This document provides instructions for assembling and disassembling components of the torque converter and transmission on a 962H wheel loader. It includes 29 steps to disassemble the transmission planetary, beginning with removing O-rings and bolts from the housing. Various tools are required including retaining ring pliers and a bearing puller. Detailed illustrations accompany each step. The goal is to disassemble the transmission components in preparation for inspection or repair.
𝘼𝙣𝙩𝙞𝙦𝙪𝙚 𝙋𝙡𝙖𝙨𝙩𝙞𝙘 𝙏𝙧𝙖𝙙𝙚𝙧𝙨 𝙞𝙨 𝙫𝙚𝙧𝙮 𝙛𝙖𝙢𝙤𝙪𝙨 𝙛𝙤𝙧 𝙢𝙖𝙣𝙪𝙛𝙖𝙘𝙩𝙪𝙧𝙞𝙣𝙜 𝙩𝙝𝙚𝙞𝙧 𝙥𝙧𝙤𝙙𝙪𝙘𝙩𝙨. 𝙒𝙚 𝙝𝙖𝙫𝙚 𝙖𝙡𝙡 𝙩𝙝𝙚 𝙥𝙡𝙖𝙨𝙩𝙞𝙘 𝙜𝙧𝙖𝙣𝙪𝙡𝙚𝙨 𝙪𝙨𝙚𝙙 𝙞𝙣 𝙖𝙪𝙩𝙤𝙢𝙤𝙩𝙞𝙫𝙚 𝙖𝙣𝙙 𝙖𝙪𝙩𝙤 𝙥𝙖𝙧𝙩𝙨 𝙖𝙣𝙙 𝙖𝙡𝙡 𝙩𝙝𝙚 𝙛𝙖𝙢𝙤𝙪𝙨 𝙘𝙤𝙢𝙥𝙖𝙣𝙞𝙚𝙨 𝙗𝙪𝙮 𝙩𝙝𝙚 𝙜𝙧𝙖𝙣𝙪𝙡𝙚𝙨 𝙛𝙧𝙤𝙢 𝙪𝙨.
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2. Shutdown SIS
Previous Screen
Product: WHEEL LOADER
Model: 962H WHEEL LOADER PCW
Configuration: 962H Wheel Loader PCW00001-UP (MACHINE) POWERED BY C7 Engine
Disassembly and Assembly
950H and 962H Wheel Loaders Power train
Media Number -UENR0789-00 Publication Date -01/10/2012 Date Updated -30/10/2012
i05018380
Torque Converter (Lockup) - Assemble
SMCS - 3101-016-L7
Assembly Procedure
Table 1
Required Tools
Tool Part Number Part Description Qty
A 138-7575 Link Bracket 2
B 1P-7405 Eyebolt 2
C 2P-8312 Retaining Ring Pliers 1
Note: Cleanliness is an important factor. Before assembly, all parts should be thoroughly cleaned
in cleaning fluid. Allow the parts to air dry. Wiping cloths or rags should not be used to dry parts.
Lint may be deposited on the parts which may cause later trouble. Inspect all parts. If any parts are
worn or damaged, use new parts for replacement.
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3. Illustration 1 g03211726
Illustration 2 g03211725
1. If necessary, install locating dowel (42) .
2. Install bearing (43) so that the notch in bearing (43) is in alignment with locating dowel
(42) .
3. Install turbine (40) to hub (41) and install bolts (39). Tighten bolts (39) to a torque of 60 ± 7
N·m (44 ± 5 lb ft).
Illustration 3 g03211721
4. Install turbine assembly (38) into the impeller housing.
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4. Illustration 4 g03211220
5. Install spacer (36) and O-ring seal (37) .
Illustration 5 g03211218
6. Use Tooling (C) to install retaining ring (35) .
Illustration 6 g03211217
7. Install cover (33), retaining ring (32), and ring (31) on housing (34) .
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5. Illustration 7 g03211199
8. If necessary, install locating dowel (30) .
9. Install seal ring (29) on carrier shaft (23) .
Illustration 8 g03211197
10. Install bearing (28) in impeller (21) .
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6. Illustration 9 g03211176
11. Install drive gear (27) and bolts (26). Tighten bolts (26) to a torque of 105 ± 15 N·m (77 ±
11 lb ft).
