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Livermore
Livermore
ZHEN

Integrated Wealth Concepts LLC

SEC CIK
0001737109
Latest filing
Sep 8, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Integrated Wealth Concepts LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overviewAll 13F holders of CATFull Q2 2026 holdings

Shares (Q2 2026)
36,447
Value
$38.8M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of CAT by Integrated Wealth Concepts LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202636,447$38.8M0.3%+12,124+49.8%AddedHolders
Q1 202624,323$17.2M0.1%+11,327+87.2%AddedHolders
Q4 202512,996$7.44M0.1%−8,009−38.1%ReducedHolders
Q3 202521,005$10.0M0.1%+2,223+11.8%AddedHolders
Q2 202518,782$7.29M0.1%−1,282−6.4%ReducedHolders
Q1 202520,064$6.62M0.1%+1,840+10.1%AddedHolders
Q4 202418,224$6.61M0.1%+2,784+18.0%AddedHolders
Q3 202415,440$6.04M0.1%+14+0.1%AddedHolders
Q2 202415,426$5.14M0.1%−1,052−6.4%ReducedHolders
Q1 202416,478$6.04M0.1%+1,756+11.9%AddedHolders
Q4 202314,722$4.35M0.1%−1,665−10.2%ReducedHolders
Q3 202316,387$4.47M0.1%+595+3.8%AddedHolders
Q2 202315,792$3.89M0.1%+4,017+34.1%AddedHolders
Q1 202311,775$2.69M0.1%+4,942+72.3%AddedHolders
Q4 20226,833$1.64M<0.1%+76+1.1%AddedHolders
Q3 20226,757$1.11M<0.1%−561−7.7%ReducedHolders
Q2 20227,318$1.31M<0.1%−473−6.1%ReducedHolders
Q1 20227,791$1.74M0.1%−56−0.7%ReducedHolders
Q4 20217,847$1.62M<0.1%+840+12.0%AddedHolders
Q3 20217,007$1.34M<0.1%+576+9.0%AddedHolders
Q2 20216,431$1.40M<0.1%+964+17.6%AddedHolders
Q1 20215,467$1.27M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.