13F

Position

Sharp Wealth Advisory, 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.

QuarterSharesValueImplied pxEst. markFlowWeight
Q1 2026470$333.3K0.2%
Sharp Wealth Advisory, LLC in CATERPILLAR INC · 13F