Kyle Epley was named Chief Financial Officer of Caterpillar Inc, effective May 1, 2026. As of November 6, 2026, Caterpillar Inc has reported 2 leadership change filings to the SEC under Item 5.02 of Form 8-K, from April 10, 2026 to October 15, 2026, naming 1 appointment (Form 8-K, April 10, 2026).
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Caterpillar Inc reported changes in 2 filings among its directors and officers to the SEC on Form 8-K, Item 5.02, from 2026-04-10 to 2026-10-15. They name 1 person. Every row below is cited to the filing it comes from, and this page adds each new change as Caterpillar Inc files it.
Also on the record for Caterpillar Inc
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| April 29, 2026 | Stake report, Schedule 13G, by Vanguard Capital Management | 7.47% of the class | 5%+ stakes | Source |
| March 26, 2026 | Stake report, Schedule 13G/A, by The Vanguard Group | — | 5%+ stakes | Source |
| March 5, 2026 | Stake report, Schedule 13G/A, by The Vanguard Group | 10.06% of the class | 5%+ stakes | Source |
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Caterpillar Inc elsewhere on the record
Companies that share a holder
- Vanguard Capital Management also filed stake reports on 1495 other companies: A10 Networks Inc (Oct 2026), Altisource Portfolio Solutions SA (Oct 2026), Alto Neuroscience Inc (Oct 2026)
- The Vanguard Group also filed stake reports on 2384 other companies: BellRing Brands, Inc. (Sep 2026), CAL-MAINE FOODS INC (Sep 2026), FTAI Aviation Ltd. (Sep 2026)
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Timeline
| Filed | In / out | Person | Role | Effective | Source |
|---|---|---|---|---|---|
| 2026-10-15 | Reported | not named in the filing | 8-K, 2026-10-15 | ||
| 2026-04-10 | In | Chief Financial Officer | 2026-05-01 | 8-K, 2026-04-10 |
Who leads Caterpillar Inc, as last reported?
For each role that changed in the filings below, the most recent change reported. A role that did not change in these filings is not listed.
- Chief Financial Officer: Kyle Epley, appointed, effective 2026-05-01 (filed 2026-04-10).
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Reported
The Company issued a press release in connection with Ms. Johnson's retirement, which press release is attached hereto as Exhibit 99.1.
- On October 15, 2026, Caterpillar Inc. (the "Company") announced that Denise C. Johnson is transitioning from her position as group president of Resource Industries, effective as of November 1, 2026.
Appointed: Kyle Epley, Chief Financial Officer, effective 2026-05-01
On April 8, 2026, Caterpillar Inc. (the "Company") announced that, on April 7, 2026, the Board of Directors (the "Board") of the Company appointed Kyle Epley as the Company's Chief Financial Officer, effective May 1, 2026, succeeding Andrew R.J. Bonfield.
- Mr. Bonfield will continue to serve as Chief Financial Officer until May 1, 2026, at which point he will remain an employee through his retirement from the Company on October 1, 2026.
- Mr. Epley, 53, currently serves as a senior vice president of the Company, responsible for the Global Finance Services Division, a position he has held since 2019.
- Mr. Epley joined Caterpillar in 1996 and progressed through various positions of increasing responsibility across the global enterprise, including financial planning and analysis manager, corporate forecasting business manager, and cost and business analysis manager.
- He also served as division chief financial officer for both the Electronics & Machine Systems Division and the Industrial Power Systems Division, as well as the group chief financial officer for the Customer & Dealer Support segment.
- He became corporate controller in 2017 and assumed leadership of the Global Finance Services Division in 2019.
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Where this comes from
A public company must file a current report on Form 8-K with the SEC within four business days when a director leaves or is elected, or when its chief executive, chief financial, chief accounting or chief operating officer, or another named executive, departs or is appointed. That disclosure goes under Item 5.02 of the report.
Every change on this page is taken from one of those filings and quoted in the company's own words, with a link to the filing, so it can be checked at the source. Where a filing names the person, the role and the date a change takes effect, they are shown beside the quote. Where it does not, the quote stands on its own. A filing states what changed; it rarely states why, and neither does this page.