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
Download as csv Download as ExcelQuarterly reported holdings in Caterpillar by Integrys Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $205k | 560 | 366.67 |