Maintenance Intervals
Maintenance Intervals
Maintenance Intervals
® ®
© 2010 Caterpillar
All Rights Reserved
SEBU7458-07
October 2005
Operation and
Maintenance
Manual
966G Series II and 972G Series II
Wheel Loaders
AXC1-Up (Machine)
AXE1-Up (Machine)
AXJ1-Up (Machine)
AXL1-Up (Machine)
AXN1-Up (Machine)
AWP1-Up (Machine)
AXP1-Up (Machine)
ANT1-Up (Machine)
ANY1-Up (Machine)
AWY1-Up (Machine)
ANZ1-Up (Machine)
AWZ1-Up (Machine)
SEBU7458-07 113
Maintenance Section
Maintenance Interval Schedule
The user is responsible for the performance of Every 100 Service Hours or 2 Weeks
maintenance, including all adjustments, the use of
proper lubricants, fluids, filters, and the replacement Axle Oscillation Bearings - Lubricate ................... 116
of components due to normal wear and aging. Failure Bucket Linkage and Loader Cylinder Bearings -
to adhere to proper maintenance intervals and Lubricate ........................................................... 120
procedures may result in diminished performance of Bucket Upper Pivot Bearings - Lubricate ............ 123
the product and/or accelerated wear of components. Logging Fork Clamp - Lubricate ......................... 159
Steering Cylinder Bearings - Lubricate ............... 164
Use mileage, fuel consumption, service hours, or
calendar time, WHICH EVER OCCURS FIRST, Every 250 Service Hours or Monthly
in order to determine the maintenance intervals.
Products that operate in severe operating conditions Battery - Clean ..................................................... 117
may require more frequent maintenance. Belts - Inspect/Adjust/Replace ............................. 118
Brake Accumulator - Check ................................. 119
Note: Before each consecutive interval is performed, Braking System - Test .......................................... 119
all maintenance from the previous interval must be Differential and Final Drive Oil Level - Check ..... 130
performed. Drive Shaft Spline (Center) - Lubricate ............... 132
Engine Crankcase Breather - Clean ................... 137
When Required Engine Oil Sample - Obtain ................................ 142
Engine Oil and Filter - Change ........................... 142
Automatic Lubrication Grease Tank - Fill ............. 115 Quick Coupler - Lubricate ................................... 160
Automatic Lubrication Grease Tank - Fill ............. 116
Battery - Recycle ................................................. 117 Initial 500 Hours (for New Systems, Refilled
Battery or Battery Cable - Inspect/Replace ......... 118 Systems, and Converted Systems)
Bucket Wear Plates - Inspect/Replace ............... 123
Circuit Breakers - Reset ...................................... 124 Cooling System Coolant Sample (Level 2) -
Engine Air Filter Primary Element - Obtain ............................................................... 128
Clean/Replace .................................................. 134
Engine Air Filter Secondary Element - Replace .. 136 Every 500 Service Hours
Engine Air Precleaner - Clean ............................ 137
Ether Starting Aid Cylinder - Replace ................. 147 Cooling System Coolant Sample (Level 1) -
Fuel System - Prime ........................................... 147 Obtain ............................................................... 127
Fuses - Replace .................................................. 151
Fuses - Replace .................................................. 152 Every 500 Service Hours or 3 Months
Oil Filter - Inspect ................................................ 160
Differential and Final Drive Oil Sample - Obtain .. 131
Quick Coupler - Check ........................................ 160 Engine Oil (High Speed) and Oil Filter - Change .. 138
Radiator Core - Clean ......................................... 161
Engine Oil and Filter - Change ........................... 142
Ride Control Accumulator - Check ..................... 162
Fuel System Primary Filter (Water Separator)
Window Washer Reservoir - Fill .......................... 168 Element - Replace ............................................ 149
Window Wiper - Inspect/Replace ........................ 169
Fuel Tank Cap and Strainer - Clean ................... 150
Hydraulic System Biodegradable Oil Filter Element -
Every 10 Service Hours or Daily Replace ............................................................. 154
Backup Alarm - Test ............................................. 117 Hydraulic System Oil Filter - Replace ................. 157
Bucket Cutting Edges - Inspect/Replace ............. 119 Hydraulic System Oil Sample - Obtain ............... 158
Bucket Tips - Inspect/Replace ............................ 121 Transmission Oil Filter - Replace ........................ 167
Cooling System Coolant Level - Check .............. 127 Transmission Oil Sample - Obtain ...................... 168
Engine Oil Level - Check .................................... 141
Fuel System Primary Filter (Water Separator) - Every 1000 Service Hours or 6 Months
Drain ................................................................. 148
Articulation Bearings - Lubricate .......................... 115
Fuel Tank Water and Sediment - Drain ............... 151
Battery Hold-Down - Tighten ................................ 118
114 SEBU7458-07
Maintenance Section
Maintenance Interval Schedule
Every Year
Cooling System Coolant Sample (Level 2) -
Obtain ............................................................... 128
Refrigerant Dryer - Replace ................................ 161
i02405939
Articulation Bearings -
A pressure hazard is present. Severe personal in-
Lubricate jury or death can result from removing hoses or
fittings that are under pressure. Relieve the pres-
SMCS Code: 7057-086-BD; 7065-086-BD; sure in the system before you remove hoses or
7066-086-BD fittings.
g01067897
Illustration 154
Automatic Lubrication Grease Reference: For the correct type of grease, refer
Tank - Fill to Operation and Maintenance Manual, “Lubricant
Viscosities”.
(If Equipped)
3. Refill the reservoir when the grease reaches the
SMCS Code: 7540-544-TNK “MIN” mark on the reservoir.
S/N: AWP1-Up 4. Fill the reservoir to the “MAX” mark on the
reservoir.
S/N: ANT1-Up
S/N: ANY1-Up Priming the System
S/N: ANZ1-Up After the reservoir has been filled with the
recommended lubricant, loosen the fitting to the
The Lincoln Quicklub Lubrication supply line. Operate the pump until lubricant flows
from the outlet. Then, tighten fitting.
