Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 10 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| General Motors Co | 63,477 | reported | 16 Aug 2024 | tx 43+750,684−384,147 |
| CATERPILLAR INC | 3,659 | reported | 11 Jun 2025 | tx 10+3,570 |
| Eaton Corp plc | 1,629 | reported | 11 May 2026 | tx 10+2,534−438 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 08 May 2026 | PURCHASE | Eaton Corp plc | 746 | 402.29 USD | anomaly |
| 11 May 2026 | PURCHASE | Eaton Corp plc | 215 | 419.02 USD | anomaly |
| 06 May 2026 | EXERCISE | Eaton Corp plc | 353 | 0.00 USD | |
| 06 May 2026 | TAX_WITHHOLDING | Eaton Corp plc | 85 | 416.50 USD | |
| 06 May 2026 | EXERCISE | Eaton Corp plc | 353 | 0.00 USD | deriv |
| 06 May 2026 | GRANT_AWARD | Eaton Corp plc | 470 | 0.00 USD | deriv |
| 18 Nov 2025 | PURCHASE | Eaton Corp plc | 200 | 339.89 USD | anomaly |
| 31 Oct 2025 | PURCHASE | Eaton Corp plc | 100 | 384.34 USD | |
| 11 Aug 2025 | PURCHASE | Eaton Corp plc | 100 | 361.00 USD | |
| 07 Aug 2025 | GRANT_AWARD | Eaton Corp plc | 350 | 0.00 USD | deriv |
| 11 Jun 2025 | GRANT_AWARD | CATERPILLAR INC | 482 | 352.53 USD | |
| 02 May 2025 | PURCHASE | CATERPILLAR INC | 100 | 318.48 USD | |
| 04 Feb 2025 | PURCHASE | CATERPILLAR INC | 100 | 365.57 USD | |
| 04 Dec 2024 | PURCHASE | CATERPILLAR INC | 100 | 398.57 USD | |
| 04 Sept 2024 | PURCHASE | CATERPILLAR INC | 100 | 338.59 USD | |
| 16 Aug 2024 | GIFT | General Motors Co | 8,029 | 0.00 USD | |
| 12 Jun 2024 | GRANT_AWARD | CATERPILLAR INC | 517 | 328.73 USD | |
| 20 May 2024 | PURCHASE | CATERPILLAR INC | 100 | 356.40 USD | |
| 28 Mar 2024 | SALE | General Motors Co | 27,122 | 45.26 USD | |
| 26 Feb 2024 | SALE | General Motors Co | 15,190 | 40.03 USD | |
| 18 Feb 2024 | TAX_WITHHOLDING | General Motors Co | 15,014 | 38.70 USD | |
| 18 Feb 2024 | GRANT_AWARD | General Motors Co | 43,134 | 0.00 USD | |
| 06 Feb 2024 | GRANT_AWARD | General Motors Co | 36,731 | 0.00 USD | deriv |
| 10 Aug 2023 | GIFT | General Motors Co | 15,891 | 0.00 USD | |
| 14 Jun 2023 | GRANT_AWARD | CATERPILLAR INC | 698 | 243.32 USD |