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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

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Integris Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Integris Wealth Management

Quarter filed Position value Share count Share price at filing
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

Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap V (DISV)
Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Ishares Tr Core Msci Euro (IEUR)
Caterpillar (CAT)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)

View all positions for Integris Wealth Management

Top funds holding Caterpillar

Vanguard Group
State Farm Mutual Automobile Insurance Company
Fisher Investments
Bill & Melinda Gates Foundation Trust
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Goldman Sachs Group
Charles Schwab Investment Management
Amundi
Dimensional Fund Advisors
Royal Bank of Canada
Ubs Global Asset Management Americas

View all funds holding Caterpillar