13F

Position

Sunpointe, LLC in Caterpillar Inc

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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 $209.2K$572.87$708.46

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20251.54K$883.9K0.3%
Q1 20261.91K$1.36M$708.46$209.2K$262.8K0.4%