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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Integrys Wealth Advisors

Quarter filed Position value Share count Share price at filing
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

More positions owned by Integrys Wealth Advisors

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Abbvie (ABBV)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr S&p Mc 400gr Etf (IJK)
Abbott Laboratories (ABT)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Apple (AAPL)

View all positions for Integrys Wealth Advisors

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
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
FMR
Ubs Global Asset Management Americas
Legal & General Group
Susquehanna International
Goldman Sachs Group

View all funds holding Caterpillar