Highest-materiality recent filing
Caterpillar Q2 2026 EPS $7.77 ($8.17 adj.) on revenue $20.5B, up 23% YoY
GAAP EPS $7.77 vs $4.62 in Q2 2025; adjusted EPS $8.17 vs $4.72.
Caterpillar raises quarterly dividend 8% to $1.63/share
Quarterly dividend increased by $0.12 to $1.63 per share, up from $1.51.
Caterpillar Q1 2026 EPS $5.47 vs $4.20 YoY; revenues $17.4B up 23%
1Q 2026 profit per share $5.47 (GAAP) vs $4.20 prior year; adjusted $5.54 vs $4.25.
Caterpillar nominates Lynn Good for election to board of directors
Board determined on April 7, 2026 to nominate Lynn Good as a director candidate.
Caterpillar appoints Kyle Epley as CFO effective May 1, 2026; Bonfield to retire
Kyle Epley, 53, Caterpillar veteran since 1996, appointed CFO effective May 1, 2026, succeeding Andrew Bonfield (retires Oct 1).
Caterpillar files segment data for 2024-2025 quarterly periods, no specific figures in filing body
Filing under Item 7.01 includes segment operating data for Construction, Resource, Power & Energy, and Financial Products.
Caterpillar Q4 revenue $19.1B (+18% YoY), EPS $5.12 vs $5.78; FY EPS $18.81 down 15%
Q4 2025 sales and revenues $19.1B, up 18% YoY; full-year $67.6B, up 4% YoY.
Caterpillar CEO Joe Creed elected Chairman; Umpleby retiring April 1, 2026
D. James Umpleby III to retire as Executive Chairman and Board member after 45 years of service, effective April 1, 2026.
Caterpillar Q3 2025 revenue $17.6B, up 9% YoY; adjusted EPS $4.95 vs $5.17
Q3 revenue $17.6B (+9% YoY); GAAP EPS $4.88, adjusted EPS $4.95, both down from $5.06/$5.17 in Q3 2024.
Caterpillar enters $3.5B 364-day credit facility, extends 3- and 5-year revolvers to 2028 and 2030
New $3.5B unsecured 364-day revolving credit facility expiring August 27, 2026.
Caterpillar updates 2025 tariff impact: Q3 up to $600M, full year up to $1.8B
Net impact from incremental tariffs: $500-600M in Q3 2025; $1.5-1.8B for full year 2025.
Caterpillar Q2 EPS $4.62 (down 16% YoY); adjusted EPS $4.72 (down 21%); revenue $16.6B
GAAP EPS $4.62 vs $5.48; adjusted EPS $4.72 vs $5.99; both declined YoY.
Caterpillar raises quarterly dividend 7% to $1.51 per share
Quarterly dividend raised to $1.51/share from $1.41, a 7% increase.
Caterpillar issues $2.0B in senior notes: $1.7B at 5.200% due 2035 and $300M at 5.500% due 2055
Issued $1.7B of 5.200% Senior Notes due 2035 and $300M of 5.500% Senior Notes due 2055.
Caterpillar Q1 sales down 10% to $14.2B; EPS $4.20 vs $5.75 YoY
Sales and revenues $14.2B, down 10% YoY from $15.8B; profit per share $4.20 vs $5.75.
Joe Creed appointed CEO and board member; Jim Umpleby transitions to Executive Chairman, effective May 1, 2025.
Caterpillar board member Daniel M. Dickinson will not stand for re-election
Daniel M. Dickinson informed the Board he will not stand for re-election at the 2025 Annual Meeting.
Caterpillar Q4 2024 sales $16.2B, EPS $5.78; full-year profit $22.05/share
Q4 sales $16.2B vs $17.1B YoY; net profit $5.78/share vs $5.28; adjusted EPS $5.14 vs $5.23.
Caterpillar Q3 2024: Revenue $16.1B down 4% YoY; GAAP EPS $5.06, adj EPS $5.17, both decline
Q3 2024 sales/revenues $16.1B, down from $16.8B YoY.
