| |
| |
|
| Insider
Information: |
Umpleby Iii Donald J |
| Relationship: |
Director |
| City: |
Peoria |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
444,227 |
|
|
Indirect Shares
|
105,321 |
|
|
| Direct
Value |
$155,254,676 |
|
|
|
Indirect Value
|
$35,179,932 |
|
|
| Total
Shares |
549,548 |
|
|
| Total
Value |
$190,434,608 |
|
|
|
|
|
|
|
|
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 |
2023-05-31 |
2,872 |
2023-05-31 |
9,272 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
66 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 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 |
• • – |
2018-02-13 |
4 |
A |
$0.00 |
$0 |
D/D |
16,325 |
53,669 |
0 |
- |
|
| CVX |
Chevron Corp |
Director |
• • – |
2018-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
496 |
496 |
0 |
- |
|
| CVX |
Chevron Corp |
Director |
• • – |
2018-05-30 |
4 |
A |
$0.00 |
$0 |
D/D |
1,853 |
2,350 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Chairman & CEO |
• • – |
2019-02-12 |
4 |
A |
$0.00 |
$0 |
D/D |
18,029 |
65,438 |
0 |
- |
|
| CVX |
Chevron Corp |
Director |
• • – |
2019-05-29 |
4 |
A |
$0.00 |
$0 |
D/D |
1,901 |
4,309 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Chairman & CEO |
• • – |
2020-02-11 |
4 |
A |
$0.00 |
$0 |
D/D |
37,895 |
94,776 |
0 |
- |
|
| CVX |
Chevron Corp |
Director |
• • – |
2020-05-27 |
4 |
A |
$0.00 |
$0 |
D/D |
2,411 |
6,806 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Chairman & CEO |
• • – |
2021-02-09 |
4 |
A |
$0.00 |
$0 |
D/D |
46,337 |
198,063 |
0 |
- |
|
| CVX |
Chevron Corp |
Director |
• • – |
2021-05-26 |
4 |
A |
$0.00 |
$0 |
D/D |
2,166 |
9,101 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Chairman and CEO |
• • – |
2021-07-06 |
4 |
A |
$0.00 |
$0 |
D/D |
42,281 |
174,259 |
0 |
- |
|
| CVX |
Chevron Corp |
Director |
• • – |
2022-05-25 |
4 |
A |
$0.00 |
$0 |
D/D |
1,303 |
10,509 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Chief Executive Officer |
• • – |
2023-02-07 |
4 |
A |
$0.00 |
$0 |
D/D |
49,260 |
263,312 |
0 |
- |
|
| CVX |
Chevron Corp |
Director |
• • – |
2023-05-31 |
4 |
A |
$0.00 |
$0 |
D/D |
1,534 |
2,872 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Chief Executive Officer |
• • – |
2024-02-13 |
4 |
A |
$0.00 |
$0 |
D/D |
42,136 |
438,378 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Chief Executive Officer |
• • – |
2024-03-04 |
4 |
A |
$0.00 |
$0 |
D/D |
12,181 |
441,355 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Group President |
• – – |
2013-03-04 |
4 |
D |
$91.05 |
$14,476 |
D/D |
(159) |
24,649 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Group President |
• – – |
2015-05-01 |
4 |
D |
$87.52 |
$33,433 |
D/D |
(382) |
29,896 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Group President |
• – – |
2016-03-18 |
4 |
D |
$75.79 |
$4,775 |
D/D |
(63) |
34,290 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Group President |
• – – |
2016-03-18 |
4 |
D |
$75.79 |
$75,638 |
D/D |
(998) |
34,353 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Group President |
• – – |
2016-04-29 |
4 |
D |
$78.16 |
$10,083 |
D/D |
(129) |
34,576 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Group President |
• – – |
2016-04-29 |
4 |
D |
$78.16 |
$134,904 |
D/D |
(1,726) |
34,705 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Group President |
• – – |
2016-05-01 |
4 |
D |
$77.35 |
$20,111 |
D/D |
(260) |
34,316 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Group President |
• – – |
2016-11-14 |
4 |
D |
$94.26 |
$179,000 |
D/D |
(1,899) |
38,522 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Group President |
• – – |
2016-11-14 |
4 |
D |
$94.26 |
$487,796 |
D/D |
(5,175) |
40,097 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Chief Executive Officer |
• • – |
2017-05-01 |
4 |
D |
$102.20 |
$26,470 |
D/D |
(259) |
37,344 |
0 |
- |
|
66 Records found
|
|
Page 1 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 |
| |
|
|
|
|
|