System
Reference: Before any service work is performed on
the lubrication system, refer to Special Instructions,
REHS1396 or consult your Caterpillar dealer.
116 SEBU7458-07
Maintenance Section
Automatic Lubrication Grease Tank - Fill
(If Equipped) 2. Clean the filler tube assembly (3) and the coupling
on the filler assembly.
SMCS Code: 7540-544-TNK
3. Install the filler assembly onto the filler tube
S/N: AXC1-Up
assembly (3).
S/N: AXE1-Up
4. Fill the grease reservoir (1) with grease to the
S/N: AXJ1-Up maximum level which is indicated on the grease
reservoir (1).
S/N: AXL1-Up
S/N: AXN1-Up Reference: For the correct type of grease, refer
to Operation and Maintenance Manual, “Lubricant
S/N: AXP1-Up Viscosities”.
S/N: AWY1-Up 5. Remove the filler assembly and install the dust
cap (2).
S/N: AWZ1-Up
g01007809
g01068678
Illustration 156
Illustration 155
Open the rear access panel that is located on the
Grease reservoir (1) is located near the rear fender left side of the machine in order to gain access to
on the right side of the machine. the remote grease fittings.
SEBU7458-07 117
Maintenance Section
Backup Alarm - Test
i01897517
Battery - Clean
SMCS Code: 1401-070
g00881949
Illustration 157
i01897507
g00987179
Illustration 159
Backup Alarm - Test
Open the battery compartment on the left rear side of
(If Equipped) the machine. Remove the battery hold-down.
SMCS Code: 7406-081
Clean the battery terminals and the surfaces of
the batteries with a clean cloth. Coat the battery
Turn the engine start switch to the ON position in
terminals with petroleum jelly. Make sure that the
order to perform the test.
battery cables are installed securely.
Apply the service brake. Place the transmission into
Replace the battery hold-down. Refer to Operation
REVERSE.
and Maintenance Manual, “Battery Hold-Down -
Tighten” for the correct torque. Close the battery
The backup alarm should sound immediately.
compartment.
The backup alarm will continue to sound until
the transmission is placed into NEUTRAL or into
FORWARD. i00993589
Battery - Recycle
SMCS Code: 1401-561
• A battery supplier
• An authorized battery collection facility
g00881968
• Recycling facility
Illustration 158
118 SEBU7458-07
Maintenance Section
Battery Hold-Down - Tighten
i01714078
Belts - Inspect/Adjust/Replace
SMCS Code: 1357-025; 1357-040; 1357-510;
1397-025; 1397-040; 1397-510
g00882014
Illustration 160
Your machine is equipped with a single serpentine
Open the battery compartment on the left rear side belt. Stop the engine. Open the rear hood. The belt is
of the machine. located at the rear of the engine.
i01770834
Install the new belt. Be sure that the new belt is i01732078
routed correctly, as shown. Rotate the tensioner
counterclockwise in order to install the new belt. Brake Discs - Check
Release the tensioner when the new belt is installed.
The correct tension will automatically be applied. SMCS Code: 4255-535
i02196469
Check the cutting edges and the end bits for wear
and for damage. Use the following procedure to
service the cutting edges and the end bits:
Reference: Refer to Specifications, SENR3130, To lubricate pins (1), (5) and (6), apply grease
“Ground Engaging Tool (G.E.T.) Fasteners”. through the remote fittings that are located on the left
side of the machine near the articulation joint.
7. Start the engine. Raise the bucket and remove the
blocking. Lower the bucket to the ground. The pins (2), (3), (4) and (7) do not have remote
grease fittings. These pins have standard grease
8. After a few hours of operation, check the bolts for fittings.
proper torque.
i01924084
i01923622
Bucket Lower Pivot Bearings
Bucket Linkage and Loader - Lubricate
Cylinder Bearings - Lubricate SMCS Code: 6101-086-BD; 6107-086-BD
SMCS Code: 5102-086-BD; 5104-086-BD;
6107-086-BD
g01001411
Illustration 166
Illustration 164
g01001072 Apply lubricant through one fitting on each side of
the machine.
SEBU7458-07 121
Maintenance Section
Bucket Tips - Inspect/Replace
g00101352
Illustration 167
(1) Usable
(2) Replace this bucket tip.
(3) Overworn
g01201332
Check the bucket tips for wear. If the bucket tip has a Illustration 169
hole, replace the bucket tip. Proper installation
Install pin from the right side.
1. Remove the pin from the bucket tip. The pin can
be removed by one of the following methods:
• Use a Pin-Master. Follow Step 1.a through Step • Use a Pin-Master. Follow Step 5.a through Step
1.c for the procedure. 5.e for the procedure.
g00590666
Illustration 172
(4) Back of Pin-Master
(9) Pin setter
(10) Pin holder
Illustration 170
g00590819 b. Place the Pin-Master over the bucket tooth and
(6) Retainer
locate the pin in the hole of the holder (10).
(7) Retaining Washer
(8) Adapter c. Strike the tool with a hammer at the back of the
tool (4) in order to start the pin.
2. Clean the adapter and the pin.
d. Slide pin holder (10) away from the pin and
3. Fit retainer (6) into retaining washer (7). Install this rotate the tool slightly in order to align pin setter
assembly into the groove that is in the side of the (9) with the pin.
adapter (8).
e. Strike the end of the tool until the pin is fully
inserted.
6. After you drive the pin, make sure that the retainer
fits snugly into the pin groove.
The tools that are available for driving the pins are
shown in Table 14.
Table 14
5. Drive the pin through the bucket tip. The pin can
be installed by using one of the following methods:
g01001416
Illustration 173
i01709216
i02126503
Case drain screen (2) and case drain screen (5) are
located in hydraulic line (3) and hydraulic line (4).
