Maxele Advisors, LLC: CAT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Maxele Advisors, LLC on CAT, newest first. How the timeline and the estimate are built.
Maxele Advisors, LLC held 1,039 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-17.
the latest 13F is the newest step
- period ended2026-06-3013F 1,039 sharesChange vs previous 13F -72 shares
0.77% of the 13F portfolio, value $1,106,087.
13F-HR 0002096567-26-000002 filed by Maxele Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,111 sharesChange vs previous 13F -9 shares
0.52% of the 13F portfolio, value $636,212.
13F-HR 0002096567-26-000001 filed by Maxele Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,120 sharesChange vs previous 13F -14 shares
0.46% of the 13F portfolio, value $534,640.
13F-HR 0002096567-25-000001 filed by Maxele Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,134 sharesChange vs previous 13F 0 shares
0.38% of the 13F portfolio, value $440,375.
13F-HR 0002096567-25-000008 filed by Maxele Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,134 sharesChange vs previous 13F +50 shares
0.36% of the 13F portfolio, value $374,076.
13F-HR 0002096567-25-000007 filed by Maxele Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,084 sharesChange vs previous 13F not available
0.38% of the 13F portfolio, value $393,278.
13F-HR 0002096567-25-000006 filed by Maxele Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).