Susan C. Schwab is Director at CATERPILLAR INC (CAT). They have made 29 open-market trades across 4 companies since 2009, most recently 2026-06-10.
CIK 0001202958
18 open-market purchases totalling $454K since 2009, against 11 sales. Across 18 scored buys the stock is down 1.6% at ninety days, and 1.9 points behind the S&P over the same stretch.
18 scored purchases · one row per filing · discretionary only
| Ticker | Shares | Value |
|---|---|---|
| CAT | 6,197 | $4.5M |
| MAR | 10,172 | $3.9M |
| FDX | 10,038 | $2.9M |
| BA | 1,492 | $284K |
| Total | $11.7M |
Shares reported on the most recent Form 4, priced at the 2026-06-11 close.
Counted per filing, not per execution lot — a purchase filled in several tranches is one decision.
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 0% | 0% | 6% |
| Avg Move | -9.8% | -2.3% | -1.6% |
| Alpha | -4.7% | -2.2% | -1.9% |
| Scored | 18 | 18 | 18 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| FDX | SELL | 2026-04-15 | 2026-04-16 | $369.00 | $2.1M | +1.7% | -3.6% | -18.3% |
| CAT | SELL | 2025-08-15 | 2025-08-19 | $410.00 | $953K | +1.0% | +12.6% | +33.1% |
| MAR | SELL | 2025-02-24 | 2025-02-26 | $277.62 | $585K | -8.6% | -15.8% | -5.5% |
| FDX | SELL | 2025-01-14 | 2025-01-14 | $276.45 | $1.1M | +0.4% | -6.2% | -25.0% |
| CAT | SELL | 2024-11-15 | 2024-11-18 | $383.20 | $766 | +7.4% | -3.7% | -6.4% |
| FDX | SELL | 2024-03-27 | 2024-03-27 | $288.02 | $3.5M | -3.8% | -7.5% | -10.8% |
| FDX | SELL | 2023-04-11 | 2023-04-12 | $231.66 | $857K | +0.9% | -3.1% | +12.3% |
| FDX | SELL | 2021-06-29 | 2021-06-29 | $297.30 | $1.4M | +1.2% | -4.8% | -23.5% |
| FDX | SELL | 2020-07-06 | 2020-07-06 | $155.58 | $3.3M | +7.7% | +11.3% | +68.0% |
| FDX | SELL | 2019-07-11 | 2019-07-12 | $160.00 | $1.0M | +5.1% | -5.1% | -15.6% |
| FDX | SELL | 2019-03-27 | 2019-03-27 | $175.11 | $525K | +9.5% | +5.3% | -10.8% |
| MAR | BUY | 2018-02-22 | 2018-02-22 | $141.47 | $35K | -3.0% | -2.0% | -3.0% |
| FDX | BUY | 2018-02-06 | 2018-02-07 | $247.96 | $20K | -4.2% | -1.8% | -3.9% |
| MAR | BUY | 2015-12-23 | 2015-12-24 | $68.59 | $25K | -8.6% | -8.8% | +5.6% |
| MAR | BUY | 2015-08-27 | 2015-08-27 | $70.56 | $25K | -8.6% | -0.8% | -0.8% |
| FDX | BUY | 2012-10-16 | 2012-10-17 | $91.85 | $20K | -11.4% | -2.4% | -2.4% |
| FDX | BUY | 2011-09-27 | 2011-09-27 | $71.20 | $10K | -11.4% | -2.4% | -2.4% |
| BA | BUY | 2011-08-11 | 2011-08-11 | $57.96 | $20K | -9.4% | -0.7% | -0.7% |
| FDX | BUY | 2011-06-28 | 2011-06-29 | $93.58 | $25K | -11.4% | -2.4% | -2.4% |
| BA | BUY | 2011-01-31 | 2011-01-31 | $69.70 | $35K | -9.4% | -0.7% | -0.7% |
| FDX | BUY | 2010-12-29 | 2010-12-30 | $92.77 | $20K | -11.4% | -2.4% | -2.4% |
| BA | BUY | 2010-11-03 | 2010-11-03 | $68.77 | $20K | -9.4% | -0.7% | -0.7% |
| FDX | BUY | 2010-10-08 | 2010-10-12 | $87.75 | $20K | -11.4% | -2.4% | -2.4% |
| FDX | BUY | 2010-06-21 | 2010-06-22 | $79.72 | $34K | -11.4% | -2.4% | -2.4% |
| BA | BUY | 2010-04-26 | 2010-04-28 | $74.86 | $25K | -9.4% | -0.7% | -0.7% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.