Lynn J Good (CAT) discloses 122 Caterpillar shares held in trust
Rhea-AI Filing Summary
Caterpillar Inc reports that director Lynn J Good has indirect ownership of 122 shares of its Common Stock as of August 1, 2026. These shares are held in a revocable trust with Mr. Brian Good named as trustee.
Positive
- None.
Negative
- None.
Insider Trade Summary
1 transaction reported
Mixed
1 txn
Insider
GOOD LYNN J
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 122 shares (Indirect, In a revocable trust with Mr. Brian Good named as trustee.)
Key Figures
Indirectly owned common shares: 122 shares
1 metrics
Indirectly owned common shares
122 shares
Held in a revocable trust as of August 1, 2026
Key Terms
revocable trust, indirect ownership, trustee
3 terms
revocable trust financial
"In a revocable trust with Mr. Brian Good named as trustee."
A revocable trust is a legal arrangement where the person who creates it keeps control and can change or cancel the trust at any time, while naming who will manage and receive the assets later. Think of it like a flexible folder for your investments and property that can be relabeled or reworked as circumstances change; it matters to investors because it determines how ownership is recorded, how easily assets transfer on incapacity or death, and whether holdings bypass public probate proceedings.
indirect ownership financial
"has indirect ownership of 122 shares of Caterpillar common stock."
trustee financial
"Mr. Brian Good named as trustee overseeing the trust assets."
A trustee is a person or institution legally appointed to hold and manage assets or enforce an agreement on behalf of other people (beneficiaries). Think of a trustee as a neutral referee or custodian who must act in the beneficiaries’ best interests, follow the trust or contract rules, and handle distributions, recordkeeping and enforcement. Investors care because a trustworthy trustee protects their rights, ensures promised payments or remedies are delivered, and can influence recoveries if things go wrong.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
Is this Caterpillar (CAT) disclosure a stock purchase or sale by Lynn J Good?
No, this disclosure does not record a stock purchase or sale by Lynn J Good. It is a Form 3 holdings report showing 122 Caterpillar common shares held indirectly in a revocable trust, with Brian Good serving as trustee for that trust.
What does indirect ownership mean in this Caterpillar (CAT) insider report?
Indirect ownership means the Caterpillar shares are not registered directly in Lynn J Good’s name but held through another entity, here a revocable trust. She is associated with the trust, while Mr. Brian Good, as trustee, holds and manages the shares for the trust.