Position
Wealth Intelligence, 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 $113.8K$572.87 → $708.46
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 1.23K | $705.8K | — | — | — | 0.4% |
| Q1 2026 | 839 | $594.4K | $708.46 | $113.8K | −$225.1K | 0.3% |