Hydraulic line (3) and hydraulic line (4) are located
behind the hydraulic oil tank (1).
g00882200
Illustration 178
(1) 20 Amp Circuit Breaker
(2) 15 Amp Circuit Breaker
(3) 80 Amp Circuit Breaker
g00882203
Illustration 179
i01921776
i01921794
NOTICE
Topping off or mixing Cat ELC with other products that
Cooling System Coolant
do not meet Caterpillar EC-1 specifications reduces Extender (ELC) - Add
the effectiveness of the coolant and shortens coolant
service life. SMCS Code: 1352-544-NL
NOTICE
Topping off or mixing Cat ELC with other products that
do not meet Caterpillar EC-1 specifications reduces
the effectiveness of the coolant and shortens coolant
service life.
i01921821
g00807153
Illustration 182
i02250368
Note: Obtain a Coolant Sample (Level 1) if the • Keep the unused sampling bottles stored in plastic
cooling system is filled with any other coolant bags.
instead of Cat ELC. This includes the following
types of coolants. • Obtain coolant samples directly from the coolant
sample port. You should not obtain the samples
• Commercial long life coolants that meet the from any other location.
Caterpillar Engine Coolant Specification -1
(Caterpillar EC-1) • Keep the lids on empty sampling bottles until you
are ready to collect the sample.
• Cat Diesel Engine Antifreeze/Coolant (DEAC)
• Place the sample in the mailing tube immediately
• Commercial heavy-duty coolant/antifreeze after obtaining the sample in order to avoid
contamination.
NOTICE
Always use a designated pump for oil sampling, and • Never collect samples from expansion bottles.
use a separate designated pump for coolant sampling.
Using the same pump for both types of samples may • Never collect samples from the drain for a system.
contaminate the samples that are being drawn. This
contaminate may cause a false analysis and an incor- Submit the sample for Level 1 analysis.
rect interpretation that could lead to concerns by both
dealers and customers. For additional information about coolant analysis, see
Special Publication, SEBU6250, “Caterpillar Machine
Fluids Recommendations” or consult your Caterpillar
Note: Level 1 results may indicate a need for dealer.
Level 2 Analysis.
i02059852
NOTICE
Always use a designated pump for oil sampling, and
use a separate designated pump for coolant sampling.
Using the same pump for both types of samples may
contaminate the samples that are being drawn. This
contaminate may cause a false analysis and an incor-
g01055516 rect interpretation that could lead to concerns by both
Illustration 185
dealers and customers.
The sampling valve (1) for the cooling system is
located on top of the engine toward the front of the
engine on the right side of the engine.
g00287529 i01102280
Illustration 188
Front axle Differential and Final Drive Oil
Level - Check
SMCS Code: 3278-535-FLV; 4011-535-FLV
g00287531
Illustration 189
Rear axle
2. Clean the drain plugs and install the drain plugs. g00285312
Illustration 190
3. Wipe off dipstick/fill plugs (1) and the surfaces Front Axle
around dipstick/fill plugs (1).
SEBU7458-07 131
Maintenance Section
Differential and Final Drive Oil Sample - Obtain
i01921974
NOTICE
Care must be taken to ensure that fluids are contained
during performance of inspection, maintenance, test-
ing, adjusting and repair of the product. Be prepared to
collect the fluid with suitable containers before open-
ing any compartment or disassembling any compo-
nent containing fluids.
2. Remove dipstick/fill plug (1) on the left side of the 1. Operate the machine for a few minutes before
axle. Wipe off the level gauge with a clean cloth obtaining the oil sample. This will thoroughly mix
and reinsert the plug. This will ensure a more the differential oil for a more accurate sample.
accurate measurement of the oil level.
g00884059
Illustration 193
Front axle
132 SEBU7458-07
Maintenance Section
Drive Shaft Spline (Center) - Lubricate
i01922113
SMCS Code: 3253-086-SN 3. Apply grease to the fitting (1). Apply grease until
the relief (2) overruns.
Wipe all of the fittings before you apply grease to
the fittings. Note: 5P-0960 Molybdenum Grease is preferred.
1P-0808 Multipurpose Grease may be used.
NOTICE
To prevent damage to the seal, articulate the machine 4. Start the engine. Raise the bucket. Release
full right or left, before lubricating the splines. the parking brake. Reposition the machine in a
straight direction without articulation.
1. Start the engine. Raise the bucket. Release the 5. Lower the bucket to the ground. Apply a slight
parking brake. Articulate the machine to the right down pressure. Engage the parking brake. Stop
or to the left in order to gain better access to the the engine.
splined shaft.
i02407815
i02061807
Crushing Hazard. Insure that the machine ignition
switch is in the OFF position and that the parking
brake is engaged before entering the articulation
Electronic Unit Injector -
area. Failure to do so could result in serious injury Inspect/Adjust
or death.
SMCS Code: 1251-025; 1251-040; 1290-025;
1290-040
NOTICE
The camshafts must be correctly timed with the crank-
shaft before an adjustment of the unit injector lash
is made. The timing pins must be removed from the
Illustration 195
g00807149 camshafts before the crankshaft is turned or damage
to the cylinder block will be the result.
Wipe off all fittings before any lubricant is applied.
The operation of Caterpillar engines with improper
Apply lubricant through one remote fitting near the adjustments of the electronic unit injector can reduce
articulation joint on the left side of the machine. engine efficiency. This reduced efficiency could result
in excessive fuel usage and/or shortened engine
i01714637 component life.
Drive Shaft Universal Joints - Adjust the electronic unit injector at the same interval
Lubricate as the valve lash adjustment.
3. Remove primary element (2) from the air filter The primary air filter element can be used up to
housing. six times if the element is properly cleaned and
inspected. When the primary air filter element is
4. Clean the inside of air filter housing (1). cleaned, check for rips or tears in the filter material.
The primary air filter element should be replaced at
5. Inspect the primary element. If the pleats, the least one time per year. This replacement should be
gaskets, or the seals are damaged, discard the performed regardless of the number of cleanings.
element. Replace a damaged primary element
with a clean primary element.
