CATERPILLAR INC

Caterpillar reported strong second-quarter 2026 results with significant increases in sales, profit, and diluted EPS compared to the prior year. Year-to-date performance also showed substantial growth across key financial metrics. The company recorded $392 million in expected IEEPA tariff recoveries and continued its share repurchase program, buying back $4.92 billion of common stock year-to-date.

Caterpillar Inc. announced a quarterly cash dividend of $1.63 per share, an increase of $0.12 from the prior dividend of $1.51, payable on August 19, 2026. This announcement followed the 2026 Annual Shareholders Meeting where all director nominees were elected, the appointment of PricewaterhouseCoopers LLP as auditor was ratified, and executive compensation was approved on an advisory basis. A shareholder proposal regarding the right to act by written consent was not approved.

Caterpillar Inc. reported strong first-quarter results for 2026, with total sales and revenues increasing by 22.2% to $17.42 billion and diluted EPS rising by 30.2% to $5.47. Consolidated profit grew by 27.3% to $2.54 billion. The company also completed the acquisition of RPM Global, contributing to an increase in goodwill, and noted a U.S. Supreme Court ruling on unauthorized IEEPA tariffs totaling approximately $1.0 billion, for which recovery is not probable.

Caterpillar Inc. announced its 2026 Annual Meeting of Shareholders will be held virtually on June 10, 2026. Joseph E. Creed assumed the roles of Chairman and CEO, succeeding Jim Umpleby, who retired on April 1, 2026. The company reported record full-year sales and revenues of $67.6 billion in 2025, alongside strong operating profit and significant shareholder returns. Shareholders will vote on director nominees, auditor ratification, executive compensation, and a shareholder proposal.

Caterpillar Inc. reported a strong first quarter for 2026, with sales and revenues increasing 22% to $17.4 billion, driven by higher sales volume and favorable price realization. Adjusted profit per share rose to $5.54. The company deployed $5.7 billion in cash for share repurchases and dividends during the quarter, reflecting disciplined capital allocation. Management highlighted resilient end markets, robust order activity, and a record backlog.

Caterpillar Inc.'s board of directors has nominated Lynn Good to serve as a director nominee for election at the company's 2026 Annual Meeting of Shareholders. If elected, her appointment is slated to become effective on August 1, 2026. This nomination represents a standard corporate governance action.

Caterpillar Inc. announced the appointment of Kyle Epley as its new Chief Financial Officer, effective May 1, 2026. Mr. Epley, currently a senior vice president, will succeed Andrew R.J. Bonfield, who will retire from the company on October 1, 2026. In connection with his promotion, Mr. Epley's annual salary will increase to $930,500.

Caterpillar Inc. filed an 8-K including a press release reporting its financial results for the quarter ended September 30, 2025. The filing also furnishes supplemental information concerning retail sales of machines and power systems to end users and OEMs, providing investors with insights into the company's sales performance.

Caterpillar Inc. filed an 8-K announcing its financial results for the quarter ended September 30, 2025. The company issued a press release (Exhibit 99.1) and furnished supplemental information on retail sales of machines and power systems (Exhibit 99.2).

Caterpillar announced that Executive Chairman D. James Umpleby III will resign from the Board, effective April 1, 2026. Current CEO Joseph E. Creed will assume the role of Chairman of the Board on the same date. This leadership transition marks a shift in the company's governance structure.