Illustration 10 g01173872
12. Use a suitable press to install carrier shaft (23) in impeller (21) .
Illustration 11 g03211156
13. Install spacer (25) on impeller (21) .
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7. Illustration 12 g03210736
14. Install stator (24) and retaining ring (22) on to carrier shaft (23) and impeller (21) .
Illustration 13 g01173864
15. Install impeller (21) and bolts (20). Tighten bolts (20) to a torque of 60 ± 7 N·m (44 ± 5 lb
ft).
Illustration 14 g03210717
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8. 16. Install bearing (19) on output shaft (17) .
17. Install seal ring (18) .
Illustration 15 g01173862
18. Install output shaft (17) and retaining ring (16) .
Illustration 16 g01173861
19. Install drive gear (15) .
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9. Illustration 17 g01174016
20. Use Tooling (A) and a suitable lifting device to install the torque converter housing over the
torque converter assembly. The weight of the torque converter housing is approximately
113 kg (250 lb).
21. Install bolts (7). Tighten bolts (7) to a torque of 60 ± 7 N·m (44 ± 5 lb ft).
Illustration 18 g03210697
22. Install bearing (14) and drive gear shaft (12) in pump drive gear (13) .
23. Use Tooling (B) to install pump drive gear (13) into the housing.
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10. Illustration 19 g01173853
24. Install bolt (11) on drive gear shaft (12). Tighten bolt (11) to a torque of 105 ± 20 N·m (77 ±
15 lb ft).
Illustration 20 g03210678
25. Install pump drive flange (10) and bolts (9). Tighten bolts (9) to a torque of 60 ± 7 N·m (44
± 5 lb ft).
Illustration 21 g01173847
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11. 26. Install torque converter speed sensor (8). Adjust torque converter speed sensor (8) in order
to maintain an air gap of 0.71 ± 0.18 mm (0.028 ± 0.007 inch). Tighten torque converter
speed sensor (8) to a torque of 25 ± 5 N·m (18 ± 4 lb ft).
Illustration 22 g01174020
27. Install washer (6) and bolt (5). Tighten bolt (5 ) to a torque of 105 ± 20 N·m (77 ± 15 lb ft).
Illustration 23 g01173844
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12. Illustration 24 g01173843
28. Install torque converter inlet relief valve (4) and the O-ring seal.
29. Install transmission hydraulic control relief valve (3) and bolts (2) to torque converter
housing (1) .
End By: Connect the torque converter to the transmission and to the output transfer gears.
Copyright 1993 - 2020 Caterpillar Inc.
All Rights Reserved.
Private Network For SIS Licensees.
Mon Mar 30 16:15:33 UTC+0800 2020
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13. Shutdown SIS
Previous Screen
Product: WHEEL LOADER
Model: 962H WHEEL LOADER PCW
Configuration: 962H Wheel Loader PCW00001-UP (MACHINE) POWERED BY C7 Engine
Disassembly and Assembly
950H and 962H Wheel Loaders Power train
Media Number -UENR0789-00 Publication Date -01/10/2012 Date Updated -30/10/2012
i05018810
Transmission from Output Transfer Gears - Separate
SMCS - 3002-076
Separation Procedure
Table 1
Required Tools
Tool Part Number Part Description Qty
A 138-7575 Link Bracket 2
Start By:
A. Separate the torque converter from the transmission and output transfer gears.
Note: Cleanliness is an important factor. Thoroughly clean the exterior of the component before
the disassembly procedure. Cleaning will help to prevent dirt from entering the internal
mechanism.
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14. Illustration 1 g01173203
1. Disconnect harness assemblies (1) .
Illustration 2 g01173204
2. Remove tube assembly (2) .
Illustration 3 g01173205
3. Attach Tooling (A) and a suitable lifting device to transmission (3). The weight of
transmission (3) is approximately 363 kg (800 lb).
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15. Illustration 4 g01173206
4. Remove transmission (3) from output transfer gears (4) .
Copyright 1993 - 2020 Caterpillar Inc.
