| |
| |
|
| 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 |
$149,903,970 |
|
|
|
Indirect Value
|
$34,238,458 |
|
|
| Total
Shares |
551,085 |
|
|
| Total
Value |
$184,142,428 |
|
|
|
|
|
|
|
|
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 |
Chief Executive Officer |
• • – |
2024-02-26 |
4 |
GD |
$0.00 |
$0 |
I/I |
8,081 |
0 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Group PresidentOfficer |
• – – |
2013-01-01 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
24,318 |
|
- |
|
| CAT |
Caterpillar Inc |
Group President |
• – – |
2013-03-01 |
4 |
OE |
$0.00 |
$0 |
D/D |
490 |
24,808 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Group President |
• – – |
2014-01-30 |
4 |
OE |
$38.63 |
$386,275 |
D/D |
10,000 |
34,659 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Group President |
• – – |
2014-05-01 |
4 |
OE |
$45.64 |
$383,397 |
D/D |
8,400 |
36,926 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Group President |
• – – |
2016-03-18 |
4 |
OE |
$63.04 |
$75,648 |
D/D |
1,200 |
35,351 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Group President |
• – – |
2016-04-29 |
4 |
OE |
$63.04 |
$134,969 |
D/D |
2,141 |
36,431 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Group President |
• – – |
2016-11-14 |
4 |
OE |
$22.17 |
$487,928 |
D/D |
11,280 |
41,653 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Chairman & CEO |
• • – |
2019-10-28 |
4 |
OE |
$57.85 |
$392,281 |
D/D |
6,781 |
65,371 |
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 & CEO |
• • – |
2020-09-02 |
4 |
OE |
$89.75 |
$9,535,533 |
D/D |
101,392 |
112,311 |
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 |
• • – |
2020-11-24 |
4 |
OE |
$95.66 |
$20,506,634 |
D/D |
214,370 |
367,798 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Chairman and CEO |
• • – |
2022-11-08 |
4 |
OE |
$127.60 |
$19,318,895 |
D/D |
151,402 |
327,979 |
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 |
Group President |
• – – |
2014-01-30 |
4 |
S |
$92.40 |
$566,689 |
D/D |
(6,133) |
28,526 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Group President |
• – – |
2014-05-01 |
4 |
S |
$105.43 |
$620,051 |
D/D |
(5,881) |
31,045 |
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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