Position
Element Wealth, 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 $68.9K$572.65 → $709.12
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 550 | $315K | — | — | — | 0.1% |
| Q1 2026 | 505 | $358.1K | $709.12 | $68.9K | −$25.8K | 0.1% |