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AI brief of an SEC Form 8-K · Caterpillar (CAT)

Caterpillar names Kyle Epley CFO effective May 1, 2026; Andrew Bonfield retires Oct. 1

Neutral Impact 4 of 5 leadership Written later

Caterpillar's board appointed Kyle Epley, who joined the company in 1996 and has led Global Finance Services since 2019, as chief financial officer effective May 1, 2026, succeeding Andrew Bonfield. Bonfield remains CFO until May 1, 2026, then serves in an advisory role and retires October 1, 2026. The filing also sets Epley's annual salary at $930,500 and a long-term incentive grant with a grant-date fair value of $1.8 million.

Key points

  • Kyle Epley, 53, senior vice president of Global Finance Services, appointed CFO by the board on April 7, 2026, effective May 1, 2026
  • Andrew Bonfield, CFO, retires October 1, 2026; he serves in an advisory role through that date
  • Epley's annual salary rises to $930,500 effective May 1, 2026; target annual incentive set at 115% of base salary
  • Long-term incentive grant with a grant-date fair value of $1.8 million: half performance-based RSUs, one-quarter stock options, one-quarter time-based RSUs

The filing

CompanyCaterpillar (CAT)
Form8-K, current report
Filed with the SECApr 10, 2026, 4:30 PM ET
Accession number0001104659-26-042062

Items reported: 5.02 Director / Officer Change

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 2:16 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on April 10, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.