Skip to content
Disclosery

Alpha Cubed Investments, LLC: CAT position timeline

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

Alpha Cubed Investments, LLC held 125,238 CAT shares at 2025-12-31 per its 13F-HR filed 2026-02-03.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 125,238 shares
    Change vs previous 13F -35,526 shares

    2.46% of the 13F portfolio, value $71,745,234.

    13F-HR 0001580830-26-000002 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 160,764 shares
    Change vs previous 13F -2,447 shares

    2.67% of the 13F portfolio, value $76,708,748.

    13F-HR 0001580830-25-000008 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 163,211 shares
    Change vs previous 13F +24,007 shares

    2.4% of the 13F portfolio, value $63,360,155.

    13F-HR 0001580830-25-000005 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 139,204 shares
    Change vs previous 13F +14,063 shares

    2.05% of the 13F portfolio, value $45,909,377.

    13F-HR 0001580830-25-000004 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 125,141 shares
    Change vs previous 13F +8,575 shares

    2.08% of the 13F portfolio, value $45,396,050.

    13F-HR 0001085146-25-000304 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 116,566 shares
    Change vs previous 13F +6,212 shares

    2.03% of the 13F portfolio, value $45,591,398.

    13F-HR 0001085146-24-004668 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 110,354 shares
    Change vs previous 13F -3,102 shares

    1.75% of the 13F portfolio, value $36,758,782.

    13F-HR 0001085146-24-002979 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 113,456 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $41,573,569.

    13F-HR 0001085146-24-001952 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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