Jim Umpleby
Jim Umpleby is number 241 in the 311 Private Wealth Index, with disclosed holdings in listed companies worth about $499m, mainly in Caterpillar Inc. That is about 2,592 times the wealth of a typical US household. Jim Umpleby is a director of Caterpillar Inc.
Part of the 311 Private Wealth Index (311institute.com). Last updated .
Disclosed holdings
| Company | Value | Latest filing | Shares |
|---|---|---|---|
| Caterpillar Inc. | $499m | 6 March 2026 | 559,239 at $893.09 |
How this figure is calculated
Shares reported in SEC insider filings (Forms 3, 4 and 5), at the latest holding each filing reports, valued at the latest price disclosed in those filings, or at the latest closing price where no recent trade price was filed. Holdings that the filings say belong to investment funds managed by the person are left out, and shares reported jointly by several family members are counted once. Private companies, cash, property and holdings listed outside the United States are not included, so this is a minimum, not total wealth. The household comparison uses $192,700, the median US household wealth in the Federal Reserve Survey of Consumer Finances (2022, the latest published).
Related
- Caterpillar Inc. in the 311 Titans Index
- Innovation profile of Houston
- United States: economy and key statistics
- The 311 Private Wealth Index
- The 311 Titans Index
- All 311 Indexes
Questions and answers
What is Jim Umpleby's net worth?
Jim Umpleby has disclosed holdings in listed companies worth about $499m, according to the 311 Private Wealth Index. This is a minimum: private companies, cash and property are not included.
How much are Jim Umpleby's disclosed holdings worth?
About $499m in listed companies, ranking Jim Umpleby number 241 in the 311 Private Wealth Index.
Where does Jim Umpleby's wealth come from?
Mainly from holdings in Caterpillar Inc. Jim Umpleby is a director of Caterpillar Inc.
Source: SEC insider filings.
© 311 Institute 2026. Facts from official filings and the sources linked on this page. The selection, classification and links are the proprietary work of the 311 Institute, protected by copyright and database rights.