Position
PRIVATE CLIENT SERVICES, 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 $64.7K$572.32 → $707.97
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 477 | $273K | — | — | — | 0.1% |
| Q1 2026 | 477 | $337.7K | $707.97 | $64.7K | $0 | 0.1% |