Form 4 for CAT Caterpillar Inc.
Accepted 2022-03-11 00:00:00 ET · period of report 2022-03-09 · accession 0000018230-22-000076 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2022-03-11 | 2022-03-09 | CAT | BONFIELD ANDREW R J | CFO | F - Tax | $210.53 | -32.6K | 48.4K | -40% | -$6.86M |
| DM | 2022-03-11 | 2022-03-09 | CAT | BONFIELD ANDREW R J | CFO | M - OptEx | $132.31 | +41.1K | 63.0K | +188% | +$5.44M |
| DM | 2022-03-11 | 2022-03-09 | CAT | BONFIELD ANDREW R J | CFO | M - OptEx | $0.00 | -41.1K | 0 | -100% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2022-03-09 | F | D | 18,027 | $210.53 | 53,487 | D | — | — | |
| 2 | Common | Common Stock | 2022-03-09 | M | A | 23,095 | $127.60 | 71,514 | D | — | — | |
| 3 | Common | Common Stock | 2022-03-09 | F | D | 14,572 | $210.53 | 48,419 | D | — | — | |
| 4 | Common | Common Stock | 2022-03-09 | M | A | 18,012 | $138.35 | 62,991 | D | — | — | |
| 5 | Derivative | Employee Stock Options | 2022-03-09 | M | D | 23,095 | $0.00 | 23,095 | D | $127.60 · — to 2030-03-02 | 23,095 Common Stock | (F2) The stock options were granted pursuant to the Caterpillar Inc. 2014 Long-Term Incentive Plan on March 2, 2020 and vest equally in 1/3 increments on the first, second and third anniversaries of the grant date. |
| 6 | Derivative | Employee Stock Options | 2022-03-09 | M | D | 18,012 | $0.00 | 0 | D | $138.35 · — to 2029-03-04 | 18,012 Common Stock | (F1) The stock options were granted pursuant to the Caterpillar Inc. 2014 Long-Term Incentive Plan on March 4, 2019 and vest equally in 1/3 increments on the first, second and third anniversaries of the grant date. |