2nd Quarter - Report

CATERPILLAR INC. for CATERPILLAR INC

Firm
Client
Income
—
Expenses
$1,237,000
Expense method
A: Lobbying Disclosure Act definitions

What was lobbied

8 issue areas, each in the filer's own words, with who lobbied on it and where.

Transportation TRA

Discussions re: implementation of the Infrastructure Investment and Jobs Act (issues related to surface transportation funding and infrastructure investments; PL: 117-58) General discussions about Highway Trust Fund and surface transportation reauthorization (no specific bill).

LobbyistCovered position, as disclosed
NATHAN SMITH —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Trucking/Shipping TRU

General discussions and briefings on ocean shipping, port operations and logistical environment (no bill number)

LobbyistCovered position, as disclosed
NATHAN SMITH —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Education EDU

Discussions regarding workforce challenges in the manufacturing and construction industries (H.R. 1151 - Freedom to Invest in Tomorrows Workforce Act) (entire bill) General discussions regarding workforce challenges in the manufacturing and construction industries related to Pell Grants (no specific bill number)

LobbyistCovered position, as disclosed
NATHAN SMITH —

Contacted: HOUSE OF REPRESENTATIVES

Bills named: H.R. 1151 (119th)

Law Enforcement/Crime/Criminal Justice LAW

General discussions regarding ongoing industry issue of product theft from shipping containers on railroads. (no specific bill)

LobbyistCovered position, as disclosed
NATHAN SMITH —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Trade (domestic/foreign) TRD

General discussions related to U.S. trade policy, tariff proposals, market access issues and digital trade (no bill number). General discussions related to Commerce Department pending 232 investigations (No bill number) General discussions related to USMCA FTA and mandatory review. (No bill number) General discussions related to pending USTR trade actions (No bill number)

LobbyistCovered position, as disclosed
MARGARET CARAVELLI —
CHRISTINE GOMES New —
KATIE HAYS (STRONG) —

Contacted: Commerce, Dept of (DOC); SENATE; HOUSE OF REPRESENTATIVES; U.S. Trade Representative (USTR)

Taxation/Internal Revenue Code TAX

Discussions regarding extension of the Investment Tax Credit for combined heat and power system property (Sec 48 ITC) and inclusion of tax credits related to combined heat and power systems and waste heat recovery, including qualifying combined heat and power systems under the section 45Y and 48E tax credits. (Section 13001; P.L. 117-169). General discussions related to corporate and international tax issues and OECD negotiations on the taxation of global income including IRC 11, 951A, 250 on the taxation of domestic and global income. (HR 1, to Provide for Reconciliation Pursuant to Title II of HConRes 14, Sections 70321, 70322, 70323, 70331) General discussions around energy credits (no bill number) Issues related to bonus depreciation (HR 1, to Provide for Reconciliation Pursuant to Title II of HConRes 14, Section 70301) Issues related to IRC 174 and full expensing of R&E expenditures (HR 1990 - American Innovation and R&D Competitiveness Act of 2025 (entire bill) and HR 1, to Provide for Reconciliation Pursuant to Title II of HConRes 14, Section 70302) Issues related to the deductibility of state and local taxes and IRC 164(a) (no bill number)

LobbyistCovered position, as disclosed
MARGARET CARAVELLI —
KATIE HAYS (STRONG) —
CHRISTOPHER MYERS —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.Con.Res. 14 (119th), H.R. 1 (119th), H.R. 1990 (119th)

Energy/Nuclear ENG

General discussions around permitting reform (no bill number).

LobbyistCovered position, as disclosed
MARGARET CARAVELLI —
KATIE HAYS (STRONG) —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Copyright/Patent/Trademark CPT

Discussions regarding automotive right to repair efforts (H.R.1566 - Right to Equitable and Professional Auto Industry Repair Act; entire bill)

LobbyistCovered position, as disclosed
KATIE HAYS (STRONG) —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 1566 (119th)

Shown as published by the Senate Office of Public Records and the House Clerk under the Lobbying Disclosure Act. The official filing is the record; open it for the full form.