Caterpillar shares owned by Integrys Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Integrys Wealth Advisors
from 13F filings
Historical chart of Integrys Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Integrys Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $247k | 631 | 391.16 |
| 2025-06-30 | $351k | 904 | 388.29 |
| 2025-03-31 | $314k | 952 | 329.72 |
| 2024-12-31 | $229k | 631 | 363.23 |
| 2024-09-30 | $247k | 631 | 391.16 |
| 2024-06-30 | $210k | 631 | 332.94 |
| 2024-03-31 | $205k | 560 | 366.67 |