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Elyxium Wealth, LLC: CAT position timeline

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

Elyxium Wealth, LLC held 3,174 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,174 shares
    Change vs previous 13F +521 shares

    0.36% of the 13F portfolio, value $3,380,453.

    13F-HR 0002043538-26-000003 filed by Elyxium Wealth, 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 2,653 shares
    Change vs previous 13F +111 shares

    0.6% of the 13F portfolio, value $1,879,624.

    13F-HR 0002043538-26-000002 filed by Elyxium Wealth, 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 2,542 shares
    Change vs previous 13F +35 shares

    0.42% of the 13F portfolio, value $1,456,561.

    13F-HR 0002043538-26-000001 filed by Elyxium Wealth, 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 2,507 shares
    Change vs previous 13F +25 shares

    0.42% of the 13F portfolio, value $1,196,248.

    13F-HR 0002043538-25-000009 filed by Elyxium Wealth, 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 2,482 shares
    Change vs previous 13F +55 shares

    0.36% of the 13F portfolio, value $963,551.

    13F-HR 0002043538-25-000005 filed by Elyxium Wealth, 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 2,427 shares
    Change vs previous 13F +2,427 shares

    0.35% of the 13F portfolio, value $800,424.

    13F-HR 0002043538-25-000003 filed by Elyxium Wealth, 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 0 shares
    Change vs previous 13F -2,381 shares

    13F-HR 0002043538-25-000002 filed by Elyxium Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 2,381 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $931,257.

    13F-HR 0002043538-24-000001 filed by Elyxium Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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