CAT's three largest insider shareholders as of June 09, 2026 are Iii Donald J Umpleby (Executive Chairman, 464.20K shares), Lange Bob De (Group President, 86.03K shares), Andrew R J Bonfield (Chief Financial Officer, 52.94K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Rayford Jr Wilkins | - | 8,123 | 0 | 13 Jun, 2025 |
| Andrew R J Bonfield | Chief Financial Officer | 52,935 | 0 | 06 Mar, 2026 |
| Susan C Schwab | - | 5,948 | 0 | 20 Nov, 2025 |
| David L Calhoun | - | 49,815 | 0 | 15 Jun, 2023 |
| Miles D White | - | 8,382 | 0 | 02 Mar, 2022 |
| David Maclennan | - | 7,947 | 0 | 06 Nov, 2025 |
| Iii Donald J Umpleby | Executive Chairman | 464,199 | 0 | 06 Mar, 2026 |
| Nazzic S Keene | - | 512 | 0 | 13 Jun, 2025 |
| Christine M Pambianchi | Chief Human Resources Officer | 3,307 | 0 | 04 Mar, 2026 |
| Denise C Johnson | Group President | 49,825 | 0 | 06 Mar, 2026 |
| Judith Fran Marks | - | 1,717 | 0 | 13 Jun, 2025 |
| Lange Bob De | Group President | 86,029 | 0 | 06 Mar, 2026 |
| Suzette M Long | Clo/General Counsel | 13,890 | 0 | 08 Jun, 2023 |
| Kelly Ayotte | - | 6,113 | 0 | 15 Jun, 2023 |
| William E Schaupp | Chief Accounting Officer | 890 | 0 | 06 Mar, 2026 |
| Joseph E Creed | Chief Executive Officer | 35,083 | 0 | 06 Mar, 2026 |
| Gerald Johnson | - | 3,659 | 0 | 13 Jun, 2025 |
| Anthony D. Fassino | Group President | 46,041 | 0 | 06 Mar, 2026 |
| Jason Kaiser | Group President | 9,594 | 0 | 06 Mar, 2026 |
| Derek Owens | Chief Legal Officer | 8,203 | 0 | 06 Mar, 2026 |
| Rodney Michael Shurman | Group President | 2,546 | 0 | 06 Mar, 2026 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 31 Mar, 2026 | David Maclennan | Phantom Stock Units | A | 33 | $690.44 | 453 | D | A |
| 31 Mar, 2026 | David Maclennan | Phantom Stock Units | A | 33 | $690.44 | 453 | D | A |
| 26 Mar, 2026 | Joseph E Creed | Phantom Stock Units | A | 3 | $703.19 | 11,583 | D | A |
| 26 Mar, 2026 | Joseph E Creed | Phantom Stock Units | A | 3 | $703.19 | 11,583 | D | A |
| 13 Mar, 2026 | Joseph E Creed | Phantom Stock Units | A | 428 | $693.99 | 11,433 | D | A |
| 13 Mar, 2026 | Joseph E Creed | Phantom Stock Units | A | 428 | $693.99 | 11,433 | D | A |
| 13 Mar, 2026 | Jason Kaiser | Phantom Stock Units | A | 186 | $693.99 | 5,564 | D | A |
| 13 Mar, 2026 | Jason Kaiser | Phantom Stock Units | A | 186 | $693.99 | 5,564 | D | A |
| 06 Mar, 2026 | Jason Kaiser | Phantom Stock Units | A | 106 | $680.90 | 5,520 | D | A |
| 06 Mar, 2026 | Joseph E Creed | Phantom Stock Units | A | 214 | $680.90 | 11,293 | D | A |
| 06 Mar, 2026 | Joseph E Creed | Phantom Stock Units | A | 214 | $680.90 | 11,293 | D | A |
| 06 Mar, 2026 | Jason Kaiser | Phantom Stock Units | A | 106 | $680.90 | 5,520 | D | A |
| 04 Mar, 2026 | Anthony D. Fassino | Common Stock | D | 346 | $738.42 | 46,041 | D | F |
| 04 Mar, 2026 | William E Schaupp | Common Stock | D | 19 | $738.42 | 890 | D | F |
| 04 Mar, 2026 | Lange Bob De | Common Stock | D | 393 | $738.42 | 86,029 | D | F |
| 04 Mar, 2026 | Jason Kaiser | Common Stock | D | 368 | $738.42 | 9,594 | D | F |
| 04 Mar, 2026 | Rodney Michael Shurman | Common Stock | D | 117 | $738.42 | 2,546 | D | F |
| 04 Mar, 2026 | Derek Owens | Common Stock | D | 338 | $738.42 | 8,203 | D | F |
| 04 Mar, 2026 | Joseph E Creed | Common Stock | D | 696 | $738.42 | 37,583 | D | F |
| 04 Mar, 2026 | Iii Donald J Umpleby | Common Stock | D | 1,546 | $738.42 | 464,199 | D | F |