Position
Creative Planning 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 $48.3M$572.87 → $708.46
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 356K | $204M | — | — | — | 0.1% |
| Q1 2026 | 365.8K | $259.1M | $708.46 | $48.3M | $6.91M | 0.2% |