entered into a Credit Agreement (the "364-Day Facility") among Caterpillar, Caterpillar Financial Services Corporation ("Cat Financial"), Caterpillar International Finance Designated Activity Company ("CIF") and Caterpillar Finance Kabushiki Kaisha ("CFKK" and, together with Caterpillar, Cat Financial and CIF, the "Borrowers"), certain financial institutions named therein (the "Banks"), Citibank, N.A. (the "Agent"), Citibank Europe PLC, UK Branch (the "Local Currency Agent"), and MUFG Bank, Ltd. (the "Japan Local Currency Agent"), which provides an unsecured revolving credit facility to the Borrowers in an aggregate amount of up to $3.15 billion (the "364-Day Aggregate Commitment") that expires on August 29, 2024.
View on SEC.gov
Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.9

CATERPILLAR INC amended Five-Year Facility Amendment with Caterpillar Inc. valued at Amendment extending expiration date to August 31, 2028 (effective 2023-08-31).

Action
amendment
Agreement
credit facility
Counterparty
Caterpillar Inc.
Value
Amendment extending expiration date to August 31, 2028
Effective
2023-08-31
Exact text from the filing
̈ Item 1.01 Entry into a Material Definitive Agreement Creation of Revolving Credit Facilities On August 31, 2023, Caterpillar Inc. (“Caterpillar”) entered into a Credit Agreement (the “364-Day Facility”) among Caterpillar, Caterpillar Financial
View on SEC.gov

Browse all debt financings →

CATERPILLAR INC filing history →

Source: SEC EDGAR
accession 0001104659-23-097732
Machine-readable: JSON · Markdown · Plain text

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.