SEC 13F Intelligence

Alexis Investment Partners, LLC / CAT

Alexis Investment Partners, LLC’s Caterpillar Inc Position

Does Alexis Investment Partners, LLC own Caterpillar Inc (CAT)? Yes — 2.9K shares worth $2M (+1.31% of its 13F portfolio) as of Q1 2026, down from 3.7K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
2.9K
% of Portfolio
+1.31%
Quarters Held
6
currently held

Position History CAT

Reported value by quarter
Q4 ’24: $1MQ4 ’24Q1 ’25: $959,728Q1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.9K$2M+1.31%
Q4 20253.7K$2M+0.80%
Q3 20253.6K$2M+0.15%
Q2 20253.1K$1M+0.52%
Q1 20252.9K$959,728+0.46%
Q4 20243.4K$1M+0.60%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Alexis Investment Partners, LLC’s full portfolio or all institutional holders of CAT.