994K Wheel Loader Machine Systems Caterpillar


Transmission Planetary

Usage:

994K MM9


Illustration 1g03865516
Transmission Components
(1) Input Shaft
(2) Output Shaft
(3) Hub
(4) No. 5 Clutch (First Speed)
(5) No. 4 Carrier
(6) No. 4 Clutch (Second Speed)
(7) No. 3 Sun Gear
(8) No. 3 Clutch (Third Speed)
(9) No. 2 and No. 3 Carrier
(10) No. 2 Clutch (Forward)
(11) No. 2 Sun Gear
(12) No. 1 Clutch (Reverse)
(13) Coupling Gear for No. 1 Clutch
(14) Ring Gear
(15) No. 1 Carrier
(16) No. 1 Sun Gear
(17) No. 1 Planetary Gears
(18) No. 4 Sun Gear
(19) No. 4 Planetary Gears
(20) Ring Gear for No. 4 Clutch
(21) No. 3 Planetary Gears
(22) Ring Gear for No. 3 Clutch
(23) Ring Gear for No. 2 Clutch
(24) No. 2 Planetary Gears


Illustration 2g02528081
Clutch Operation
(25) Piston
(26) Spring
(27) Plates
(28) Ring Gear
(29) Discs
(30) Housing

The transmission has five hydraulically activated clutches that give three speeds FORWARD and three speeds REVERSE. Speed and direction are selected with the STIC.

The five transmission clutches are located in separate housings. Each clutch has discs (29) and plates (27). The inside teeth of discs (29) are engaged with the outside teeth of ring gear (28). Notches on the outside diameter of plates (27) are engaged with pins in the clutch housing. The pins keep the plates from rotating.

Springs (26) are between clutch housing (30) and piston (25). The springs keep the clutches disengaged. The clutches are engaged when oil is sent into the area behind piston (25). The piston moves to the right when the pressure of the oil increases. The piston moves against the force of spring (26) and the piston pushes the discs and plates together. The clutch is now engaged. The discs keep ring gear (28) from rotating. When the clutch is released, the pressure in the area behind piston (25) decreases and the force of spring (26) moves the piston to the left. The discs and the plates are now away from each other. The clutch is not engaged.

Table 1
Speed  Engaged Clutches 
First Speed Forward  2 and 5 
Second Speed Forward  2 and 4 
Third Speed Forward  2 and 3 
Neutral 
First Speed Reverse  1 and 5 
Second Speed Reverse  1 and 4 
Third Speed Reverse  1 and 3 

A speed clutch and a direction clutch must be engaged simultaneously in order to send power through the transmission. Table 1 indicates the clutches that are engaged for each forward and each reverse speed.

The transmission is fastened to the transfer case at the center of the machine. Power from the torque converter goes through a drive shaft to the input transfer gear which drives input shaft (1) of the transmission. Power flows from the transmission, through output shaft (2) of transmission, and then to the lower transfer gears.

The No. 1 and No. 2 clutches are located toward the rear of the transmission. The No. 1 and No. 2 clutches are the direction clutches. The No. 1 clutch is the reverse direction clutch. The No. 2 clutch is the forward direction clutch.

The No. 3, No. 4, and No. 5 clutches are the speed clutches. The No. 3 clutch gives third speed. The No. 4 clutch gives second speed. The No. 5 clutch gives first speed.

The only clutch that rotates is the No. 5 clutch.

Operation

Neutral

When the transmission is in neutral, No. 3 clutch (8) is engaged. Clutch (8) holds ring gear (22) stationary. Ring gear (22) is connected to carrier (9).

Because only No. 3 clutch (8) is engaged, input shaft (1) turns and output shaft (2) stays stationary.

First Speed Forward



Illustration 3g02528084
Power Flow in First Speed Forward
(1) Input Shaft
(2) Output Shaft
(3) Hub
(4) No. 5 Clutch (First Speed)
(5) No. 4 Carrier
(6) No. 4 Clutch (Second Speed)
(7) No. 3 Sun Gear
(8) No. 3 Clutch (Third Speed)
(9) No. 2 and No. 3 Carrier
(10) No. 2 Clutch (Forward)
(11) No. 2 Sun Gear
(12) No. 1 Clutch (Reverse)
(13) Coupling Gear for No. 1 Clutch
(14) Ring Gear
(15) No. 1 Carrier
(16) No. 1 Sun Gear
(17) No. 1 Planetary Gears
(18) No. 4 Sun Gear
(19) No. 4 Planetary Gears
(20) Ring Gear for No. 4 Clutch
(21) No. 3 Planetary Gears
(22) Ring Gear for No. 3 Clutch
(23) Ring Gear for No. 2 Clutch
(24) No. 2 Planetary Gears

When the transmission is in FIRST SPEED FORWARD, Number 5 clutch (4) and Number 2 clutch (10) are engaged. The Number "2" clutch holds ring gear (23) stationary. The Number "5" clutch connects rotating hub (3) to Number "4" carrier (5) and ring gear (22).

