Position
SIMON QUICK ADVISORS, 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 $581.3K$572.88 → $708.53
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 5.43K | $3.11M | — | — | — | 0.1% |
| Q1 2026 | 4.29K | $3.04M | $708.53 | $581.3K | −$658.2K | 0.1% |