NOTICE
Do not clean the air filter elements by bumping or tap-
ping. This could damage the seals. Do not use ele-
ments with damaged pleats, gaskets, or seals. Dam-
aged elements will allow dirt to pass through. Engine
damage could result.
• Pressurized air
• Vacuum cleaning
SEBU7458-07 135
Maintenance Section
Engine Air Filter Primary Element - Clean/Replace
g00281693
Illustration 199
g00281694
Illustration 200
136 SEBU7458-07
Maintenance Section
Engine Air Filter Secondary Element - Replace
• Date of cleaning
• Number of cleanings
g00864077
Store the box in a dry location. Illustration 201
NOTICE
Service the air filter only with the engine stopped. En-
gine damage could result.
NOTICE
Always replace the secondary element. Do not at-
tempt to reuse it by cleaning. Engine damage could g00864079
Illustration 202
result.
3. Cover the air inlet opening. Clean the inside of
Note: Replace the secondary element when you the air cleaner housing.
service the primary element for the third time. If
a clean primary element has been installed and 4. Inspect the gasket between the air inlet pipe and
a warning for the air filter still occurs, replace the the air cleaner housing. Replace the gasket if the
secondary element. Also if the exhaust smoke gasket is damaged.
remains black and a clean primary element has been
installed, replace the secondary element. 5. Uncover the air inlet opening. Install a new
secondary element.
1. Remove the primary element.
6. Install a clean primary element and the cover for
Reference: Refer to Operation and Maintenance the air cleaner housing.
Manual, “Engine Air Filter Primary Element -
Clean/Replace” for the correct procedure. 7. Close the access door.
i01715277 i01424864
g00882640
Illustration 203
NOTICE
Service the air cleaner only with the engine stopped.
Engine damage could result.
g00753767
Illustration 205
API Trademark
Commercial oils that are licensed by the American Petroleum
Institute (API) bear this trademark. Commercial oils that do
not bear this trademark are not licensed and these oils are not
recommended. Oils that are not listed in Table 15 and in Table 16
are not recommended.
SEBU7458-07 139
Maintenance Section
Engine Oil (High Speed) and Oil Filter - Change
Table 15 Table 16
966G Series II Wheel Loader 972G Series II Wheel Loader
Engine Oil Change Interval(1) Engine Oil Change Interval(1)
Operating Conditions Operating Conditions
Severe Severe
Normal(2) High Fuel Altitude Normal(2) High Fuel Altitude
Load Sulfur above Load Sulfur above
Multigrade Factor(3) from 1830 m Multigrade Factor(3) from 1830 m
Oil Type above 0.3% to (6000 ft) Oil Type above 0.3% to (6000 ft)
27 L 0.5% 30 L 0.5%
(7.1 US (4)
(7.9 US (4)
gal) per gal) per
hr of hr of
fuel fuel
Cat DEO Cat DEO
500 hr 500 hr 500 hr 250 hr(6) 500 hr 500 hr 500 hr 250 hr(6)
Preferred Preferred
API CH-4 API CH-4
11.0 11.0
minimum 500 hr 500 hr 500 hr 250 hr(6) minimum 500 hr 500 hr 500 hr 250 hr(6)
TBN(4) TBN(4)
Preferred Preferred
API CH-4 API CH-4
TBN(4) 500 hr 500 hr 250 hr(5) 250 hr(6) TBN(4) 500 hr 500 hr 250 hr(5) 250 hr(6)
below 11.0 below 11.0
API CG-4 250 hr (5) 250 hr(5) 250 hr(5) 250 hr(6) API CG-4 250 hr (5) 250 hr(5) 250 hr(5) 250 hr(6)
API CF-4 250 hr (6) 250 hr(6) 250 hr(6) 250 hr(6) API CF-4 250 hr (6) 250 hr(6) 250 hr(6) 250 hr(6)
(1) The traditional oil change interval for engines is 250 hours. The (1) The traditional oil change interval for engines is 250 hours. The
standard oil change interval in this machine is 500 hours, if the standard oil change interval in this machine is 500 hours, if the
operating conditions and recommended oil types that are listed operating conditions and recommended oil types that are listed
in this table are met. Improvements in the engine allow this in this table are met. Improvements in the engine allow this
engine oil change interval. This new standard interval is not engine oil change interval. This new standard interval is not
permitted for other machines. Refer to the applicable Operation permitted for other machines. Refer to the applicable Operation
and Maintenance Manuals for the other machines. and Maintenance Manuals for the other machines.
(2) Normal conditions include these factors: Fuel sulfur below (2) Normal conditions include these factors: Fuel sulfur below
0.3%, altitude below 1830 m (6000 ft), and good air filter and 0.3%, altitude below 1830 m (6000 ft), and good air filter and
fuel filter maintenance. Normal conditions do not include high fuel filter maintenance. Normal conditions do not include high
load factor, harsh operating cycles, or harsh environments. load factor, harsh operating cycles, or harsh environments.
(3) High load factors can shorten the service life of your engine oil. (3) High load factors can shorten the service life of your engine oil.
Continuous heavy load cycles and very little idle time result Continuous heavy load cycles and very little idle time result
in increased fuel consumption and oil contamination. These in increased fuel consumption and oil contamination. These
factors deplete the oil additives more rapidly. If the average fuel factors deplete the oil additives more rapidly. If the average fuel
consumption of your 966G Series II Wheel Loader exceeds consumption of your 972G Series II Wheel Loader exceeds
27 L (7.1 US gal) per hour, follow the “High Load Factor” 30 L (7.9 US gal) per hour, follow the “High Load Factor”
recommendations in Table 15. To determine average fuel recommendations in Table 16. To determine average fuel
consumption, measure average fuel consumption for a period consumption, measure average fuel consumption for a period
of 50 to 100 hours. If the application of the machine is changed, of 50 to 100 hours. If the application of the machine is changed,
the average fuel consumption may change. the average fuel consumption may change.
