13F

Position

ADE, LLC in Caterpillar Inc

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark $147.8K$572.90$708.50

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20251.09K$624.5K0.3%
Q1 20261.09K$772.3K$708.50$147.8K−$00.4%