Iii Donald J UmplebyUS

Chairman & CEO, CATERPILLAR INC (CAT) (+1 more)

Net worth (est.)
$592.0M
#334 in the US
¥93.4B · US-listed shares
Dividends (a year)
$4.5M
Latest filing
2026-05-27
Form 3/4/5 transaction date

Holdings

CompanyHeld bySharesPriceValueDividends
CATERPILLAR INC
CAT · Executive Chairman
Direct 464,199 $819.95 $380.6M $2.8M
CATERPILLAR INC
CAT · Executive Chairman
Held by Irrevocable Trust for Descendants 59,000 $819.95 $48.4M $350K
CATERPILLAR INC
CAT · Chairman & CEO
Held by Irrevocable Trust for Descendents 59,000 $819.95 $48.4M $350K
CATERPILLAR INC
CAT · Executive Chairman
Held by Irrevocable Trust for Descendants. 59,000 $819.95 $48.4M $350K
CATERPILLAR INC
CAT · Executive Chairman
Held by Children's Irrevocable Trust 36,040 $819.95 $29.6M $214K
CATERPILLAR INC
CAT · Executive Chairman
Held by Children's Irrevocable Trust. 36,040 $819.95 $29.6M $214K
CHEVRON CORP
CVX
by Umpleby Revocable Trust 13,714 $206.37 $2.8M $94K
CHEVRON CORP
CVX
Indirect 13,714 $206.37 $2.8M $94K
CATERPILLAR INC
CAT · Executive Chairman
Held by 401(k) Plan 1,029 $819.95 $844K $6K
CHEVRON CORP
CVX
Direct 3,031 $206.37 $626K $21K
CHEVRON CORP
CVX
by Spouse Revocable Trust 55 $206.37 $11K $376
CHEVRON CORP
CVX
by Spouse Trust 49 $206.37 $10K $335
CHEVRON CORP
CVX
By Spouse Irrevocable Trust 3 $206.37 $619 $21
Estimated from SEC Form 3/4/5 holdings and prices from SEC Fails-to-Deliver and Form 13F data. Options and RSUs excluded. Source: U.S. Securities and Exchange Commission (EDGAR). SEC filings