(4) For sulfur content above 0.5%, refer to Operation and (4) For sulfur content above 0.5%, refer to Operation and
Maintenance Manual, “Total Base Number (TBN) and Fuel Maintenance Manual, “Total Base Number (TBN) and Fuel
Sulfur Levels for Direct Injection (DI) Diesel Engines” in the Sulfur Levels for Direct Injection (DI) Diesel Engines” in the
“Lubricant” section of this manual. Also, you may refer to this “Lubricant” section of this manual. Also, you may refer to this
topic in Special Publication, SEBU6250. topic in Special Publication, SEBU6250.
(5) In order to verify an oil change interval of 500 hours, refer to (5) In order to verify an oil change interval of 500 hours, refer to
“Program A” below. “Program A” below.
(6) Use “Program B” below to determine an appropriate interval. (6) Use “Program B” below to determine an appropriate interval.
• Shorten the oil change interval to 250 hours. Dispose of all fluids according to local regulations and
mandates.
• Proceed to Program B.
Your machine may be equipped with a high speed
• Change to a preferred oil type in Table 15 or Table arrangement for changing the engine oil. The high
16. speed arrangement allows service personnel to
change the oil from the engine access door on
Program B the right side of the machine. The high speed
arrangement allows the oil to be changed faster than
Optimizing Oil Change Intervals conventional methods.
References
11. Clean the end of the male coupler. Clean the cap
that covers the male coupler and install the cap.
12. Start the engine and allow the oil to warm. Check
the machine for oil leaks.
Illustration 207
g00812740 Reference: Refer to Operation and Maintenance
The engine oil filter is located on the left side of the machine.
Manual, “Engine Oil Level - Check” for the correct
procedure.
5. Use a strap type wrench to remove the filter
element (1). Inspect the filter. 14. Stop the engine. Close the engine access door
and the engine hood.
Reference: Refer to Operation and Maintenance
Manual, “Oil Filter - Inspect”. i02097829
6. Clean the filter mounting base with a clean cloth. Engine Oil Level - Check
Make sure that the used filter gasket has been
completely removed. SMCS Code: 1000-535-FLV
g00101318
Illustration 208
g00746755 g01000614
Illustration 210 Illustration 211
The sampling valve is located on the left side of the engine
Maintain the oil level between the FULL mark and compartment.
ADD mark on the dipstick. Check the level of the
engine oil while the engine is shut off. Add oil, if 3. Use the sampling valve in order to obtain a
necessary. sample of engine oil.
Engine Oil Sample - Obtain Reference: For more information, refer to Special
Publication, SEBU6250, “Caterpillar Machine Fluids
SMCS Code: 1348-008; 7542 Recommendations”, “S·O·S Oil Analysis” and Special
Publication, PEHP6001, “How To Take A Good Oil
Sample”.
NOTICE
Care must be taken to ensure that fluids are contained
during performance of inspection, maintenance, test- i02093702
ing, adjusting and repair of the product. Be prepared to
collect the fluid with suitable containers before open- Engine Oil and Filter - Change
ing any compartment or disassembling any compo-
nent containing fluids. SMCS Code: 1318-510
Refer to Special Publication, NENG2500, “Caterpillar Selection of the Oil Change Interval
Tools and Shop Products Guide” for tools and supplies
suitable to collect and contain fluids on Caterpillar
products. NOTICE
This machine is equipped with an engine that meets
Dispose of all fluids according to local regulations and EPA Tier 2, Euro Stage II, or MOC Step 2 emission
mandates. regulations. A 500 hour engine oil change interval is
available, provided that operating conditions and rec-
ommended multigrade oil types are met. When these
1. Operate the machine for a few minutes before requirements are not met, shorten the oil change
obtaining the oil sample. This will thoroughly mix interval to 250 hours, or use an S·O·S oil sampling
the engine oil for a more accurate sample. and analysis program to determine an acceptable oil
change interval.
2. Open the engine hood.
If you select an interval for oil and filter change that is
too long, you may damage the engine.
Table 17
966G Series II Wheel Loader
Engine Oil Change Interval(1)
Operating Conditions
Severe
Normal(2) High Fuel Altitude
Load Sulfur above
Multigrade Factor(3) from 1830 m
Oil Type above 0.3% to (6000
27 L 0.5% ft)
(7.1 US (4)
gal) per
hr of
g00753767 fuel
Illustration 212
API Trademark Cat DEO
500 hr 500 hr 500 hr 250 hr(6)
Preferred
Commercial oils that are licensed by the American Petroleum
Institute (API) bear this trademark. Commercial oils that do API CH-4
not bear this trademark are not licensed and these oils are not 11.0
recommended. Oils that are not listed in Table 17 and in Table 18
minimum 500 hr 500 hr 500 hr 250 hr(6)
are not recommended.
TBN(4)
Preferred
Abnormally harsh operating cycles or harsh
environments can shorten the service life of API CH-4
the engine oil. Arctic temperatures, corrosive TBN(4) 500 hr 500 hr 250 hr(5) 250 hr(6)
environments, or extremely dusty conditions may below 11.0
require a reduction in engine oil change intervals API CG-4 250 hr (5) 250 hr(5) 250 hr(5) 250 hr(6)
from the recommendations in Table 17 and Table 18.
Also refer to Special Publication, SEBU5898, “Cold API CF-4 250 hr (6) 250 hr(6) 250 hr(6) 250 hr(6)
Weather Recommendations”. Poor maintenance of (1) The traditional oil change interval for engines is 250 hours. The
air filters or of fuel filters requires reduced oil change standard oil change interval in this machine is 500 hours, if the
intervals. See your Caterpillar dealer for more operating conditions and recommended oil types that are listed
in this table are met. Improvements in the engine allow this
information if this product will experience abnormally engine oil change interval. This new standard interval is not
harsh operating cycles or harsh environments. permitted for other machines. Refer to the applicable Operation
and Maintenance Manuals for the other machines.
