Position
Compound Planning, 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 $2.45M$572.87 → $708.44
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 18.2K | $10.4M | — | — | — | 0.3% |
| Q1 2026 | 18K | $12.8M | $708.44 | $2.45M | −$77.3K | 0.4% |