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Disclosery

Alexis Investment Partners, LLC: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alexis Investment Partners, LLC on CAT, newest first. How the timeline and the estimate are built.

Alexis Investment Partners, LLC held 1,920 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,920 shares
    Change vs previous 13F -930 shares

    1.16% of the 13F portfolio, value $1,983,725.

    13F-HR 0002054271-26-000003 filed by Alexis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,850 shares
    Change vs previous 13F -888 shares

    1.31% of the 13F portfolio, value $1,902,176.

    13F-HR 0002054271-26-000002 filed by Alexis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,738 shares
    Change vs previous 13F +112 shares

    0.8% of the 13F portfolio, value $2,155,748.

    13F-HR 0002054271-26-000001 filed by Alexis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,626 shares
    Change vs previous 13F +508 shares

    0.69% of the 13F portfolio, value $1,713,166.

    13F-HR 0002054271-25-000005 filed by Alexis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,118 shares
    Change vs previous 13F +207 shares

    0.52% of the 13F portfolio, value $1,201,524.

    13F-HR 0002054271-25-000004 filed by Alexis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,911 shares
    Change vs previous 13F -459 shares

    0.46% of the 13F portfolio, value $959,728.

    13F-HR 0002054271-25-000002 filed by Alexis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,370 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,223,193.

    13F-HR 0002054271-25-000001 filed by Alexis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).