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Maxele Advisors, LLC

SEC CIK
0002096567
Latest filing
Aug 14, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Maxele Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overviewAll 13F holders of CATFull Q2 2026 holdings

Shares (Q2 2026)
1,039
Value
$1.11M
% of portfolio
0.8%
Quarters held
9
Since Q4 2021
Holdings of CAT by Maxele Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,039$1.11M0.8%–No prior filingHolders
Q1 2026––––Not filedHolders
Q4 20251,111$636.2K0.5%−9−0.8%ReducedHolders
Q3 20251,120$534.6K0.5%−14−1.2%ReducedHolders
Q2 20251,134$440.4K0.4%00.0%UnchangedHolders
Q1 20251,134$374.1K0.4%+50+4.6%AddedHolders
Q4 20241,084$393.3K0.4%–No prior filingHolders
Q3 20220$00.0%−1,122−100.0%Sold outHolders
Q2 20221,122$200.6K0.3%−63−5.3%ReducedHolders
Q1 20221,185$264.0K0.3%−25−2.1%ReducedHolders
Q4 20211,210$250.2K0.3%–No prior filingHolders