13F

Position

EVOLUTION WEALTH MANAGEMENT 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 $2.58K$572.89$708.46

QuarterSharesValueImplied pxEst. markFlowWeight
Q3 202519$9.07K0.0%
Q4 202519$10.9K$572.89$1.82K−$00.0%
Q1 202670$49.6K$708.46$2.58K$36.1K0.0%