CAT · 8-K · 20260804PR000040
Trade Policy and Tariffs
CATERPILLAR INC · 2026-08-04 · Importance 53 · Surprise 60 · In source text
Caterpillar recorded $392 million of expected recoveries under the International Emergency Economic Power Act (IEEPA) tariff regime in second-quarter 2026 operating profit. The recoveries were primarily recorded in the quarter through Corporate Items and Eliminations and contributed to the quarter’s operating results. The company did not disclose a full-year tariff outlook or additional tariff-related costs in this section.
Key facts
- Second-quarter 2026 operating profit included $392 million of expected International Emergency Economic Power Act (IEEPA) tariff recoveries. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| operating_income | positive | realized | +1.9% | Second-quarter 2026 operating profit included $392 million of expected International Emergency Economic Power Act (IEEPA) tariff recoveries. |