Caterpillar Employees

Incorporating Your Caterpillar Success Into A Comprehensive Financial Strategy

You work hard and have been well rewarded for your efforts. But your financial life has become more complicated — and your time to manage it is less and less. You do not want to spend your limited free time worrying about your finances.

As a CAT employee, the structure of your compensation may have many different components.  In addition, your investments have likely become more complicated, particularly if you are an equity incentive participant.

Johnston Investment Counsel can develop a comprehensive financial plan that evaluates all aspects of your financial life and will meet your individual goals and objectives. We have found that many CAT employees may have all or some of the following situations that require special evaluation and strategies:

• Concentrated stock positions
• Low cost basis stock
• Net unrealized appreciation
• Equity based compensation (options and/or restricted stock)