The usual procedure is to build a battery box where the pony sat and use a plate of steel to bolt down over the lower coolant passage and use as a base mount for the new battery box. The upper one might be a bit difficult depending on the series of machine you have. On the earlier machines you'll have to figure out how to bolt a blank off plate over the rear coolant port in the head where the seal usually goes in between the pony top cover and diesel head.
You need an "operators instructions" as CAT called them in those days. The owners manual has all that good stuff in it.
Generally you use motor oil appropriate for a diesel engine in your climate and temperatures in the diesel crankcase, the injection pump housing sump and the diesel engine air cleaner cup.
Everything else takes 90 wt gear lube unless in extreme cold or heat.
Track rollers if greasable take 000 weight track lube grease. They will have button head fittings if greasable, or plugs if not. The plugs can be removed and the oil topped off on the "lubed for life" rollers. 30 wt oil is used in them.
Other grease zerks take regular ball and roller bearing grease and will have standard fittings instead of button heads.
To adjust the valve clearances, warm the engine up and then adjust to 0.010" on both exhaust and intakes by rolling the engine around until the pointer in a small cover on the right front of the clutch/bell housing near the oil filler spout is pointing to the TDC mark for the cylinder pair you are working on. One set of valves will be open and the other closed, Make sure the compression release is set to run position and adjust both closed valves (loose rocker arms). Turn engine to next TDC mark (1/2 turn) and adjust that cylinder, repeat until you have been through all 4 cylinders.