Derek Owens
CIK 2006879 · View on SEC EDGAR ↗
Insider
First SEC filing: Jan. 10, 2024 · Latest: Jan. 10, 2024
On this page
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net:
$0
+ 16 non-open-market transactions below
last 12 months, based on the transactions shown below
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
No open-market trades on record; showing all filings.
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| March 4, 2026 | CAT | F | 338 | $738.42 | $249,586 | 8,203 Direct | -3.96% | Disposed | 9.6% (price as of 2026-08-19) |
| March 3, 2026 | CAT | F | 310 | $719.13 | $222,930 | 8,541 Direct | -3.50% | Disposed | 12.6% (price as of 2026-08-19) |
| March 2, 2026 | CAT | A | 3,865 | — | — | 3,865 Direct | — | Acquired | (price as of 2026-08-19) |
| March 2, 2026 | CAT | A | 1,386 | — | — | 8,851 Direct | +18.57% | Acquired | (price as of 2026-08-19) |
| Feb. 10, 2026 | CAT | A | 514 | — | — | 7,590 Direct | +7.26% | Acquired | (price as of 2026-08-19) |
| Feb. 10, 2026 | CAT | F | 134 | $744.83 | $99,807 | 7,457 Direct | -1.77% | Disposed | 8.7% (price as of 2026-08-19) |
| April 1, 2025 | CAT | F | 73 | $328.05 | $23,948 | 7,031 Direct | -1.03% | Disposed | 146.7% (price as of 2026-08-19) |
| March 4, 2025 | CAT | F | 207 | $325.30 | $67,337 | 7,104 Direct | -2.83% | Disposed | 148.8% (price as of 2026-08-19) |
| March 3, 2025 | CAT | A | 8,439 | — | — | 8,439 Direct | — | Acquired | (price as of 2026-08-19) |
| March 3, 2025 | CAT | A | 2,692 | — | — | 7,311 Direct | +58.28% | Acquired | (price as of 2026-08-19) |
| Feb. 11, 2025 | CAT | F | 174 | $362.70 | $63,110 | 4,607 Direct | -3.64% | Disposed | 123.2% (price as of 2026-08-19) |
| Feb. 11, 2025 | CAT | A | 642 | — | — | 4,781 Direct | +15.51% | Acquired | (price as of 2026-08-19) |
| April 1, 2024 | CAT | F | 72 | $365.29 | $26,301 | 4,108 Direct | -1.72% | Disposed | 121.6% (price as of 2026-08-19) |
| March 4, 2024 | CAT | A | 8,152 | — | — | 8,152 Direct | — | Acquired | (price as of 2026-08-19) |
| March 4, 2024 | CAT | A | 2,510 | — | — | 4,179 Direct | +150.39% | Acquired | (price as of 2026-08-19) |
| March 1, 2024 | CAT | F | 53 | $335.69 | $17,792 | 1,669 Direct | -3.08% | Disposed | 141.1% (price as of 2026-08-19) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II)
Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| March 2, 2026 | CAT | Employee Stock Options | Common Stock (3,865) | $752.18 | March 2, 2036 | 3,865 | Acquired |
| March 3, 2025 | CAT | Employee Stock Options | Common Stock (8,439) | $332.04 | March 3, 2035 | 8,439 | Acquired |
| March 4, 2024 | CAT | Employee Stock Options | Common Stock (8,152) | $338.65 | March 4, 2034 | 8,152 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 3 holdings
Securities held when first becoming an insider, per SEC Form 3.