Bradley M Halverson

CIK 1307061 · Group President & CFO · last filed 2026-05-18

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

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Disclosed Exposure

$5.27M

Companies

4

Total Filings

131

Lifetime Open-Market Net

-$28.15M

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
LEA Director 8,171 $145.16 $1.19M $0 7 2026-05-18
CEG Director 6,257 $253.76 $1.59M $0 14 2026-04-30
SYY Director 31,466 $79.19 $2.49M $0 32 2025-11-17
CATERPILLAR INC (CATw) Delisted Group President & CFO 24,340 -$28.15M 78 2018-02-15

Recent Filings · Page 8 of 14

131 filings
Form 4 transactions across all companies, newest first.
Filed Symbol Action Net Shares Net $ Link
2016-05-03 CATERPILLAR INC (CATw) Delisted Mixed −1,138 -$87.6K EDGAR
2016-03-09 CATERPILLAR INC (CATw) Delisted Grant (A) $0 EDGAR
2016-01-05 CATERPILLAR INC (CATw) Delisted Grant (A) $0 EDGAR
2015-12-02 CATERPILLAR INC (CATw) Delisted Grant (A) $0 EDGAR
2015-11-03 CATERPILLAR INC (CATw) Delisted Grant (A) $0 EDGAR
2015-10-02 CATERPILLAR INC (CATw) Delisted Grant (A) $0 EDGAR
2015-09-02 CATERPILLAR INC (CATw) Delisted Grant (A) $0 EDGAR
2015-08-04 CATERPILLAR INC (CATw) Delisted Grant (A) $0 EDGAR
2015-07-31 CATERPILLAR INC (CATw) Delisted Mixed -$915.0K EDGAR
2015-07-02 CATERPILLAR INC (CATw) Delisted Grant (A) $0 EDGAR
Showing 7180 of 131
Page 8 of 14
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.