13F

Position

Linscomb Wealth, 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 $208K$572.87$708.58

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20251.53K$878.2K0.0%
Q1 20262.63K$1.86M$708.58$208K$775.2K0.1%