IWM
Integris Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.82M | Sell |
25,304
-24
| -0.1% | -$9.32K | 2.56% | 11 |
|
|
2025
Q1 | $8.35M | Hold |
25,328
| – | – | 2.38% | 13 |
|
|
2024
Q4 | $9.19M | Sell |
25,328
-770
| -3% | -$279K | 2.59% | 12 |
|
|
2024
Q3 | $10.2M | Sell |
26,098
-177
| -0.7% | -$69.2K | 2.85% | 11 |
|
|
2024
Q2 | $8.75M | Sell |
26,275
-41
| -0.2% | -$13.7K | 2.53% | 12 |
|
|
2024
Q1 | $9.64M | Sell |
26,316
-182
| -0.7% | -$66.7K | 2.67% | 12 |
|
|
2023
Q4 | $7.83M | Sell |
26,498
-1,401
| -5% | -$414K | 2.32% | 13 |
|
|
2023
Q3 | $7.62M | Buy |
27,899
+91
| +0.3% | +$24.8K | 2.5% | 13 |
|
|
2023
Q2 | $6.84M | Hold |
27,808
| – | – | 2.42% | 10 |
|
|
2023
Q1 | $6.36M | Hold |
27,808
| – | – | 2.34% | 10 |
|
|
2022
Q4 | $6.66M | Buy |
+27,808
| New | +$6.66M | 2.6% | 10 |
|