Disclosed positions

Estimated from their latest filings — positions may have changed since

$16.18M

combined est. value

Stock	Shares	Price	Value	Weight	As of
CATCATERPILLAR INC	13,204	$940.12	$12.41M	77%	2026-06-10
CVXCHEVRON CORP	22,011	$171.06	$3.77M	23%	2026-05-27

CAT

CATERPILLAR INC

$12.41M

13,204 sh

CVX

CHEVRON CORP

$3.77M

22,011 sh

All filings on record

Every Form 4 transaction we track for this filer

all 5buys 0sells 0

Stock	Transaction	Date	~6mo later
CATCATERPILLAR INC	Grant — · 211 sh	2026-06-10	—
CVXCHEVRON CORP	Grant — · 1,272 sh	2026-05-27	—
CVXCHEVRON CORP	Grant — · 316 sh	2025-07-18	—
CATCATERPILLAR INC	Grant $169.9K · 482 sh	2025-06-11	—
CVXCHEVRON CORP	Grant — · 1,704 sh	2025-05-28	—

CATGrant

2026-06-10 · CATERPILLAR INC

211

—

CVXGrant

2026-05-27 · CHEVRON CORP

1,272

—

CVXGrant

2025-07-18 · CHEVRON CORP

316

—

CATGrant

2025-06-11 · CATERPILLAR INC

$169.9K

—

CVXGrant

2025-05-28 · CHEVRON CORP

1,704

—

Outcomes measure each disclosed buy against the closing price ~6 months (120 trading days) later, with the S&P 500 over the same span for context. Pre-scheduled 10b5-1 plan trades are excluded from the record. Positions are estimated from the latest reported post-transaction holdings, split-adjusted, at the latest close. Built from SEC Form 4 filings and market prices — past outcomes, not predictions or advice.