Caterpillar shares owned by Integris Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Integris Wealth Management
from 13F filings
Historical chart of Integris Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Integris Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 25k | 477.15 |
| 2025-06-30 | $9.8M | 25k | 388.21 |
| 2025-03-31 | $8.4M | 25k | 329.80 |
| 2024-12-31 | $9.2M | 25k | 362.76 |
| 2024-09-30 | $10M | 26k | 391.12 |
| 2024-06-30 | $8.8M | 26k | 333.10 |
| 2024-03-31 | $9.6M | 26k | 366.43 |
| 2023-12-31 | $7.8M | 27k | 295.67 |
| 2023-09-30 | $7.6M | 28k | 273.00 |
| 2023-06-30 | $6.8M | 28k | 246.05 |
| 2023-03-31 | $6.4M | 28k | 228.84 |
| 2022-12-31 | $6.7M | 28k | 239.56 |
More positions owned by Integris Wealth Management
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