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 | 32,380 | reported | 31 Dec 2014 | tx 165+187,443−113,550 |
| SAFEWAY INC | 2,000 | reported | 20 May 2004 | tx 3+2,886.285 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 31 Dec 2014 | GRANT_AWARD | CATERPILLAR INC | 135 | 92.51 USD | deriv |
| 28 Nov 2014 | GRANT_AWARD | CATERPILLAR INC | 122 | 102.37 USD | deriv |
| 31 Oct 2014 | GRANT_AWARD | CATERPILLAR INC | 123 | 101.61 USD | deriv |
| 30 Sept 2014 | GRANT_AWARD | CATERPILLAR INC | 126 | 99.45 USD | deriv |
| 29 Aug 2014 | GRANT_AWARD | CATERPILLAR INC | 115 | 108.68 USD | deriv |
| 31 Jul 2014 | GRANT_AWARD | CATERPILLAR INC | 123 | 0.00 USD | deriv |
| 30 Jun 2014 | GRANT_AWARD | CATERPILLAR INC | 116 | 0.00 USD | deriv |
| 30 May 2014 | GRANT_AWARD | CATERPILLAR INC | 122 | 0.00 USD | deriv |
| 30 Apr 2014 | GRANT_AWARD | CATERPILLAR INC | 118 | 0.00 USD | deriv |
| 31 Mar 2014 | GRANT_AWARD | CATERPILLAR INC | 125 | 0.00 USD | deriv |
| 27 Mar 2014 | TAX_WITHHOLDING | CATERPILLAR INC | 3,314 | 98.09 USD | |
| 27 Mar 2014 | EXERCISE | CATERPILLAR INC | 8,000 | 40.64 USD | |
| 27 Mar 2014 | EXERCISE | CATERPILLAR INC | 8,000 | 0.00 USD | deriv |
| 03 Mar 2014 | GRANT_AWARD | CATERPILLAR INC | 1,298 | 0.00 USD | |
| 28 Feb 2014 | GRANT_AWARD | CATERPILLAR INC | 129 | 0.00 USD | deriv |
| 31 Jan 2014 | GRANT_AWARD | CATERPILLAR INC | 134 | 0.00 USD | deriv |
| 31 Dec 2013 | GRANT_AWARD | CATERPILLAR INC | 137 | 0.00 USD | deriv |
| 29 Nov 2013 | GRANT_AWARD | CATERPILLAR INC | 147 | 0.00 USD | deriv |
| 31 Oct 2013 | GRANT_AWARD | CATERPILLAR INC | 149 | 0.00 USD | deriv |
| 30 Sept 2013 | GRANT_AWARD | CATERPILLAR INC | 150 | 0.00 USD | deriv |
| 30 Aug 2013 | GRANT_AWARD | CATERPILLAR INC | 152 | 0.00 USD | deriv |
| 31 Jul 2013 | GRANT_AWARD | CATERPILLAR INC | 150 | 0.00 USD | deriv |
| 28 Jun 2013 | GRANT_AWARD | CATERPILLAR INC | 151 | 0.00 USD | deriv |
| 31 May 2013 | GRANT_AWARD | CATERPILLAR INC | 145 | 0.00 USD | deriv |
| 30 Apr 2013 | GRANT_AWARD | CATERPILLAR INC | 148 | 0.00 USD | deriv |
1 purchase reported after at least 12 months of silence — most recent on 29 Jan 2009.