Disclosed positions

Estimated from their latest filings — positions may have changed since

$439.87M

combined est. value

Stock	Shares	Price	Value	Weight	As of
CATCATERPILLAR INC	467,294	$940.12	$439.31M	100%	2026-02-10
CVXCHEVRON CORP	3,234	$171.06	$553.2K	0%	2025-07-18

CAT

CATERPILLAR INC

$439.31M

467,294 sh

CVX

CHEVRON CORP

$553.2K

3,234 sh

All filings on record

Every Form 4 transaction we track for this filer

all 9buys 0sells 3

Stock	Transaction	Date	~6mo later
CATCATERPILLAR INC	Tax $10.11M · 13,571 sh	2026-02-10	—
CATCATERPILLAR INC	Grant — · 34,986 sh	2026-02-10	—
CATCATERPILLAR INC	Gift — · 2,350 sh	2025-11-28	—
CATCATERPILLAR INC	Sell $8.67M · 17,166 sh	2025-10-10	—
CATCATERPILLAR INC	Sell $7.94M · 17,166 sh	2025-09-22	—
CATCATERPILLAR INC	Sell $7.09M · 17,168 sh	2025-09-02	—
CVXCHEVRON CORP	Grant — · 3 sh	2025-07-18	—
CVXCHEVRON CORP	Grant — · 6 sh	2025-07-18	—
CVXCHEVRON CORP	Grant — · 1,704 sh	2025-05-28	—

CATTax

2026-02-10 · CATERPILLAR INC

$10.11M

—

CATGrant

2026-02-10 · CATERPILLAR INC

34,986

—

CATGift

2025-11-28 · CATERPILLAR INC

2,350

—

CATSell

2025-10-10 · CATERPILLAR INC

$8.67M

—

CATSell

2025-09-22 · CATERPILLAR INC

$7.94M

—

CATSell

2025-09-02 · CATERPILLAR INC

$7.09M

—

CVXGrant

2025-07-18 · CHEVRON CORP

3

—

CVXGrant

2025-07-18 · CHEVRON CORP

6

—

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.