13F

Position

Carson Advisory Inc. in Caterpillar Inc

Back to the book · All holders of CAT

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 $73.5K$572.87$708.46

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025563$322.5K0.2%
Q1 2026542$384K$708.46$73.5K−$12K0.2%