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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 06-Mar-24 12:23 PM View:  | Caterpillar Inc. (CAT) | 04-Mar-24 | Grant | 12,181 | -- | -- | 2% 525.22K to 537.4K | |
| 27-Feb-24 3:36 PM View: | Caterpillar Inc. (CAT) | 26-Feb-24 | Gift | 8,081 | -- | -- | 2% 525.23K to 533.31K | |
| 27-Feb-24 3:36 PM View: | Caterpillar Inc. (CAT) | 26-Feb-24 | Gift | 8,081 | -- | -- | (2%) 533.31K to 525.23K | |
| 15-Feb-24 6:04 AM View: | Caterpillar Inc. (CAT) | 13-Feb-24 | Grant | 42,136 | -- | -- | 8% 499.92K to 542.06K | |
| 15-Feb-24 6:04 AM View: | Caterpillar Inc. (CAT) | 13-Feb-24 | Payment of Exercise | 16,835 | $313.40 | $5,276,090.00 | (3%) 542.06K to 525.23K | |
| 19-Dec-23 4:50 PM View: | Caterpillar Inc. (CAT) | 18-Dec-23 | Payment of Exercise | 300,448 | $286.72 | $86,144,400.00 | (38%) 800.37K to 499.92K | |
| 19-Dec-23 4:50 PM View: | Caterpillar Inc. (CAT) | 18-Dec-23 | Option Exercise | 422,260 | $141.96 | $59,942,100.00 | 112% 378.11K to 800.37K | |
| 07-Aug-23 3:29 PM View: | Caterpillar Inc. (CAT) | 04-Aug-23 | Gift | 5,114 | -- | -- | 1% 378.1K to 383.22K | |
| 07-Aug-23 3:29 PM View: | Caterpillar Inc. (CAT) | 04-Aug-23 | Gift | 5,114 | -- | -- | (1%) 383.22K to 378.1K | |
| 02-Jun-23 4:36 PM View: | Chevron Corp. (CVX) | 31-May-23 | Grant | 1,534 | -- | -- | 14% 10.61K to 12.14K | |
| 08-Feb-23 9:07 PM View: | Caterpillar Inc. (CAT) | 07-Feb-23 | Grant | 49,260 | -- | -- | 15% 321.19K to 370.44K | |
| 08-Feb-23 9:07 PM View: | Caterpillar Inc. (CAT) | 07-Feb-23 | Payment of Exercise | 20,978 | $248.68 | $5,216,810.00 | (6%) 370.44K to 349.47K | |
| 10-Nov-22 12:35 PM View: | Caterpillar Inc. (CAT) | 08-Nov-22 | Payment of Exercise | 113,927 | $229.65 | $26,163,300.00 | (26%) 435.11K to 321.18K | |
| 10-Nov-22 12:35 PM View: | Caterpillar Inc. (CAT) | 08-Nov-22 | Option Exercise | 151,402 | $127.60 | $19,318,900.00 | 53% 283.71K to 435.11K | |
| 10-Nov-22 12:35 PM View: | Caterpillar Inc. (CAT) | 18-Aug-22 | Gift | 7,490 | -- | -- | (3%) 291.2K to 283.71K | |
| 10-Nov-22 12:35 PM View: | Caterpillar Inc. (CAT) | 26-May-22 | Gift | 13,835 | -- | -- | (5%) 297.54K to 283.71K | |
| 27-May-22 10:00 PM View: | Chevron Corp. (CVX) | 25-May-22 | Grant | 1,303 | -- | -- | 14% 9.26K to 10.56K | |
| 10-Feb-22 4:27 PM View: | Caterpillar Inc. (CAT) | 08-Feb-22 | Payment of Exercise | 17,984 | $200.77 | $3,610,650.00 | (7%) 259.75K to 241.77K | |
| 10-Feb-22 4:27 PM View: | Caterpillar Inc. (CAT) | 01-Dec-21 | Gift | 1,520 | -- | -- | (< 1%) 261.27K to 259.75K | |
| 10-Feb-22 4:27 PM View: | Caterpillar Inc. (CAT) | 06-Jul-21 | Grant | 42,281 | -- | -- | 19% 218.99K to 261.27K | |
| 28-May-21 4:58 PM View: | Chevron Corp. (CVX) | 26-May-21 | Grant | 2,166 | -- | -- | 31% 6.98K to 9.15K | |
| 11-May-21 5:06 PM View: | Caterpillar Inc. (CAT) | 07-May-21 | Gift | 4,495 | -- | -- | (2%) 266.34K to 261.85K | |
| 11-Feb-21 3:44 PM View: | Caterpillar Inc. (CAT) | 09-Feb-21 | Grant | 46,337 | -- | -- | 20% 233.88K to 280.21K | |
| 11-Feb-21 3:44 PM View: | Caterpillar Inc. (CAT) | 09-Feb-21 | Payment of Exercise | 19,766 | $196.78 | $3,889,550.00 | (7%) 280.21K to 260.45K | |
| 11-Feb-21 3:44 PM View: | Caterpillar Inc. (CAT) | 30-Dec-20 | Gift | 59,000 | -- | -- | (20%) 292.88K to 233.88K | |