Caterpillar appoints former SAIC CEO Nazzic Keene to board
Nazzic Keene appointed to Caterpillar board effective November 1, 2024.
Caterpillar enters $3.15B 364-day credit facility; extends three- and five-year facilities
New $3.15B unsecured 364-day revolver replaces prior facility; expires August 28, 2025.
Caterpillar Q2 revenue falls to $16.7B; adjusted EPS rises to $5.99
Revenue $16.7B, down 3.5% from $17.3B in Q2 2023.
Caterpillar raises quarterly dividend 8% to $1.41/share, adds $20B to buyback authorization
Quarterly dividend increased to $1.41 per share from $1.30, an 8% rise; payable Aug. 20, 2024 to holders of record July 22, 2024.
Caterpillar Q1 GAAP EPS $5.75 vs $3.74, adjusted $5.60 vs $4.91; revenue $15.8B flat YoY
Revenue $15.8B, down slightly from $15.9B YoY; GAAP EPS $5.75, adjusted EPS $5.60.
Caterpillar director David Calhoun will not stand for re-election at 2024 annual meeting
David L. Calhoun communicated decision not to stand for re-election to Caterpillar's Board at the 2024 Annual Meeting.
Caterpillar Q4 EPS $5.28, revenue $17.1B; full-year record sales $67.1B
Q4 GAAP EPS $5.28 vs $2.79 YoY; adjusted EPS $5.23 vs $3.86.
Caterpillar names Jason Kaiser as Group President of Energy & Transportation
Jason Kaiser, former SVP of Electric Power Division, appointed Group President of Energy & Transportation effective Jan 1, 2024.
Caterpillar Q3 revenue $16.8B (+12% YoY), EPS $5.45 (adj. $5.52), margins improve
Third-quarter 2023 sales and revenues of $16.8B, up 12% YoY from $15.0B.
Caterpillar appoints Joseph Creed as COO effective Nov 1, 2023; salary to $1.115M
Joseph Creed, formerly Group President of Energy & Transportation, appointed COO effective Nov 1, 2023.
Caterpillar enters $3.15B 364-day revolving credit facility; extends three- and five-year facilities
364-Day Facility provides up to $3.15B in unsecured revolving credit, expiring August 29, 2024.
Director Kelly Ayotte resigns from Caterpillar board to run for NH governor
Kelly A. Ayotte resigned effective August 8, 2023, to pursue candidacy for governor of New Hampshire.
Caterpillar Q2 2023 revenue $17.3B (+22% YoY); EPS $5.67 beats $3.13
Revenue $17.3B, up 22% YoY; operating margin 21.1% vs 13.6%.
Caterpillar raises quarterly dividend 8% to $1.30/share
Quarterly dividend increased to $1.30 per share from $1.20, an 8% rise.
Caterpillar Q1 sales up 17% to $15.9B; adjusted EPS $4.91 vs $2.88 YoY
Q1 sales and revenues $15.9B (+17% YoY); GAAP EPS $3.74, adjusted EPS $4.91.
Edward Rust will not stand for re-election at 2023 annual meeting; served as director since 2003.
Caterpillar Q4 revenue $16.6B (+20% YoY); adj EPS $3.86; full-year adj EPS record $13.84
Q4 sales and revenues $16.6B, up 20% YoY; Q4 GAAP EPS $2.79, adjusted EPS $3.86.
Caterpillar Q3 2022 sales $15.0B (+21% YoY), EPS $3.87 vs $2.60
Sales and revenues of $15.0B, up 21% YoY; operating profit margin 16.2% (13.4% prior year).
Caterpillar waives age-65 retirement policy for Chairman & CEO Jim Umpleby
Board waived mandatory retirement policy requiring CEO to retire at age 65.
Settlement with IRS resolves all issues for 2007-2016, including disputed CSARL parts profits treatment.
$3.15 billion unsecured revolving credit facility expires Aug 31, 2023; replaces prior 364-day facility.
Caterpillar Q2 sales up 11% to $14.2B, EPS $3.13; global machine retail sales down 4%
Q2 2022 sales and revenues $14.2B (+11% YoY); EPS $3.13 vs $2.56 YoY; adjusted EPS $3.18 vs $2.60.
