Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 23 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 |
|---|---|---|---|---|
| CATERPILLAR INC | 8,206 | reported | 04 May 2026 | tx 26+8,522 |
| C. H. ROBINSON WORLDWIDE, INC. | 7,471 | reported | 31 Mar 2015 | tx 25+9,260 |
| ECOLAB INC. | 732 | reported | 15 May 2026 | tx 90+45,726.5−5,501 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2026 | GRANT_AWARD | ECOLAB INC. | 732 | 0.00 USD | deriv |
| 13 May 2026 | PURCHASE | ECOLAB INC. | 1,000 | 250.65 USD | |
| 04 May 2026 | PURCHASE | CATERPILLAR INC | 250 | 876.84 USD | |
| 04 May 2026 | PURCHASE | ECOLAB INC. | 800 | 256.91 USD | |
| 31 Dec 2025 | GRANT_AWARD | CATERPILLAR INC | 30 | 575.49 USD | deriv |
| 31 Dec 2025 | GRANT_AWARD | ECOLAB INC. | 43.85 | 263.68 USD | |
| 31 Dec 2025 | GRANT_AWARD | ECOLAB INC. | 128 | 0.00 USD | |
| 08 Dec 2025 | PURCHASE | ECOLAB INC. | 750 | 257.60 USD | |
| 25 Nov 2025 | OTHER | CATERPILLAR INC | 72 | 557.34 USD | deriv |
| 12 Nov 2025 | EXERCISE | ECOLAB INC. | 3,300 | 115.08 USD | |
| 12 Nov 2025 | TAX_WITHHOLDING | ECOLAB INC. | 1,451 | 262.03 USD | |
| 12 Nov 2025 | EXERCISE | ECOLAB INC. | 3,300 | 0.00 USD | deriv |
| 06 Nov 2025 | PURCHASE | CATERPILLAR INC | 300 | 568.86 USD | |
| 30 Sept 2025 | GRANT_AWARD | ECOLAB INC. | 42.22 | 273.87 USD | |
| 30 Sept 2025 | GRANT_AWARD | ECOLAB INC. | 123.23 | 0.00 USD | |
| 30 Sept 2025 | GRANT_AWARD | CATERPILLAR INC | 37 | 473.84 USD | deriv |
| 18 Aug 2025 | GRANT_AWARD | CATERPILLAR INC | 500 | 407.76 USD | |
| 13 Aug 2025 | PURCHASE | ECOLAB INC. | 600 | 278.51 USD | |
| 30 Jun 2025 | GRANT_AWARD | CATERPILLAR INC | 43 | 386.98 USD | deriv |
| 30 Jun 2025 | GRANT_AWARD | ECOLAB INC. | 126.18 | 0.00 USD | |
| 30 Jun 2025 | GRANT_AWARD | ECOLAB INC. | 43.23 | 267.48 USD | |
| 11 Jun 2025 | GRANT_AWARD | CATERPILLAR INC | 482 | 352.53 USD | |
| 12 May 2025 | GRANT_AWARD | ECOLAB INC. | 810 | 0.00 USD | deriv |
| 07 May 2025 | PURCHASE | ECOLAB INC. | 500 | 251.75 USD | |
| 07 May 2025 | PURCHASE | CATERPILLAR INC | 375 | 320.70 USD |
3 purchases reported after at least 12 months of silence — most recent on 06 Aug 2020.