(2) Normal conditions include these factors: Fuel sulfur below
0.3%, altitude below 1830 m (6000 ft), and good air filter and
fuel filter maintenance. Normal conditions do not include high
load factor, harsh operating cycles, or harsh environments.
(3) High load factors can shorten the service life of your engine oil.
Continuous heavy load cycles and very little idle time result
in increased fuel consumption and oil contamination. These
factors deplete the oil additives more rapidly. If the average fuel
consumption of your 966G Series II Wheel Loader exceeds
27 L (7.1 US gal) per hour, follow the “High Load Factor”
recommendations in Table 17. To determine average fuel
consumption, measure average fuel consumption for a period
of 50 to 100 hours. If the application of the machine is changed,
the average fuel consumption may change.
(4) For sulfur content above 0.5%, refer to Operation and
Maintenance Manual, “Total Base Number (TBN) and Fuel
Sulfur Levels for Direct Injection (DI) Diesel Engines” in the
“Lubricant” section of this manual. Also, you may refer to this
topic in Special Publication, SEBU6250.
(5) In order to verify an oil change interval of 500 hours, refer to
“Program A” below.
(6) Use “Program B” below to determine an appropriate interval.
144 SEBU7458-07
Maintenance Section
Engine Oil and Filter - Change
Table 18 Program A
972G Series II Wheel Loader
Engine Oil Change Interval(1) Verification for an Oil Change Interval of 500 Hours
2. The drain plug is located on the left side of the Note: Note the position of the index marks on the
engine oil pan toward the rear of the machine. oil filter element (1) in relation to a fixed point on the
Open the oil drain valve and allow the oil to drain filter base.
into a suitable container. Close the drain valve.
6. Tighten the filter according to the instructions that
are printed on the filter. Use the index marks as
a guide.
g01000626
Illustration 213
4. Clean the filter mounting base. Make sure that all g00806758
Illustration 215
of the used gasket has been completely removed.
7. Remove oil filler cap (1) on the right side of the
engine. Fill the crankcase with new oil.
8. Clean the oil filler cap and install the oil filler cap.
146 SEBU7458-07
Maintenance Section
Engine Valve Lash - Check
i01181536
i01935374
i01715517
Keep ether cylinders out of the reach of unautho- Note: The volume of the air in the water separator
rized personnel. is small. Usually, it is not necessary to prime the
fuel system if only the water separator element was
To avoid possible injury, be sure the brakes are ap- changed.
plied and all controls are in Hold or Neutral when
starting the engine.
g00882764
Illustration 217
i01715535
NOTICE
Care must be taken to ensure that fluids are contained
during performance of inspection, maintenance, test-
ing, adjusting and repair of the product. Be prepared to
collect the fluid with suitable containers before open-
ing any compartment or disassembling any compo-
nent containing fluids.
g00882774
Illustration 218
• The fuel injectors have been removed from the 1. Open the engine hood. The water separator is
engine. located on the bottom of the primary fuel filter on
the right side of the machine.
Operate an electric fuel pump for approximately 30
seconds for this additional priming. 2. Open the drain valve on the bottom of the water
separator bowl. Allow the water and the fuel to
drain into a suitable container.
i02250381
NOTICE
Care must be taken to ensure that fluids are contained
during performance of inspection, maintenance, test-
ing, adjusting and repair of the product. Be prepared to
collect the fluid with suitable containers before open- Illustration 220
g00806773
ing any compartment or disassembling any compo-
nent containing fluids. 2. Open drain valve (3) on the bottom of water
separator bowl (2). Allow the water and the fuel to
Refer to Special Publication, NENG2500, “Caterpillar drain into a suitable container.
Tools and Shop Products Guide” for tools and supplies
suitable to collect and contain fluids on Caterpillar 3. Use a strap type wrench in order to remove the
products. primary fuel filter (1). Unscrew the sediment bowl
from the fuel filter.
Dispose of all fluids according to local regulations and
mandates. 4. Clean the water separator bowl and the O-ring
groove.
NOTICE
Do not fill fuel filters with fuel before installing them. Note: The water separator bowl is reusable. Do not
The fuel will not be filtered and could be contaminated. discard the water separator bowl.
Contaminated fuel will cause accelerated wear to fuel
system parts. The fuel system should be primed prior 5. Inspect the O-ring seal on the water separator
to starting the engine. bowl. Replace the O-ring seal, if necessary.
9. Tighten the filter according to the instructions 4. Lubricate the gasket of a new filter with clean
that are printed on the filter. Use the index marks diesel fuel.
as a guide. For non-Caterpillar filters, use the
instructions that are provided with the filter. 5. Install the new filter by hand. When the gasket
contacts the filter base, tighten the filter by an
Note: You may need to use a Caterpillar strap additional 3/4 turn.
wrench, or another suitable tool, in order to turn
the filter to the amount that is required for final There are rotation index marks on the filter at 90
installation. Make sure that the installation tool does degree intervals. Use these marks as a guide for
not damage the filter. proper tightening.
g00882838
Illustration 222
g01000661
Illustration 221 Open the rear grill in order to access the fuel tank
cap.
1. Open the hood. Secondary fuel filter (1) is located
on the right side of the machine. 1. Lift lever (2) and turn the lever counterclockwise
until the lever stops. Remove the fuel tank cap.
2. Open drain valve (2) in order to allow fuel to flow
from the filter. The fuel will flow out of hose (3). 2. Inspect seal (4) for damage. Replace the seal, if
Catch the fuel in a suitable container and dispose necessary.
of the fuel properly. Close the drain valve. Remove
the fuel filter. Dispose of the used filter properly. 3. Remove screws (1), filter assembly (3), valve (5)
and the gaskets.
3. Clean the filter mounting base. Make sure that all
of the used gasket is removed. 4. Remove the strainer from the filler tube.
SEBU7458-07 151
Maintenance Section
Fuel Tank Water and Sediment - Drain
5. Wash the fuel tank cap and the strainer in a clean, i02069536
nonflammable solvent.
