Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
---|---|---|---|---|---|---|
CAT | CATERPILLAR INC | Executive Chairman | $262M | -$15M | -5.43% | Sep 22, 2025 |
CVX | CHEVRON CORP | Director | $2.14M | Jul 18, 2025 |
Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
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