| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| CATERPILLAR INC | Group President | Common Stock | 43,723 | $14,223,092 | $325.30 | 04 Mar 2025 | Direct |
| CATERPILLAR INC | Group President | Phantom Stock Units | 10,752 | $6,161,111 | $573.02 | 12 Nov 2025 | Direct |
| CATERPILLAR INC | Group President | Employee Stock Options | 8,439 | $1,076,816 | $127.60 | 03 Mar 2025 | Direct |
| MOSAIC CO | Director | Common Stock | 20,296 | $722,538 | $35.60 | 25 May 2023 | Direct |
| MOSAIC CO | Director | Restricted Stock Units | 4,609 | $164,080 | $35.60 | 25 May 2023 | Direct |
| MOSAIC CO | Director | Common Stock | 1,578 | $56,177 | $35.60 | 25 May 2023 | SEP IRA |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | 12 Nov 2025 | 1 | -$6,271,131 | 4 | Group President | 14 Nov 2025, 12:56 |
| CAT | CATERPILLAR INC | 24 Oct 2025 | 1 | +$9,932 | 4 | Group President | 27 Oct 2025, 14:28 |
| CAT | CATERPILLAR INC | 26 Sep 2025 | 1 | +$9,781 | 4 | Group President | 29 Sep 2025, 16:30 |
| CAT | CATERPILLAR INC | 26 Aug 2025 | 1 | +$9,919 | 4 | Group President | 27 Aug 2025, 15:37 |
| CAT | CATERPILLAR INC | 07 Aug 2025 | 1 | -$3,542,600 | 4 | Group President | 08 Aug 2025, 16:18 |
| CAT | CATERPILLAR INC | 25 Jul 2025 | 1 | +$9,976 | 4 | Group President | 28 Jul 2025, 16:13 |
| CAT | CATERPILLAR INC | 26 Jun 2025 | 1 | +$9,929 | 4 | Group President | 27 Jun 2025, 14:40 |
| CAT | CATERPILLAR INC | 23 May 2025 | 1 | +$6,524 | 4 | Group President | 27 May 2025, 15:18 |
| CAT | CATERPILLAR INC | 14 Mar 2025 | 1 | +$165,065 | 4 | Group President | 17 Mar 2025, 16:31 |
| CAT | CATERPILLAR INC | 07 Mar 2025 | 1 | +$124,006 | 4 | Group President | 10 Mar 2025, 17:28 |
| CAT | CATERPILLAR INC | 03 Mar 2025 | 3 | -$111,578 | 4 | Group President | 05 Mar 2025, 18:36 |
| CAT | CATERPILLAR INC | 11 Feb 2025 | 2 | -$1,357,223 | 4 | Group President | 13 Feb 2025, 14:36 |
| CAT | CATERPILLAR INC | 12 Jan 2025 | 1 | -$161,590 | 4 | Group President | 14 Jan 2025, 17:44 |
| CAT | CATERPILLAR INC | 26 Dec 2024 | 1 | +$9,545 | 4 | Group President | 27 Dec 2024, 17:43 |
| CAT | CATERPILLAR INC | 26 Nov 2024 | 1 | +$9,380 | 4 | Group President | 27 Nov 2024, 14:09 |
| CAT | CATERPILLAR INC | 25 Oct 2024 | 1 | +$9,649 | 4 | Group President | 28 Oct 2024, 16:23 |
| CAT | CATERPILLAR INC | 26 Sep 2024 | 1 | +$9,383 | 4 | Group President | 27 Sep 2024, 15:19 |
| CAT | CATERPILLAR INC | 26 Aug 2024 | 1 | +$9,481 | 4 | Group President | 27 Aug 2024, 14:49 |
| CAT | CATERPILLAR INC | 26 Jul 2024 | 1 | +$9,463 | 4 | Group President | 29 Jul 2024, 15:29 |
| CAT | CATERPILLAR INC | 26 Jun 2024 | 1 | +$9,475 | 4 | Group President | 27 Jun 2024, 13:55 |
| CAT | CATERPILLAR INC | 24 May 2024 | 1 | +$5,234 | 4 | Group President | 28 May 2024, 14:29 |
| CAT | CATERPILLAR INC | 14 Mar 2024 | 1 | +$224,983 | 4 | Group President | 18 Mar 2024, 06:04 |
| CAT | CATERPILLAR INC | 08 Mar 2024 | 1 | +$106,166 | 4 | Group President | 12 Mar 2024, 06:05 |
| CAT | CATERPILLAR INC | 04 Mar 2024 | 2 | $0 | 4 | Group President | 06 Mar 2024, 12:22 |
| CAT | CATERPILLAR INC | 12 Jan 2024 | 1 | $0 | 4 | Group President | 16 Jan 2024, 17:24 |
| CAT | CATERPILLAR INC | 26 Dec 2023 | 1 | +$9,165 | 4 | Group President | 27 Dec 2023, 14:08 |
| CAT | CATERPILLAR INC | 24 Nov 2023 | 1 | +$9,152 | 4 | Group President | 27 Nov 2023, 15:48 |
| CAT | CATERPILLAR INC | 26 Oct 2023 | 1 | +$9,212 | 4 | Group President | 27 Oct 2023, 16:55 |
| CAT | CATERPILLAR INC | 26 Sep 2023 | 1 | +$9,164 | 4 | Group President | 27 Sep 2023, 18:04 |
