Caterpillar shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 21k | 477.14 |
| 2025-06-30 | $7.3M | 19k | 388.21 |
| 2025-03-31 | $6.6M | 20k | 329.80 |
| 2024-12-31 | $6.6M | 18k | 362.76 |
| 2024-09-30 | $6.0M | 15k | 391.12 |
| 2024-06-30 | $5.1M | 15k | 333.10 |
| 2024-03-31 | $6.0M | 17k | 366.43 |
| 2023-09-30 | $4.5M | 16k | 273.01 |
| 2023-06-30 | $3.9M | 16k | 246.05 |
| 2023-03-31 | $2.7M | 12k | 228.87 |
| 2022-12-31 | $1.6M | 6.8k | 239.57 |
| 2022-09-30 | $1.1M | 6.8k | 164.13 |
| 2022-06-30 | $1.3M | 7.3k | 178.74 |
| 2022-03-31 | $1.7M | 7.8k | 222.82 |
| 2021-12-31 | $1.6M | 7.8k | 206.70 |
| 2021-09-30 | $1.3M | 7.0k | 191.95 |
| 2021-06-30 | $1.4M | 6.4k | 217.70 |
| 2021-03-31 | $1.3M | 5.5k | 231.94 |
| 2020-12-31 | $1.0M | 5.6k | 182.03 |
| 2020-09-30 | $824k | 5.5k | 149.11 |
| 2020-06-30 | $552k | 4.4k | 126.40 |
| 2020-03-31 | $618k | 5.3k | 116.08 |
| 2019-12-31 | $671k | 4.5k | 147.57 |
| 2019-09-30 | $300k | 2.4k | 126.21 |
| 2019-06-30 | $269k | 2.1k | 129.89 |
| 2019-03-31 | $271k | 2.0k | 135.43 |
More positions owned by Integrated Wealth Concepts
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