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 | 464,199 | reported | 04 Mar 2026 | tx 124+4,038,921−2,210,429 |
| CHEVRON CORP | 3,031 | reported | 27 May 2026 | tx 13+16,134 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 May 2026 | GRANT_AWARD | CHEVRON CORP | 1,272 | 0.00 USD | |
| 04 Mar 2026 | TAX_WITHHOLDING | CATERPILLAR INC | 1,546 | 738.42 USD | |
| 03 Mar 2026 | TAX_WITHHOLDING | CATERPILLAR INC | 1,591 | 719.13 USD | |
| 10 Feb 2026 | GRANT_AWARD | CATERPILLAR INC | 34,986 | 0.00 USD | |
| 10 Feb 2026 | TAX_WITHHOLDING | CATERPILLAR INC | 13,571 | 744.83 USD | |
| 28 Nov 2025 | GIFT | CATERPILLAR INC | 2,350 | 0.00 USD | |
| 10 Oct 2025 | SALE | CATERPILLAR INC | 17,166 | 505.29 USD | |
| 22 Sept 2025 | SALE | CATERPILLAR INC | 17,166 | 462.65 USD | |
| 02 Sept 2025 | SALE | CATERPILLAR INC | 17,168 | 412.87 USD | |
| 18 Jul 2025 | GRANT_AWARD | CHEVRON CORP | 3 | 0.00 USD | |
| 18 Jul 2025 | GRANT_AWARD | CHEVRON CORP | 6 | 0.00 USD | |
| 28 May 2025 | GRANT_AWARD | CHEVRON CORP | 1,704 | 0.00 USD | |
| 04 Mar 2025 | TAX_WITHHOLDING | CATERPILLAR INC | 1,528 | 325.30 USD | |
| 03 Mar 2025 | GRANT_AWARD | CATERPILLAR INC | 12,733 | 0.00 USD | |
| 03 Mar 2025 | GRANT_AWARD | CATERPILLAR INC | 39,915 | 0.00 USD | deriv |
| 11 Feb 2025 | TAX_WITHHOLDING | CATERPILLAR INC | 14,163 | 362.70 USD | |
| 11 Feb 2025 | GRANT_AWARD | CATERPILLAR INC | 36,126 | 0.00 USD | |
| 07 Nov 2024 | EXERCISE | CATERPILLAR INC | 87,053 | 196.70 USD | |
| 07 Nov 2024 | TAX_WITHHOLDING | CATERPILLAR INC | 59,851 | 413.02 USD | |
| 07 Nov 2024 | GIFT | CATERPILLAR INC | 2,400 | 0.00 USD | |
| 07 Nov 2024 | EXERCISE | CATERPILLAR INC | 87,053 | 196.70 USD | deriv |
| 29 May 2024 | GRANT_AWARD | CHEVRON CORP | 1,477 | 0.00 USD | |
| 04 Mar 2024 | GRANT_AWARD | CATERPILLAR INC | 12,181 | 0.00 USD | |
| 04 Mar 2024 | GRANT_AWARD | CATERPILLAR INC | 39,561 | 0.00 USD | deriv |
| 26 Feb 2024 | GIFT | CATERPILLAR INC | 8,081 | 0.00 USD |