| 25-Nov-20 5:42 PM View: | Caterpillar Inc. (CAT) | 24-Nov-20 | Payment of Exercise | 159,572 | $176.80 | $28,212,300.00 | (41%) 390.95K to 231.38K | (< 1%) |
| 25-Nov-20 5:42 PM View: | Caterpillar Inc. (CAT) | 24-Nov-20 | Option Exercise | 214,370 | $95.66 | $20,506,600.00 | 121% 176.58K to 390.95K | |
| 05-Nov-20 10:19 AM View: | Caterpillar Inc. (CAT) | 03-Nov-20 | Payment of Exercise | 268,849 | $166.68 | $44,812,100.00 | (60%) 445.43K to 176.58K | (7%) |
| 05-Nov-20 10:19 AM View: | Caterpillar Inc. (CAT) | 03-Nov-20 | Option Exercise | 372,276 | $83.54 | $31,099,700.00 | 509% 73.15K to 445.43K | |
| 09-Feb-21 10:00 PM View: | Chevron Corp. (CVX) | 05-Oct-20 | Grant | 8 | -- | -- | < 1% 6.95K to 6.96K | |
| 03-Sep-20 6:41 PM View: | Caterpillar Inc. (CAT) | 02-Sep-20 | Payment of Exercise | 80,633 | $148.71 | $11,990,500.00 | (52%) 153.78K to 73.14K | (19%) |
| 03-Sep-20 6:41 PM View: | Caterpillar Inc. (CAT) | 02-Sep-20 | Option Exercise | 101,392 | $94.05 | $9,535,530.00 | 194% 52.39K to 153.78K | |
| 29-May-20 5:26 PM View: | Chevron Corp. (CVX) | 27-May-20 | Grant | 2,411 | -- | -- | 54% 4.44K to 6.85K | |
| 13-Feb-20 2:00 PM View: | Caterpillar Inc. (CAT) | 11-Feb-20 | Grant | 37,895 | -- | -- | 59% 64.7K to 102.6K | |
| 13-Feb-20 2:00 PM View: | Caterpillar Inc. (CAT) | 11-Feb-20 | Payment of Exercise | 15,684 | $136.15 | $2,135,380.00 | (15%) 102.6K to 86.92K | (28%) |
| 06-Nov-19 2:15 PM View: | Caterpillar Inc. (CAT) | 04-Nov-19 | Disposition | 15,875 | $146.01 | $2,317,910.00 | (19%) 83.59K to 67.72K | (19%) |
| 06-Nov-19 2:15 PM View: | Caterpillar Inc. (CAT) | 04-Nov-19 | Payment of Exercise | 3,021 | $146.01 | $441,096.00 | (4%) 67.72K to 64.7K | (19%) |
| 06-Nov-19 2:15 PM View: | Caterpillar Inc. (CAT) | 04-Nov-19 | Option Exercise | 22,696 | $102.13 | $2,317,940.00 | 37% 60.9K to 83.59K | |
| 30-Oct-19 1:35 PM View: | Caterpillar Inc. (CAT) | 28-Oct-19 | Disposition | 2,797 | $140.25 | $392,279.00 | (4%) 66.29K to 63.49K | (24%) |
| 30-Oct-19 1:35 PM View: | Caterpillar Inc. (CAT) | 28-Oct-19 | Payment of Exercise | 1,764 | $140.25 | $247,401.00 | (3%) 63.49K to 61.73K | (24%) |
| 30-Oct-19 1:35 PM View: | Caterpillar Inc. (CAT) | 28-Oct-19 | Option Exercise | 6,781 | $57.85 | $392,281.00 | 11% 59.51K to 66.29K | |
| 31-May-19 5:38 PM View: | Chevron Corp. (CVX) | 29-May-19 | Grant | 1,901 | -- | -- | 78% 2.45K to 4.35K | |
| 14-Feb-19 5:32 PM View: | Caterpillar Inc. (CAT) | 12-Feb-19 | Grant | 18,029 | -- | -- | 37% 48.31K to 66.34K | |
| 14-Feb-19 5:32 PM View: | Caterpillar Inc. (CAT) | 12-Feb-19 | Payment of Exercise | 6,848 | $131.78 | $902,429.00 | (10%) 66.34K to 59.49K | (30%) |
| 01-Jun-18 5:02 PM View: | Chevron Corp. (CVX) | 30-May-18 | Grant | 1,853 | -- | -- | 344% 0.54K to 2.39K | |
| 02-Mar-18 4:42 PM View: | Chevron Corp. (CVX) | 01-Mar-18 | Grant | 496 | -- | -- | 1210% 41 to 0.54K | |
| 15-Feb-18 6:43 PM View: | Caterpillar Inc. (CAT) | 13-Feb-18 | Grant | 16,325 | -- | -- | 43% 38.22K to 54.54K | |
| 15-Feb-18 6:43 PM View: | Caterpillar Inc. (CAT) | 13-Feb-18 | Payment of Exercise | 6,260 | $153.10 | $958,406.00 | (11%) 54.54K to 48.28K | (11%) |
| 03-May-17 6:22 PM View: | Caterpillar Inc. (CAT) | 01-May-17 | Payment of Exercise | 259 | $102.20 | $26,469.80 | (< 1%) 38.46K to 38.2K | (63%) |
| 15-Nov-16 2:30 PM View: | Caterpillar Inc. (CAT) | 14-Nov-16 | Disposition | 5,175 | $94.26 | $487,796.00 | (11%) 46.44K to 41.27K | (74%) |