IWS
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Integrity Wealth Solutions’s Caterpillar CAT Stock Holding History

Integrity Wealth Solutions’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$241K Hold
621
– – 0.12% 100
2025
Q1 		$205K Hold
621
– – 0.11% 99
2024
Q4 		$225K Hold
621
– – 0.13% 93
2024
Q3 		$243K Buy
+621
New +$243K 0.14% 81