To help you reach your financial savings goals, our Employee Investment Plan (also called the Employee Stock Purchase Plan (ESPP)) is a voluntary plan that allows you to purchase Caterpillar stock.
How it Works
You can contribute between 2 – 6% of your eligible earnings via payroll deduction on specific dates to purchase Caterpillar stock. The company also makes contributions on your behalf (as defined in your plan booklet).
How to Enroll
If you are eligible, you will receive an email from our administrator, E*TRADE (also known as Morgan Stanley@Work), with a link and instructions on how to enroll online. It’s easy. Once you enroll, your contributions — and the company’s — will begin on the next available payroll. The funds will be used to purchase Caterpillar common stock on your behalf.
How to manage your contributions and shares
You can manage your ESPP account through E*TRADE (also known as Morgan Stanley@Work). You can make changes to your contributions, sell or transfer your shares and update your beneficiary details. Watch video link for an overview of E*TRADE’s website.
Questions and disclaimer
For more information on eligibility or other ESPP questions, please email GlobalEIPAdministration@cat.com.
Please be aware that Caterpillar is not able to provide financial advice.
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