Input shaft (1) turns Number "2" sun gear (11). The Number "2" sun gear turns planetary gears (24). Because ring gear (23) is held stationary by the Number "2" clutch, planetary gears (24) move around the inside of the ring gear. The movement of planetary gears (24) causes No. "2" carrier (9) and No. "3" carrier (9) to turn in the same direction as input shaft (1).

As carrier (9) turns, planetary gears (21) turn ring gear (22) and sun gear (7). Sun gear (7) turns output shaft (2).

Ring gear (22) turns carrier (5). Carrier (5) is connected to rotating hub (3) by the engagement of Number "5" clutch (4). The engagement of Number "5" clutch allows power to travel from carrier (5) to sun gear (18). The power then travels through Number 5 clutch to rotating hub (3). Sun gear (18) and rotating hub (3) are fastened to output shaft (2).

As a result, the torque to output shaft (2) is divided between Number "3" sun gear (7), Number "4" sun gear (18), and rotating hub (3). From the output shaft, power travels through the output transfer gears to the differentials.

Second Speed Forward

When the transmission is in SECOND SPEED FORWARD, Number 4 clutch (6) and Number 2 clutch (10) are engaged. The Number "2" clutch holds ring gear (23) for the Number 2 clutch stationary. The Number "4" clutch holds ring gear (20) for the Number 4 clutch stationary. Input shaft (1) turns Number "2" sun gear (11). Number "2" sun gear turns Number "2" planetary gears (24).

Because ring gear (23) is held stationary by the Number "2" clutch, planetary gears (24) move around the inside of the ring gear. The movement of planetary gears (24) causes No. "2" carrier (9) and No. "3" carrier (9) to turn in the same direction as input shaft (1). As the Number "2" carrier and the Number "3" carrier turn, Number "3" planetary gears (21) turn. The Number "2" planetary gears turn ring gear (22) for the Number "3" clutch and Number "3" sun gear (7). Number "3" sun gear (7) turns output shaft (2). Ring gear (22) turns Number "4" carrier (5).

Because ring gear (20) is held stationary by the Number "4" clutch, planetary gears (19) move around the inside of the ring gear. The movement of planetary gears (19) causes Number "4" sun gear (18) to turn. The Number "4" sun gear turns output shaft (2).

As a result, the torque to output shaft (2) is divided between Number "3" sun gear (7) and Number "4" sun gear (18). From the output shaft, power travels through the output transfer gears to the differentials.

Third Speed Forward

When the transmission is in THIRD SPEED FORWARD, Number 3 clutch (8) and Number 2 clutch (10) are engaged. The Number "2" clutch holds ring gear (23) for the Number "2" clutch stationary. The Number "3" clutch holds ring gear (22) for the Number 3 clutch stationary. Input shaft (1) turns Number "2" sun gear (11). Number "2" sun gear turns Number "2" planetary gears (24).

Because ring gear (23) is held stationary by the Number "2" clutch, planetary gears (24) move around the inside of the ring gear. The movement of planetary gears (24) causes No. "2" carrier (9) and No. "3" carrier (9) to turn in the same direction as input shaft (1).

The movement of No. "2" carrier (9) and No. "3" carrier (9) causes Number "3" planetary gears (21) to move around the inside of ring gear (22) because ring gear (22) is held stationary by the Number "3" clutch. The movement of planetary gears (21) causes Number "3" sun gear (7) to turn. The Number 3 sun gear turns output shaft (2). From the output shaft, power travels through the output transfer gears to the differentials.