| CAT | CATERPILLAR INC | 25 Aug 2023 | 1 | +$9,267 | 4 | Group President | 28 Aug 2023, 16:56 |
| CAT | CATERPILLAR INC | 03 Aug 2023 | 10 | $0 | 4 | Group President | 04 Aug 2023, 19:33 |
| CAT | CATERPILLAR INC | 26 Jul 2023 | 1 | +$9,300 | 4 | Group President | 28 Jul 2023, 08:58 |
| CAT | CATERPILLAR INC | 26 Jun 2023 | 1 | +$9,241 | 4 | Group President | 27 Jun 2023, 16:53 |
| CAT | CATERPILLAR INC | 26 May 2023 | 1 | +$5,295 | 4 | Group President | 31 May 2023, 06:10 |
| MOS | MOSAIC CO | 25 May 2023 | 3 | $0 | 4 | Director | 26 May 2023, 16:30 |
| MOS | MOSAIC CO | 21 May 2023 | 2 | $0 | 4 | Director | 23 May 2023, 10:45 |
| CAT | CATERPILLAR INC | 14 Mar 2023 | 1 | +$185,275 | 4 | Group President | 16 Mar 2023, 12:00 |
| CAT | CATERPILLAR INC | 10 Mar 2023 | 1 | +$117,137 | 4 | Group President | 14 Mar 2023, 06:03 |
| CAT | CATERPILLAR INC | 06 Mar 2023 | 1 | $0 | 4 | Group President | 08 Mar 2023, 12:39 |
| CAT | CATERPILLAR INC | 13 Feb 2023 | 2 | -$1,369,245 | 4 | Group President | 15 Feb 2024, 06:02 |
| CAT | CATERPILLAR INC | 07 Feb 2023 | 2 | -$1,512,720 | 4 | Group President | 08 Feb 2023, 20:05 |
| CAT | CATERPILLAR INC | 27 Dec 2022 | 3 | -$5,700,203 | 4 | Group President | 28 Dec 2022, 12:43 |
| CAT | CATERPILLAR INC | 23 Dec 2022 | 1 | +$8,875 | 4 | Group President | 27 Dec 2022, 13:06 |
| CAT | CATERPILLAR INC | 25 Nov 2022 | 1 | +$8,957 | 4 | Group President | 28 Nov 2022, 15:10 |
| CAT | CATERPILLAR INC | 26 Oct 2022 | 1 | +$8,863 | 4 | Group President | 27 Oct 2022, 15:55 |
| CAT | CATERPILLAR INC | 26 Sep 2022 | 1 | +$8,781 | 4 | Group President | 27 Sep 2022, 17:55 |
| CAT | CATERPILLAR INC | 26 Aug 2022 | 1 | +$8,828 | 4 | Group President | 30 Aug 2022, 10:38 |
| CAT | CATERPILLAR INC | 26 Jul 2022 | 1 | +$8,880 | 4 | Group President | 28 Jul 2022, 11:12 |
| CAT | CATERPILLAR INC | 24 Jun 2022 | 1 | +$8,904 | 4 | Group President | 27 Jun 2022, 20:50 |
| CAT | CATERPILLAR INC | 26 May 2022 | 1 | +$6,816 | 4 | Group President | 27 May 2022, 11:44 |
| MOS | MOSAIC CO | 23 May 2022 | 2 | $0 | 4 | Director | 25 May 2022, 17:55 |
| MOS | MOSAIC CO | 19 May 2022 | 1 | $0 | 4 | Director | 23 May 2022, 18:02 |
| MOS | MOSAIC CO | 16 May 2022 | 1 | -$1,587,755 | 4 | Director | 18 May 2022, 08:52 |
| CAT | CATERPILLAR INC | 11 Mar 2022 | 2 | +$240,352 | 4 | Group President | 15 Mar 2022, 17:51 |
| CAT | CATERPILLAR INC | 07 Mar 2022 | 1 | $0 | 4 | Group President | 08 Mar 2022, 17:23 |
| CAT | CATERPILLAR INC | 08 Feb 2022 | 2 | -$1,075,926 | 4 | Group President | 10 Feb 2022, 12:42 |
| CAT | CATERPILLAR INC | 23 Dec 2021 | 1 | +$8,454 | 4 | Group President | 27 Dec 2021, 15:05 |
| CAT | CATERPILLAR INC | 26 Nov 2021 | 1 | +$8,545 | 4 | Group President | 29 Nov 2021, 16:57 |
| CAT | CATERPILLAR INC | 26 Oct 2021 | 1 | +$8,585 | 4 | Group President | 27 Oct 2021, 15:45 |
| CAT | CATERPILLAR INC | 24 Sep 2021 | 1 | +$8,463 | 4 | Group President | 27 Sep 2021, 17:16 |
| CAT | CATERPILLAR INC | 26 Aug 2021 | 1 | +$8,450 | 4 | Group President | 27 Aug 2021, 15:34 |
| CAT | CATERPILLAR INC | 26 Jul 2021 | 1 | +$8,652 | 4 | Group President | 27 Jul 2021, 17:59 |
| CAT | CATERPILLAR INC | 25 Jun 2021 | 1 | +$8,652 | 4 | Group President | 28 Jun 2021, 17:33 |
| CAT | CATERPILLAR INC | 26 May 2021 | 1 | +$6,894 | 4 | Group President | 28 May 2021, 16:36 |
| MOS | MOSAIC CO | 20 May 2021 | 1 | $0 | 4 | Director | 24 May 2021, 10:53 |
| MOS | MOSAIC CO | 10 May 2021 | 2 | $0 | 4 | Director | 12 May 2021, 11:48 |