Intergy Private Wealth, LLC

SEC CIK: 0001911342
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

CAT holding history

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

CAT overview All 13F holders of CAT Full Q2 2026 holdings

Shares (Q2 2026): 333
Value: $354.6K
% of portfolio: 0.1%
Quarters held: 3; Since Q4 2025

Holdings of CAT by Intergy Private Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	333	$354.6K	0.1%	+8+2.5%	Added	Holders
Q1 2026	325	$230.3K	0.1%	−454−58.3%	Reduced	Holders
Q4 2025	779	$446.3K	0.1%	+779	New	Holders