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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 02-Apr-24 7:44 PM View:  | Caterpillar Inc. (CAT) | 01-Apr-24 | Payment of Exercise | 72 | $365.29 | $26,300.90 | (2%) 4.18K to 4.11K | |
| 05-Mar-24 4:50 PM View: | Caterpillar Inc. (CAT) | 04-Mar-24 | Grant | 2,510 | -- | -- | 150% 1.67K to 4.18K | |
| 05-Mar-24 4:50 PM View: | Caterpillar Inc. (CAT) | 01-Mar-24 | Payment of Exercise | 53 | $335.69 | $17,791.60 | (3%) 1.72K to 1.67K |