Fuses - Replace
6. Install a new cap filter kit. Install the other
components in reverse order. SMCS Code: 1417-510
Fuel Tank Water and Sediment If it is necessary to replace fuses frequently, an electri-
cal problem may exist. Contact your Caterpillar dealer.
- Drain
SMCS Code: 1273-543-M&S Fuses – The fuses protect the electrical
system from a circuit that has been
overloaded. Change a fuse if the element
NOTICE separates. If the element of a new fuse separates,
Care must be taken to ensure that fluids are contained check the circuit. Repair the circuit, if necessary.
during performance of inspection, maintenance, test-
ing, adjusting and repair of the product. Be prepared to
collect the fluid with suitable containers before open-
ing any compartment or disassembling any compo-
nent containing fluids.
g01000750
Illustration 224
g01000726
Illustration 223
(2) Neutralizer Override Switch ............. 10 Amperes (29) Horn ............................................... 10 Amperes
(15) Transmission ECM and the Lh Brake Pedal If it is necessary to replace fuses frequently, an electri-
Sensor ............................................. 10 Amperes cal problem may exist. Contact your Caterpillar dealer.
(18) Wiper and Washer for the Front and the Rear
Illustration 226
g01000750 Windows .......................................... 10 Amperes
(4) Quick Coupler and Alarm for Aggregate Autodig (30) Voltage Converter Memory
System ............................................. 10 Amperes (Standard) ........................................ 10 Amperes
(5) Rear Floodlights .............................. 15 Amperes (31) Key Start Switch and Machine Security System
(MSS) .............................................. 10 Amperes
(6) Air Seat and Heated Seat ................ 15 Amperes
(32) Dome Lamps ................................. 10 Amperes
(7) Secondary Steering ......................... 10 Amperes
i01923036 i01617406
NOTICE
Care must be taken to ensure that fluids are contained
during performance of inspection, maintenance, test-
ing, adjusting and repair of the product. Be prepared to
collect the fluid with suitable containers before open-
g00882932 ing any compartment or disassembling any compo-
Illustration 228
nent containing fluids.
1. Raise the engine hood. The hood tilt actuator is
Refer to Special Publication, NENG2500, “Caterpillar
located on the right side of the machine.
Tools and Shop Products Guide” for tools and supplies
suitable to collect and contain fluids on Caterpillar
2. Fully extend the cylinder and wipe off the inner
products.
post with a clean cloth. Then, lubricate the entire
length of the inner post.
Dispose of all fluids according to local regulations and
mandates.
3. Wipe off both fittings on the cylinder. Then, apply
lubricant through the two fittings until the lubricant
escapes back through each fitting.
g00765498
Illustration 229
2. Clean the filter mounting base. Make sure that all i01773322
of the used gasket is completely removed.
Hydraulic System Oil - Change
SMCS Code: 5056-044
13. Add hydraulic oil to the tank until the oil level is at
the “FULL” mark on the sight gauge.
14. Stop the engine. Top off the hydraulic tank so that
the oil level is at the “FULL” mark on the sight
gauge. Install the filler cap.
i01465502
g00101318
Illustration 234
g00765515
Illustration 236
i01923343
NOTICE
Care must be taken to ensure that fluids are contained
Illustration 235
g00765515 during performance of inspection, maintenance, test-
ing, adjusting and repair of the product. Be prepared to
6. Maintain the oil level above the “ADD COLD” mark collect the fluid with suitable containers before open-
on the sight gauge. Add hydraulic oil, if necessary. ing any compartment or disassembling any compo-
nent containing fluids.
g01000919
Illustration 237
i01718807
g00884072
Illustration 238
Logging Fork Clamp -
3. If the machine is equipped with biodegradable Lubricate
hydraulic oil, open the engine access door on the
right side of the machine. The sampling valve SMCS Code: 6113-086-BD; 6410-086-BD
for the hydraulic oil is located on the rear of the
machine near the radiator. Wipe off all fittings before any lubricant is applied.
4. Use the in-line sampling valve in order to obtain a
sample of hydraulic oil.
Inspect a Used Filter for Debris If there is play between the quick coupler and the
hooks of the work tool, inspect the quick coupler and
the hooks for wear or for damage.
i02062586
Use a filter cutter to cut the filter element open. Wipe off all lubricant fittings before you apply
Spread apart the pleats and inspect the element for lubricant through the lubricant fittings.
metal and for other debris. An excessive amount of
debris in the filter element can indicate a possible Do not lubricate the wedge and the wear plates.
failure. Friction is needed in order to hold the wedge in place
during backfilling.
If metals are found in the filter element, a magnet can
be used to differentiate between ferrous metals and
nonferrous metals.
Illustration 242
g00765907 Personal injury or death can result from inhaling
refrigerant through a lit cigarette.
2. Remove bolt (2). Swing the condenser away
from the radiator. Use the control knob (1) in Inhaling air conditioner refrigerant gas through a
order to release the hydraulic oil cooler. Swing lit cigarette or other smoking method or inhaling
the hydraulic oil cooler (3) and the condenser (4) fumes released from a flame contacting air con-
away from the radiator. ditioner refrigerant gas, can cause bodily harm or
death.
g00101939
Illustration 243
i01767205
i01457015
g00762107
Illustration 246
SEBU7458-07 163
Maintenance Section
Seat Belt - Inspect
Inspect the ROPS for bolts that are loose or damaged. Note: Within three years of the date of installation or
Use original equipment parts only to replace bolts within five years of the date of manufacture, replace
that are damaged or missing. Tighten the four the seat belt. Replace the seat belt at the date which
cab mounting bolts to a torque of 850 ± 100 N·m occurs first. A date label for determining the age of
(629 ± 74 lb ft). the seat belt is attached to the seat belt, the seat belt
buckle, and the seat belt retractor.
Note: Apply oil to all bolt threads before installation.
