SHURMAN RODNEY MICHAEL (Group President) sold 61.2% of their position (2.28K shares) of CATERPILLAR INC on the open market
Open‑market sale worth $1.73M — a major position exit. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 1 sale
Filed: 2/24/2026ACC: 0001104659-26-019298
Officer· Group President
Since Mar 2026
-2.28K
Net shares
Net seller
$1.73M
Total sold
1
Open market trades
0B · 1S
3
Total transactions
2.28K acquired · 4.56K disposed
Non-Derivative Transactions2
Common Stock
Direct
Shares
+2.28K
Price / share
$253.98
Trade value
$578.57K
% of position
157.9%
2/23/2026
1.44K→3.72K
Common Stock
Direct
Shares
−2.28K
Price / share
$759.61
Trade value
$1.73M
% of position
61.2%
2/23/2026
3.72K→1.44K
Total
Net shares
+0.00
Net value
-$1.15M
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 2/23/2026 | M · Option Exercise | +2.28K | $253.98 | $578.57K | 157.9% | 1.44K | 3.72K |
| Common Stock Direct | 2/23/2026 | S · Sale | −2.28K | $759.61 | $1.73M | 61.2% | 3.72K | 1.44K |
| Total | +0.00 | -$1.15M | ||||||
Derivative Transactions1
Employee Stock Options
Direct
Converts to
Common Stock
2.28K shares
Shares
−2.28K
Strike price
253.98
Held after
5.64K
Exercisable
—
2/23/2026
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Employee Stock Options Direct | Common Stock2.28K shares | 2/23/2026 | M · Option Exercise | −2.28K | 253.98 | — | 5.64K |
Non-Derivative Holdings (Post-Transaction)1
Common Stock
IndirectShares owned6.75K
Total
6.75K indirect6.75K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Common Stock | 6.75K | Indirect |
| Total | 6.75K | 6.75K indirect |
Derivative Holdings (Post-Transaction)0
No derivative holdings reported