First Speed Reverse



Illustration 4g02528086
Power Flow in First Speed Reverse
(1) Input Shaft
(2) Output Shaft
(3) Hub
(4) No. 5 Clutch (First Speed)
(5) No. 4 Carrier
(6) No. 4 Clutch (Second Speed)
(7) No. 3 Sun Gear
(8) No. 3 Clutch (Third Speed)
(9) No. 2 and No. 3 Carrier
(10) No. 2 Clutch (Forward)
(11) No. 2 Sun Gear
(12) No. 1 Clutch (Reverse)
(13) Coupling Gear for No. 1 Clutch
(14) Ring Gear
(15) No. 1 Carrier
(16) No. 1 Sun Gear
(17) No. 1 Planetary Gears
(18) No. 4 Sun Gear
(19) No. 4 Planetary Gears
(20) Ring Gear for No. 4 Clutch
(21) No. 3 Planetary Gears
(22) Ring Gear for No. 3 Clutch
(23) Ring Gear for No. 2 Clutch
(24) No. 2 Planetary Gears

When the transmission is in FIRST SPEED REVERSE, Number "5" clutch (4) and Number "1" clutch (12) are engaged. The Number "1" clutch holds coupling gear (13) stationary. The Number 5 clutch connects rotating hub (3) and Number 4 carrier (5).

Input shaft (1) turns Number "1" sun gear (16). The Number "1" sun gear turns planetary gears (17). Number "1" carrier (15) is a direct mechanical connection with coupling gear (13). Because coupling gear (13) is held stationary by the Number "1" clutch, Number "1" carrier (15) is also held stationary. The movement of Number "1" planetary gears (17) causes ring gear (14) to turn in the opposite direction as input shaft (1). Ring gear (14) is a direct mechanical connection with carrier (9).

As carrier (9) turns, planetary gears (21) turn ring gear (22) and sun gear (7). Sun gear (7) turns output shaft (2).

Ring gear (22) turns carrier (5). Carrier (5) is connected to rotating hub (3) by the engagement of the Number 5 clutch allowing power to travel from carrier (5) to sun gear (18). The power then travels through the Number 5 clutch to rotating hub (3). Sun gear (18) and rotating hub (3) are fastened to output shaft (2).

As a result, the torque to output shaft (2) is divided between Number "3" sun gear (7), Number "4" sun gear (18), and rotating hub (3). From the output shaft, power travels through the output transfer gears to the differentials.

Second Speed Reverse

When the transmission is in SECOND SPEED REVERSE, Number "4" clutch (6) and Number "1" clutch (12) are engaged. The Number "1" clutch holds coupling gear (13) stationary. The Number "4" clutch holds ring gear (20) for the Number 4 clutch stationary. Input shaft (1) turns Number "1" sun gear (16). The Number "1" sun gear turns Number "1" planetary gears (17). Number 1 carrier (15) is a direct mechanical connection with coupling gear (13).

Because coupling gear (13) is held stationary by the Number "1" clutch, Number "1" carrier (15) is also held stationary. The movement of Number "1" planetary gears (17) causes ring gear (14) to turn in the opposite direction as input shaft (1). Ring gear (14) is a direct mechanical connection with carrier (9). As the Number "2" carrier and the Number "3" carrier turn, Number "3" planetary gears (21) turn. The Number 3 planetary gears turn ring gear (22) for the Number 3 clutch and Number 3 sun gear (7). Number 3 sun gear (7) turns output shaft (2). Ring gear (22) turns Number "4" carrier (5).

Because ring gear (20) is held stationary by the Number "4" clutch, planetary gears (19) move around the inside of the ring gear. The movement of planetary gears (19) causes Number "4" sun gear (18) to turn. The Number 4 sun gear turns output shaft (2).

As a result, the torque to output shaft (2) is divided through Number "3" sun gear (7) and Number "4" sun gear (18). From the output shaft, power travels through the output transfer gears to the differentials.

Third Speed Reverse

When the transmission is in THIRD SPEED REVERSE, Number "3" clutch (8) and Number "1" clutch (12) are engaged. The Number "1" clutch holds coupling gear (13) stationary. The Number "3" clutch holds ring gear (22) stationary. Input shaft (1) turns Number "1" sun gear (16). Number "1" sun gear turns Number "1" planetary gears (17). Number "1" carrier (15) is a direct mechanical connection with coupling gear (13).

Because coupling gear (13) is held stationary by the Number "1" clutch, Number "1" carrier (15) is also held stationary. The movement of Number "1" planetary gear (17) causes ring gear (14) to turn in the opposite direction as input shaft (1). Ring gear (14) is a direct mechanical connection with carrier (9).

The movement of carrier (9) causes Number "3" planetary gears (21) to move around the inside of the ring gear. This occurs because ring gear (22) is held stationary by the Number "3" clutch. The movement of planetary gears (21) causes Number "3" sun gear (7) to turn. The Number 3 sun gear turns output shaft (2). From the output shaft, power travels through the output transfer gears to the differentials.

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