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Insider Information:   Bonfield Andrew R J
Relationship:   Chief Financial Officer
City:   New York
State:   NY
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   207,570    

Indirect Shares

   2,023      
Direct Value   $28,756,356    

Indirect Value

   $90,732      
Total Shares   209,593      
Total Value   $28,847,087      


Bristol-Myers Squibb Co $6,387,896 Caterpillar Inc $22,368,460 Bristol-Myers Squibb Co $6,387,896 Caterpillar Inc $22,368,460
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    0   
    3    

     Stock price went up :
    0   
    3    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   3.0   
     Percentage Gain/Loss :
     0.0%
 24.8%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Bristol-Myers Squibb Co BMY EVP & CFO 2008-03-02 142,428 2008-03-02 2,023    Premium*  
            Caterpillar Inc CAT Chief Financial Officer 2024-03-07 65,142 2018-09-07 0    Premium*  
* Premium Members only  

Records found :    25         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 1
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 Financial Officer   •       –      –    2024-03-07 4 D $340.39 $7,744,213 D/D (22,751) 65,142 0 -
CAT Caterpillar Inc Chief Financial Officer   •       –      –    2024-03-07 4 OE $196.70 $6,173,152 D/D 29,579 75,755 0 -
CAT Caterpillar Inc Chief Financial Officer   •       –      –    2024-03-04 4 A $0.00 $0 D/D 3,543 58,314 0 -
CAT Caterpillar Inc Chief Financial Officer   •       –      –    2024-02-13 4 D $313.40 $1,587,684 D/D (5,066) 54,771 0 -
CAT Caterpillar Inc Chief Financial Officer   •       –      –    2024-02-13 4 A $0.00 $0 D/D 12,520 59,837 0 -
CAT Caterpillar Inc Chief Financial Officer   •       –      –    2024-02-05 4 S $332.69 $3,328,134 D/D (10,000) 47,317 0 %
CAT Caterpillar Inc Chief Financial Officer   •       –      –    2024-02-02 4 S $310.10 $3,101,000 D/D (10,000) 57,317 0 %
CAT Caterpillar Inc Chief Financial Officer   •       –      –    2024-01-25 4 S $300.04 $3,000,400 D/D (10,000) 67,317 0 %
CAT Caterpillar Inc Chief Financial Officer   •       –      –    2023-08-02 4 D $289.99 $10,927,693 D/D (37,683) 77,317 0 -
CAT Caterpillar Inc Chief Financial Officer   •       –      –    2023-08-02 4 OE $196.70 $9,556,114 D/D 44,973 88,736 0 -
CAT Caterpillar Inc Chief Financial Officer   •       –      –    2023-03-02 4 D $249.31 $4,052,783 D/D (16,256) 70,027 0 -
CAT Caterpillar Inc Chief Financial Officer   •       –      –    2023-03-02 4 OE $127.60 $2,946,922 D/D 23,095 86,283 0 -
CAT Caterpillar Inc Chief Financial Officer   •       –      –    2023-02-07 4 D $248.68 $1,324,967 D/D (5,328) 63,188 0 -
CAT Caterpillar Inc Chief Financial Officer   •       –      –    2023-02-07 4 A $0.00 $0 D/D 15,029 68,516 0 -
CAT Caterpillar Inc Chief Financial Officer   •       –      –    2022-03-09 4 D $210.53 $6,863,067 D/D (32,599) 53,487 0 -
CAT Caterpillar Inc Chief Financial Officer   •       –      –    2022-03-09 4 OE $127.60 $5,438,882 D/D 41,107 71,514 0 -
CAT Caterpillar Inc Chief Financial Officer   •       –      –    2022-02-08 4 D $200.77 $1,095,602 D/D (5,457) 44,979 0 -
CAT Caterpillar Inc Chief Financial Officer   •       –      –    2022-02-08 4 A $0.00 $0 D/D 13,964 50,436 0 -
CAT Caterpillar Inc Chief Financial Officer   •       –      –    2021-03-05 4 D $216.14 $14,104,432 D/D (65,256) 36,472 0 -
CAT Caterpillar Inc Chief Financial Officer   •       –      –    2021-03-05 4 OE $127.60 $11,192,488 D/D 82,199 54,298 0 -
CAT Caterpillar Inc Chief Financial Officer   •       –      –    2021-02-09 4 D $196.78 $346,726 D/D (1,762) 19,529 0 -
CAT Caterpillar Inc Chief Financial Officer   •       –      –    2021-02-09 4 A $0.00 $0 D/D 5,659 21,291 0 -
CAT Caterpillar Inc Chief Financial Officer   •       –      –    2020-09-07 4 D $148.24 $865,129 D/D (5,836) 15,632 0 -
CAT Caterpillar Inc Chief Financial Officer   •       –      –    2019-09-07 4 D $125.30 $737,140 D/D (5,883) 21,060 0 -
CAT Caterpillar Inc Chief Financial Officer   •       –      –    2018-09-07 4 A $0.00 $0 D/D 26,182 26,182 0 -
  25  Records found
  1     
  Page 1 of 1  
 
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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