4th Quarter - Report — CATERPILLAR INC. for CATERPILLAR INC (2024)

Firm

CATERPILLAR INC.

Client

CATERPILLAR INC

Income

—

Expenses

$1,760,000

Expense method

A: Lobbying Disclosure Act definitions

What was lobbied

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

Taxation/Internal Revenue Code TAX

Issues related to interest deductibility (No bill number); 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. (No bill number); Issues related to bonus depreciation (HR 7024, Tax Relief for American Families and Workers Act of 2024, Sec.203); Issues related to IRC 174 and full expensing of R&E expenditures (HR 7024, Tax Relief for American Families and Workers Act of 2024, Sec.201); Discussions regarding extension of the Investment Tax Credit for combined heat and power system property (Sec 48 ITC) and implementation 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); Discussions regarding implementation of the Qualified Commercial Clean Vehicle (QCCV) tax credit under the Inflation Reduction Act (Section 13403; P.L. 117-169).

Lobbyist	Covered position, as disclosed
MARGARET CARAVELLI New	Counsel, US House Committee on Energy & Commerce; Chief Counsel, US House Committee on Science, Space, & Technology; and Senior Clean Air Act Counsel, US Senate Committee on Environment & Public Works.
KATIE HAYS (STRONG)	—
CHRISTOPHER MYERS	—
NATHAN SMITH	—

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 7024 (118th)

Energy/Nuclear ENG

General discussions around Permitting Reform (no bill number); General discussions around the DOE pause on approvals of LNG Export terminals (no bill number); General discussion related to US government support for energy infrastructure in Ukraine (No bill number).

Lobbyist	Covered position, as disclosed
MARGARET CARAVELLI New	Counsel, US House Committee on Energy & Commerce; Chief Counsel, US House Committee on Science, Space, & Technology; and Senior Clean Air Act Counsel, US Senate Committee on Environment & Public Works.
KATIE HAYS (STRONG)	—

Contacted: State, Dept of (DOS); SENATE; HOUSE OF REPRESENTATIVES

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); Discussions regarding the Water Resources Development Act - H.R. 8812 (entire bill); General discussions on implementation of FAA Reauthorization Act (PL: 118-63) - Sec. 768.

Lobbyist	Covered position, as disclosed
NATHAN SMITH	—

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 8812 (118th)

Copyright/Patent/Trademark CPT

Discussions regarding Right to Repair efforts (H.R. 906 - Right to Equitable and Professional Auto Industry Repair Act) (entire bill); General discussions on patent reform legislation: PREVAIL Act (S. 2220, H.R. 4370) and Patent Eligibility Restoration Act of 2023 (S.2140) - entire bills; Discussions regarding automotive right to repair efforts (H.R. 906 - Right to Equitable and Professional Auto Industry Repair Act; entire bill); (H.R.8070 - Servicemember Quality of Life Improvement and National Defense Authorization Act for Fiscal Year 2025; Sec. 857) (S.4638 - National Defense Authorization Act for Fiscal Year 2025; Sec. 828).

Lobbyist	Covered position, as disclosed
KATIE HAYS (STRONG)	—
NATHAN SMITH	—

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: S. 4638 (118th), S. 2220 (118th), H.R. 8070 (118th), H.R. 906 (118th), H.R. 4370 (118th), S. 2140 (118th)

Trucking/Shipping TRU

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

Lobbyist	Covered position, as disclosed
NATHAN SMITH	—

Contacted: HOUSE OF REPRESENTATIVES; Transportation, Dept of (DOT)

Education EDU

Discussions regarding workforce challenges in the manufacturing and construction industries (H.R. 6655 - A Stronger Workforce for America Act, H.R. 6585 - Bipartisan Workforce Pell Act, H.R. 1477 - Freedom to Invest in Tomorrows Workforce Act) (entire bill for each).

Lobbyist	Covered position, as disclosed
NATHAN SMITH	—

Contacted: HOUSE OF REPRESENTATIVES

Bills named: H.R. 6585 (118th), H.R. 1477 (118th), H.R. 6655 (118th)

Environment/Superfund ENV

General discussions related to the Diesel Emissions Reduction Act reauthorization (H.R. 5444) (entire bill).

Lobbyist	Covered position, as disclosed
NATHAN SMITH	—

Contacted: HOUSE OF REPRESENTATIVES

Bills named: H.R. 5444 (118th)

Law Enforcement/Crime/Criminal Justice LAW

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

Lobbyist	Covered position, as disclosed
NATHAN SMITH	—

Contacted: HOUSE OF REPRESENTATIVES; Transportation, Dept of (DOT)

Trade (domestic/foreign) TRD

General discussions related to U.S. trade policy, market access issues and digital trade policy (no bill number).

Lobbyist	Covered position, as disclosed
KATIE HAYS (STRONG)	—

Contacted: Commerce, Dept of (DOC); HOUSE OF REPRESENTATIVES; SENATE

Tariff (miscellaneous tariff bills) TAR

Discussions regarding the Miscellaneous Tariff Bill (H.R. 8398 - Miscellaneous Tariff Bill Reform Act) (entire bill).

Lobbyist	Covered position, as disclosed
KATIE HAYS (STRONG)	—

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 8398 (118th)

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.