Caterpillar raises dividend 8% to $1.20/qtr; climate disclosure proposal approved by shareholders
Quarterly cash dividend increased 8% to $1.20/share from $1.11, payable Aug 19 to holders of record July 20.
Caterpillar Q1 2022 revenue up 14% to $13.6B; EPS $2.86 vs $2.77
Sales and revenues $13.6B, +14% YoY; profit per share $2.86 vs $2.77; adjusted EPS $2.88 vs $2.87.
Caterpillar appoints William E. Schaupp as Chief Accounting Officer effective April 1, 2022
William E. Schaupp, age 50, appointed CAO effective April 1, 2022.
Caterpillar Chief Accounting Officer to retire April 1, 2022
Gary Michael Marvel, Chief Accounting Officer, notified company of retirement on Feb 2, 2022.
Director Miles D. White will not stand for re-election at Caterpillar's 2022 annual meeting
Miles D. White communicated to the Board on February 1, 2022, that he will not seek re-election at the 2022 Annual Meeting.
Caterpillar Q4 revenues up 23% to $13.8B; adj. EPS $2.69 vs $2.12 YoY
Q4 2021 sales and revenues $13.8B, up 23% YoY; full year $51.0B, up 22% YoY.
Caterpillar Q3 2021 revenue $12.4B, EPS $2.60; retail sales rise 17% globally
Sales and revenues up 25% YoY to $12.4B; operating profit margin 13.4% vs 10.0%.
New $3.15B unsecured revolving credit facility replaces prior 364-day facility; expires September 2, 2022.
Caterpillar Q2 2021 EPS $2.56 ($2.60 adj); Sales $12.9B +29% YoY; Retail machines +20%
GAAP EPS $2.56 vs $0.84 YoY; adjusted EPS $2.60 vs $1.27; operating margin 13.9% vs 7.8%.
On April 15, 2025, Caterpillar Inc. (the “Company”) announced that, on April 9, 2025, the Board of Directors (the “Board”) of the Company appointed Joseph E. Creed (49) as the Company’s Chief Executive Officer and as a member of the Board, effective May 1, 2025, succeeding D. James Umpleby III.
Mr. Umpleby will continue to serve as Chief Executive Officer until May 1, 2025, at which point he will become Executive Chairman of the Board.
On April 7, 2025, Daniel M. Dickinson communicated to the Board of Directors (the “Board”) of Caterpillar Inc. (the “Company”) his decision not to stand for re-election to the Board at the Company’s 2025 Annual Meeting of Shareholders.
the Board of Directors (the “Board”) of the Company appointed Nazzic Keene to serve on the Board, effective November 1, 2024.
On April 1, David L. Calhoun communicated to the Board of Directors (the “Board”) of Caterpillar Inc. (the “Company”) of his decision not to stand for re-election to the Board at the Company’s 2024 Annual Meeting of Shareholders.
On October 11, 2023, the Board of Directors (the “Board”) of Caterpillar Inc. (the “Company” or “Caterpillar”) appointed Joseph E. Creed as the Company’s Chief Operating Officer, effective November 1, 2023.
accepted the previously tendered resignation of Kelly A. Ayotte, effective August 8, 2023, as a member of the Company’s Board of Directors
the Board appointed two new directors, Judith Marks and James Fish, Jr., in each case effective March 1, 2023.
On January 27, 2023, Edward Rust communicated to the Board of Directors (the “Board”) of Caterpillar Inc. (the “Company”) his decision not to stand for re-election to the Board at the Company’s 2023 Annual Meeting of Shareholders.
the Board appointed two new directors, Judith Marks and James Fish, Jr., in each case effective March 1, 2023.
On February 9, 2022, the Board of Directors of Caterpillar Inc. (the “Company”) appointed William E. Schaupp, age 50 as Chief Accounting Officer. Mr. Schaupp's appointment is effective April 1, 2022
follows the previously announced retirement of Gary Michael Marvel as the Company’s Chief Accounting Officer.
Max materiality 0.85 · Median 0.65 · Most common event earnings