Failure to apply oil can result in improper bolt torque. If your machine is equipped with a seat belt
extension, also perform this inspection procedure for
Do not repair the ROPS by welding reinforcement the seat belt extension.
plates to the ROPS. Consult your Caterpillar dealer
for repair of cracks in any welds, in any castings, or
i02429594
in any metal section of the ROPS.
Seat Belt - Replace
i02429589
SMCS Code: 7327-510
Seat Belt - Inspect
Within three years of the date of installation or within
SMCS Code: 7327-040 five years of the date of manufacture, replace the
seat belt . Replace the seat belt at the date which
Always check the condition of the seat belt and the occurs first. A date label for determining the age of
condition of the seat belt mounting hardware before the seat belt is attached to the seat belt, the seat belt
you operate the machine. Replace any parts that are buckle, and the seat belt retractor.
damaged or worn before you operate the machine.
g01152685
Illustration 248
(1) Date of installation (retractor)
g00932801 (2) Date of installation (buckle)
Illustration 247 (3) Date of manufacture (tag) (fully extended web)
Typical example (4) Date of manufacture (underside) (buckle)
Check the seat belt mounting hardware (1) for wear Consult your Caterpillar dealer for the replacement of
or for damage. Replace any mounting hardware that the seat belt and the mounting hardware.
is worn or damaged. Make sure that the mounting
bolts are tight. If your machine is equipped with a seat belt
extension, also perform this replacement procedure
Check buckle (2) for wear or for damage. If the buckle for the seat belt extension.
is worn or damaged, replace the seat belt.
i02405747 i01923541
g01000991
Illustration 250
4. Wash the screens in a clean, nonflammable 3. Apply 1P-0808 Multipurpose Grease through
solvent. fittings (1), (2), (6) and (7).
5. Dry each screen with pressure air. Inspect each 4. Install the steering shaft.
screen for damage. Replace the screen if the
screen is damaged.
i02305841
i01927964
NOTICE
Care must be taken to ensure that fluids are contained
during performance of inspection, maintenance, test-
ing, adjusting and repair of the product. Be prepared to
collect the fluid with suitable containers before open-
ing any compartment or disassembling any compo-
g00812993
Illustration 251 nent containing fluids.
1. Remove the steering shaft from the machine. Refer to Special Publication, NENG2500, “Caterpillar
Tools and Shop Products Guide” for tools and supplies
Reference: Refer to Disassembly and Assembly, suitable to collect and contain fluids on Caterpillar
“Steering Shaft - Remove and Install” for the products.
machine that is being serviced for the correct
procedure. Dispose of all fluids according to local regulations and
mandates.
2. Apply 5P-0960 Molybdenum Grease through
fittings (3), (4), (5) and (8).
166 SEBU7458-07
Maintenance Section
Transmission Oil - Change
1. Operate the engine in order to warm the 7. Wash the screen in a clean, nonflammable
transmission oil. Park the machine on level solvent. Use a bristle brush or pressure air to
ground. Lower the bucket and apply slight clean the screen. Clean the magnets. Replace
downward pressure. any damaged magnets.
2. Engage the parking brake. Stop the engine. 8. Clean the cover. Inspect the cover seal. Replace
the cover seal if the seal is damaged.
g01002772
Illustration 253
g00884724
Illustration 254 g01002778
Illustration 256
5. The magnetic strainer is on the right rear side 12. Remove the breather from the top of the transfer
of the transfer case. Remove the four bolts, the case. Wash the breather in a clean, nonflammable
cover and the seal that holds the magnets and solvent. Install the breather.
the screen in place.
13. Start and run the engine at low idle. Inspect the
6. Remove the screen and the magnets from the machine for leaks. Slowly operate the transmission
transfer case housing. controls in order to circulate the transmission oil.
SEBU7458-07 167
Maintenance Section
Transmission Oil Filter - Replace
14. Check the transmission oil level. 5. Use a strap type wrench to remove the filter
housing.
Reference: Refer to Operation and Maintenance
Manual, “Transmission Oil Level - Check” for the 6. Remove the used filter element. Dispose of the
correct procedure. used filter element properly.
SMCS Code: 3004-510; 3067-510 9. Install the new filter element into the transmission
filter housing. Clean the filter housing drain plug
NOTICE and install the drain plug.
Care must be taken to ensure that fluids are contained
during performance of inspection, maintenance, test- 10. Start the engine. Slowly operate the transmission
ing, adjusting and repair of the product. Be prepared to controls in order to circulate the transmission oil.
collect the fluid with suitable containers before open- Check the machine for oil leaks.
ing any compartment or disassembling any compo-
nent containing fluids. 11. Check the transmission oil level.
Refer to Special Publication, NENG2500, “Caterpillar Reference: Refer to Operation and Maintenance
Tools and Shop Products Guide” for tools and supplies Manual, “Transmission Oil Level - Check” for the
suitable to collect and contain fluids on Caterpillar correct procedure.
products.
i01720770
Dispose of all fluids according to local regulations and
mandates. Transmission Oil Level - Check
SMCS Code: 3030-535-FLV
g00807056
Illustration 257
g00884784
The transmission oil filter is located on the left side of Illustration 258
the machine near the steering cylinder.
The sight gauge for the transmission oil level is
1. Operate the machine in order to warm the oil. Park located on the front of the transfer case on the left
the machine on level ground. Lower the bucket to side of the machine.
the ground and apply slight downward pressure.
g01001021
Illustration 260
i00037755
Windows - Clean
SMCS Code: 7310-070
g00038949
Illustration 263
g00807046
Illustration 261 Use commercially available window cleaning
solutions in order to clean the windows. Clean the
Window Washer Reservoir – The window outside windows from the ground unless handholds
washer reservoir is located above the are available.
hydraulic tank on the right side of the
machine. Fill the window washer reservoir through
the filler opening.
i01552025
Window Wiper -
Inspect/Replace
SMCS Code: 7305-040; 7305-510
g00807031
Illustration 262