| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| CATERPILLAR INC | Director | Common Stock | 12,876 | $4,539,176 | $352.53 | 11 Jun 2025 | Direct |
| CHEVRON CORP | Director | Common Stock | 15,647 | $2,166,953 | $138.49 | 18 Jul 2025 | Direct |
| LOCKHEED MARTIN CORP | Director | Phantom Stock Units | 2,701 | $1,385,593 | $513.03 | 14 Feb 2025 | Lockheed Martin Directors Equity Plan |
| CHEVRON CORP | Director | Common Stock | 4,591 | $635,807 | $138.49 | 18 Jul 2025 | By Reed Revocable Trust |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| CVX | CHEVRON CORP | 18 Jul 2025 | 1 | $0 | 4 | Director | 22 Jul 2025, 20:06 |
| CAT | CATERPILLAR INC | 11 Jun 2025 | 1 | +$169,919 | 4 | Director | 13 Jun 2025, 15:41 |
| CVX | CHEVRON CORP | 28 May 2025 | 1 | $0 | 4 | Director | 29 May 2025, 20:55 |
| LMT | LOCKHEED MARTIN CORP | 14 Feb 2025 | 1 | $0 | 4 | Director | 19 Feb 2025, 19:12 |
| CAT | CATERPILLAR INC | 12 Jun 2024 | 1 | +$169,953 | 4 | Director | 13 Jun 2024, 13:10 |
| CVX | CHEVRON CORP | 29 May 2024 | 1 | $0 | 4 | Director | 30 May 2024, 19:50 |
| LMT | LOCKHEED MARTIN CORP | 15 Feb 2024 | 1 | $0 | 4 | Director | 20 Feb 2024, 19:04 |
| CAT | CATERPILLAR INC | 14 Jun 2023 | 1 | +$169,837 | 4 | Director | 15 Jun 2023, 11:07 |
| CVX | CHEVRON CORP | 31 May 2023 | 1 | $0 | 4 | Director | 02 Jun 2023, 16:34 |
| LMT | LOCKHEED MARTIN CORP | 15 Feb 2023 | 1 | $0 | 4 | Director | 17 Feb 2023, 15:47 |
| CAT | CATERPILLAR INC | 08 Jun 2022 | 1 | +$187,517 | 4 | Director | 10 Jun 2022, 12:24 |
| CVX | CHEVRON CORP | 25 May 2022 | 1 | $0 | 4 | Director | 27 May 2022, 16:45 |
| LMT | LOCKHEED MARTIN CORP | 31 Jan 2022 | 1 | $0 | 4 | Director | 02 Feb 2022, 17:10 |
| CVX | CHEVRON CORP | 26 May 2021 | 1 | $0 | 4 | Director | 28 May 2021, 16:49 |