Position
Simplicity Wealth,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 $517.1K$572.92 → $708.46
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 3.81K | $2.19M | — | — | — | 0.1% |
| Q1 2026 | 4.08K | $2.89M | $708.46 | $517.1K | $184.9K | 0.2% |