| |
| |
|
| Insider
Information: |
Umpleby Iii Donald J |
| Relationship: |
Director |
| City: |
Peoria |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
444,414 |
|
|
Indirect Shares
|
106,671 |
|
|
| Direct
Value |
$145,168,825 |
|
|
|
Indirect Value
|
$33,138,088 |
|
|
| Total
Shares |
551,085 |
|
|
| Total
Value |
$178,306,913 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
0
|
|
Stock
price went up :
|
0
|
0
|
| Stock
price went down : |
0
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
0.0%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Caterpillar Inc |
CAT |
Chief Executive Office... |
2024-03-04 |
441,355 |
2024-03-04 |
96,049 |
Premium* |
|
|
Chevron Corp |
CVX |
Director |
2024-05-29 |
3,059 |
2024-05-29 |
10,622 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
67 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 3 of 3
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| CAT |
Caterpillar Inc |
Chairman & CEO |
• • – |
2020-02-11 |
4 |
D |
$136.15 |
$2,135,377 |
D/D |
(15,684) |
79,092 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Chairman & CEO |
• • – |
2019-11-04 |
4 |
D |
$146.01 |
$2,317,909 |
D/D |
(15,875) |
66,797 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Chairman & CEO |
• • – |
2019-11-04 |
4 |
OE |
$102.13 |
$2,317,942 |
D/D |
22,696 |
82,672 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Chairman and CEO |
• • – |
2022-02-08 |
4 |
D |
$200.77 |
$3,610,648 |
D/D |
(17,984) |
156,275 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Chairman & CEO |
• • – |
2021-02-09 |
4 |
D |
$196.78 |
$3,889,553 |
D/D |
(19,766) |
178,297 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Chief Executive Officer |
• • – |
2023-02-07 |
4 |
D |
$248.68 |
$5,216,809 |
D/D |
(20,978) |
242,334 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Chief Executive Officer |
• • – |
2024-02-13 |
4 |
D |
$313.40 |
$5,276,089 |
D/D |
(16,835) |
421,543 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Chairman & CEO |
• • – |
2020-09-02 |
4 |
OE |
$89.75 |
$9,535,533 |
D/D |
101,392 |
112,311 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Chairman & CEO |
• • – |
2020-09-02 |
4 |
D |
$148.62 |
$11,990,531 |
D/D |
(80,633) |
50,001 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Chairman and CEO |
• • – |
2022-11-08 |
4 |
OE |
$127.60 |
$19,318,895 |
D/D |
151,402 |
327,979 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Chairman & CEO |
• • – |
2020-11-24 |
4 |
OE |
$95.66 |
$20,506,634 |
D/D |
214,370 |
367,798 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Chairman and CEO |
• • – |
2022-11-08 |
4 |
D |
$229.65 |
$26,163,336 |
D/D |
(113,927) |
214,052 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Chairman & CEO |
• • – |
2020-11-24 |
4 |
D |
$176.80 |
$28,212,330 |
D/D |
(159,572) |
208,226 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Chairman & CEO |
• • – |
2020-11-03 |
4 |
OE |
$74.77 |
$31,099,701 |
D/D |
372,276 |
232,420 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Chairman & CEO |
• • – |
2020-11-03 |
4 |
D |
$166.36 |
$44,812,124 |
D/D |
(268,849) |
153,428 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Chairman and CEO |
• • – |
2023-12-18 |
4 |
OE |
$127.60 |
$59,942,080 |
D/D |
422,260 |
447,857 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Chairman and CEO |
• • – |
2023-12-18 |
4 |
D |
$286.72 |
$86,144,451 |
D/D |
(300,448) |
396,242 |
0 |
- |
|
67 Records found
|
|
Page 3 of 3 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
|
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|
