13F

Position

Ethic 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 $7.61M$572.87$708.45

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202559.2K$33.9M0.5%
Q1 202656.2K$39.8M$708.45$7.61M−$1.75M0.6%