Position
Dynamic Advisor Solutions LLC 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 $2.88M$572.88 → $708.47
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 21.2K | $12.2M | — | — | — | 0.4% |
| Q1 2026 | 23.6K | $16.7M | $708.47 | $2.88M | $1.68M | 0.5% |