Tim Walberg Discloses Joint Purchase of Caterpillar (CAT) Stock

A newly filed Periodic Transaction Report shows Rep. Tim Walberg, a member of the U.S. House of Representatives, reported a purchase of Caterpillar, Inc. Common Stock (CAT) in a jointly-held account shared with his spouse. The transaction is dated February 7, 2025, and the disclosed value falls in the range of $15,001 to $50,000, the standard bracket used in these congressional filings rather than an exact dollar figure.

The filing was made under the STOCK Act, which requires members of Congress and their spouses to publicly disclose securities transactions above a certain threshold within 45 days of execution. In this case, the report was filed 476 days after the transaction date, well beyond that 45-day window. We note this delay factually, without speculating on the reason behind it, as the filing itself does not provide an explanation.

What the Filing Shows

According to the disclosure, the transaction is classified as a purchase in a jointly-held account, meaning both Rep. Walberg and his spouse have an interest in the asset. Caterpillar is a large industrial equipment manufacturer whose stock trades under the ticker CAT. The filing does not include any additional detail beyond the transaction type, date, asset name, and dollar range, which is standard for these periodic disclosures.

Our internal classification labels this event a ‘congress buy’ signal, which simply reflects that the disclosed transaction was a purchase rather than a sale. This classification is used across whoisbuyingnow.com to help readers track buying and selling activity disclosed by members of Congress over time, similar to how we track institutional filings such as our coverage of ING GROEP NV’s quarterly 13F portfolio moves.

Context for Readers

Periodic Transaction Reports like this one are part of a broader transparency framework that applies to all members of Congress, regardless of party or committee assignment. The filings are self-reported and are intended to give the public visibility into potential conflicts of interest, not to serve as investment recommendations or indications of wrongdoing. Filing after the 45-day deadline does happen from time to time, and reports like this one are still made public once submitted.

Readers interested in tracking additional disclosures from Rep. Walberg or other members of Congress can expect ongoing coverage on whoisbuyingnow.com as new Periodic Transaction Reports become available. As always, this reporting reflects only what has been disclosed in the public filing and does not constitute financial or investment guidance.

Source: original House Periodic Transaction Report.

Leave a Comment