| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | Chief Human Resources Officer | $5.87M | Mar 4, 2025 | ||
| FLS | FLOWSERVE CORP | Director | $754K | Nov 13, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|