Integrity Wealth Solutions »

Caterpillar shares owned by Integrity Wealth Solutions

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Integrity Wealth Solutions from 13F filings

Historical chart of Integrity Wealth Solutions investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Integrity Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Integrity Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $243k 621 390.94

More positions owned by Integrity Wealth Solutions

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Pgim Etf Tr Total Return Bon (PTRB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
World Gold Tr Spdr Gld Minis (GLDM)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
American Centy Etf Tr Us Eqt Etf (AVUS)

View all positions for Integrity Wealth Solutions

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
BlackRock
State Farm Mutual Automobile Insurance Company
Capital World Investors
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Morgan Stanley
Northern Trust
Bank of America Corporation
Goldman Sachs Group
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar