Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| BRISTOL MYERS SQUIBB CO | 142,428 | reported | 02 Mar 2008 | tx 25+1,122,610−70,117 |
| CATERPILLAR INC | 72,263 | reported | 06 May 2026 | tx 95+828,672−464,234 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 06 May 2026 | EXERCISE | CATERPILLAR INC | 11,655 | 253.98 USD | |
| 06 May 2026 | EXERCISE | CATERPILLAR INC | 7,673 | 338.65 USD | |
| 06 May 2026 | EXERCISE | CATERPILLAR INC | 3,726 | 332.04 USD | |
| 06 May 2026 | TAX_WITHHOLDING | CATERPILLAR INC | 7,380 | 920.72 USD | |
| 06 May 2026 | SALE | CATERPILLAR INC | 15,674 | 918.71 USD | anomaly |
| 06 May 2026 | EXERCISE | CATERPILLAR INC | 11,655 | 253.98 USD | deriv |
| 06 May 2026 | EXERCISE | CATERPILLAR INC | 7,673 | 338.65 USD | deriv |
| 06 May 2026 | EXERCISE | CATERPILLAR INC | 3,726 | 332.04 USD | deriv |
| 04 Mar 2026 | TAX_WITHHOLDING | CATERPILLAR INC | 449 | 738.42 USD | |
| 03 Mar 2026 | TAX_WITHHOLDING | CATERPILLAR INC | 445 | 719.13 USD | |
| 02 Mar 2026 | GRANT_AWARD | CATERPILLAR INC | 1,749 | 0.00 USD | |
| 02 Mar 2026 | GRANT_AWARD | CATERPILLAR INC | 4,877 | 0.00 USD | deriv |
| 10 Feb 2026 | GRANT_AWARD | CATERPILLAR INC | 10,907 | 0.00 USD | |
| 10 Feb 2026 | TAX_WITHHOLDING | CATERPILLAR INC | 4,299 | 744.83 USD | |
| 31 Dec 2025 | SALE | CATERPILLAR INC | 40 | 578.41 USD | anomaly |
| 31 Dec 2025 | SALE | CATERPILLAR INC | 2,628 | 573.61 USD | |
| 31 Dec 2025 | SALE | CATERPILLAR INC | 812 | 572.71 USD | |
| 31 Dec 2025 | SALE | CATERPILLAR INC | 3,016 | 575.77 USD | |
| 31 Dec 2025 | SALE | CATERPILLAR INC | 1,473 | 576.56 USD | |
| 31 Dec 2025 | SALE | CATERPILLAR INC | 600 | 577.79 USD | |
| 31 Dec 2025 | SALE | CATERPILLAR INC | 1,431 | 574.77 USD | |
| 01 Dec 2025 | SALE | CATERPILLAR INC | 920 | 574.52 USD | |
| 01 Dec 2025 | SALE | CATERPILLAR INC | 1,378 | 568.57 USD | |
| 01 Dec 2025 | SALE | CATERPILLAR INC | 2,360 | 569.35 USD | |
| 01 Dec 2025 | SALE | CATERPILLAR INC | 920 | 571.38 USD |