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Disclosery

Integrated Wealth Concepts LLC: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Integrated Wealth Concepts LLC on CAT, newest first. How the timeline and the estimate are built.

Integrated Wealth Concepts LLC held 36,447 CAT shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 36,447 shares
    Change vs previous 13F +12,124 shares

    0.25% of the 13F portfolio, value $38,812,663.

    13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 24,323 shares
    Change vs previous 13F +11,327 shares

    0.14% of the 13F portfolio, value $17,231,881.

    13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,996 shares
    Change vs previous 13F -8,009 shares

    0.09% of the 13F portfolio, value $7,444,997.

    13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 21,005 shares
    Change vs previous 13F +2,223 shares

    0.09% of the 13F portfolio, value $10,022,371.

    13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 18,782 shares
    Change vs previous 13F -1,282 shares

    0.07% of the 13F portfolio, value $7,291,311.

    13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 20,064 shares
    Change vs previous 13F +1,840 shares

    0.08% of the 13F portfolio, value $6,617,019.

    13F-HR 0001737109-25-000004 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 18,224 shares
    Change vs previous 13F +2,784 shares

    0.08% of the 13F portfolio, value $6,610,910.

    13F-HR 0001737109-25-000002 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 15,440 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,038,868.

    13F-HR 0001737109-24-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).