secwatch.observer — SEC 8-K summary
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Issuer:     CATERPILLAR INC (CAT)
CIK:        0000018230
Form:       8-K
Filed at:   2026-04-10T23:59:59+00:00
Accession:  0001104659-26-042062
Event type: leadership
Sentiment:  neutral
Materiality: 0.60
Item codes: 5.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/18230/000110465926042062/0001104659-26-042062-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/18230/000110465926042062/tm2611571d1_8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-26-042062

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