All Rights Reserved.
Private Network For SIS Licensees.
Mon Mar 30 16:16:28 UTC+0800 2020
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16. Shutdown SIS
Previous Screen
Product: WHEEL LOADER
Model: 962H WHEEL LOADER PCW
Configuration: 962H Wheel Loader PCW00001-UP (MACHINE) POWERED BY C7 Engine
Disassembly and Assembly
950H and 962H Wheel Loaders Power train
Media Number -UENR0789-00 Publication Date -01/10/2012 Date Updated -30/10/2012
i05018793
Transmission Planetary - Disassemble
SMCS - 3160-015
Disassembly Procedure
Table 1
Required Tools
Tool Part Number Part Description Qty
A 138-7575 Link Bracket 2
B 1P-2420 Transmission Repair Stand 1
C 136-1452 Retaining Ring Pliers As 1
D 5P-5197 Retaining Ring Pliers As 1
E 1P-1863 Retaining Ring Pliers As 1
F 1P-0520 Driver Gp 1
G 8B-7551 Bearing Puller Gp 1
Start By:
A. Separate the torque converter from the transmission.
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17. Illustration 1 g00324683
1. Remove O-ring seals (1) and (5) from the housing.
2. Remove bolt (3), retainer (2), and drive gear (4) from the end of the input shaft.
Illustration 2 g01174662
3. Use Tooling (A) and a suitable lifting device to position the transmission on Tooling (B), as
shown.
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18. Illustration 3 g01174663
4. Use Tooling (C) to remove retaining ring (8) from output shaft (7) .
Illustration 4 g00324690
5. Remove four bolts (9) and No. 6 clutch housing (6). Mark the location of the long bolt.
Illustration 5 g00324691
6. Remove clutch piston (10) from No. 6 clutch housing (6) .
7. Remove seal rings (11) and (12) from clutch piston (10) .
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20. Illustration 9 g03063156
10. Remove ring gear (18) and remove O-ring seal (19) .
Illustration 10 g03063116
11. Remove carrier assembly (20) .
Illustration 11 g03063218
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21. 12. Remove metal seal ring (21) from the carrier assembly.
Illustration 12 g03063497
13. Use a suitable hammer and a punch to push the spring pins through carrier assembly (20)
and into planetary shafts (22) .
Illustration 13 g03066604
14. Use a suitable hammer and a punch to remove planetary shafts (22) from carrier assembly
(20) .
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22. Illustration 14 g03066621
15. Remove thrust discs (23), and remove planetary gears (25), and remove bearings (24) from
the carrier assembly. Remove the spring pins from planetary shafts (22) .
Illustration 15 g03063483
16. Use Tooling (D) to remove retaining ring (26) from the output shaft.
Illustration 16 g01174667
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23. 17. Use Tooling (E) to remove retaining ring (27) from the output shaft.
Illustration 17 g01174668
18. Use Tooling (A) and a suitable lifting device to remove housing (28) and the O-ring seal.
The weight of housing (28) is approximately 29 kg (64 lb).
Illustration 18 g00339593
19. Remove retaining ring (30) and bearing (29) from housing (28) .
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24. Illustration 19 g03078198
20. Remove friction discs (31) and clutch plates (32) and remove the springs.
Illustration 20 g00324823
21. Use Tooling (C) to compress retaining ring (33). Remove clutch housing (35) from ring
gear (34) .
Illustration 21 g00324824
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26. 22. Use Tooling (C) to remove retaining ring (33) from clutch housing (35) .
Illustration 22 g00324825
23. Use steel spacers and a press to apply pressure to retainer plate (36). Remove retaining ring
(37) from the clutch housing.
Illustration 23 g00324826
24. Remove retainer plate (36) from sun gear shaft (39). Remove disc springs (38) from clutch
housing (35) .
25. Remove clutch housing (35) from sun gear shaft (39) .
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27. Illustration 24 g03066717
26. Remove seal rings (40) and piston (41) from the clutch housing.
Illustration 25 g00339654
27. Remove seal ring (42) and seal ring (43) from piston (41) .
Illustration 26 g00324828
28. Remove retaining ring (44) from the output shaft.
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