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Caterpillar shares owned by Integer Wealth Advisors Group

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Integer Wealth Advisors Group from 13F filings

Historical chart of Integer Wealth Advisors Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Integer Wealth Advisors Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Integer Wealth Advisors Group

Quarter filed Position value Share count Share price at filing
2021-03-31 $297k 1.3k 230.59
2020-12-31 $250k 1.3k 194.25

More positions owned by Integer Wealth Advisors Group

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr U.s. Real Es Etf (IYR)
Ishares Tr Core S&p Scp Etf (IJR)
Select Sector Spdr Tr Technology (XLK)

View all positions for Integer Wealth Advisors Group

Top funds holding Caterpillar

BlackRock
State Farm Mutual Automobile Insurance Company
Capital World Investors
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
Susquehanna International
Bank of New York Mellon
Charles Schwab Investment Management
Dimensional Fund Advisors
Invesco
Jpmorgan Chase & Co
Citigroup

View all funds holding Caterpillar