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Caterpillar shares owned by Integral Investment Advisors

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Integral Investment Advisors from 13F filings

Historical chart of Integral Investment Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Integral Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Integral Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $252k 529 477.15
2024-12-31 $216k 595 362.76
2024-09-30 $262k 669 391.18
2024-06-30 $223k 680 327.51
2024-03-31 $247k 676 364.70

More positions owned by Integral Investment Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Growth Etf (VUG)
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)
Spdr Series Trust Portfolio Intrmd (SPIB)
Vanguard Index Fds Small Cp Etf (VB)
Apple (AAPL)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Integral Investment Advisors

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar