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Livermore
Livermore
ZHEN

Integrity Wealth Solutions LLC

SEC CIK
0002006918
Latest filing
Jul 30, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Integrity Wealth Solutions 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)
1,186
Value
$1.26M
% of portfolio
0.5%
Quarters held
8
Since Q3 2024
Holdings of CAT by Integrity Wealth Solutions LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,186$1.26M0.5%+1+0.1%AddedHolders
Q1 20261,185$839.7K0.3%00.0%UnchangedHolders
Q4 20251,185$678.7K0.3%+564+90.8%AddedHolders
Q3 2025621$296.2K0.1%00.0%UnchangedHolders
Q2 2025621$241.0K0.1%00.0%UnchangedHolders
Q1 2025621$204.7K0.1%00.0%UnchangedHolders
Q4 2024621$225.2K0.1%00.0%UnchangedHolders
Q3 2024621$242.8K0.1%+621NewHolders