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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

  1. period ended2026-06-30
    13F 1,039 shares
    Change 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), ingested

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

  2. period ended2025-12-31
    13F 1,111 shares
    Change 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), ingested

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

  3. period ended2025-09-30
    13F 1,120 shares
    Change 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), ingested

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

  4. period ended2025-06-30
    13F 1,134 shares
    Change 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), ingested

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

  5. period ended2025-03-31
    13F 1,134 shares
    Change 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), ingested

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

  6. period ended2024-12-31
    13F 1,084 shares
    Change 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), ingested

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