---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-26-042062"
form_type: "8-K"
ticker: "CAT"
cik: "0000018230"
company_name: "CATERPILLAR INC"
filed_at: "2026-04-10T23:59:59+00:00"
generated_at: "2026-05-15T06:42:24.593724+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

# Caterpillar appoints Kyle Epley as CFO effective May 1, 2026; Bonfield to retire

## Summary
- 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.

## SEC filing metadata
- accession: 0001104659-26-042062
- form_type: 8-K
- ticker: CAT
- cik: 0000018230
- company_name: CATERPILLAR INC
- filed_at: 2026-04-10T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 5.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/18230/000110465926042062/0001104659-26-042062-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/18230/000110465926042062/tm2611571d1_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-26-042062
- JSON: https://secwatch.observer/filing/0001104659-26-042062.json
- Plain text: https://secwatch.observer/filing/0001104659-26-042062.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.