IWM
CAT icon

Integris Wealth Management’s Caterpillar CAT Stock Holding History

Integris Wealth Management’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.8M Hold
24,236
– – 5.21% 6
2026
Q1 		$17.2M Sell
24,236
-108
-0.4% -$74.8K 3.95% 8
2025
Q4 		$13.9M Sell
24,344
-894
-4% -$497K 3.17% 11
2025
Q3 		$12M Sell
25,238
-66
-0.3% -$28.2K 2.93% 11
2025
Q2 		$9.82M Sell
25,304
-24
-0.1% -$8K 2.56% 11
2025
Q1 		$8.35M Hold
25,328
– – 2.38% 13
2024
Q4 		$9.19M Sell
25,328
-770
-3% -$299K 2.59% 12
2024
Q3 		$10.2M Sell
26,098
-177
-0.7% -$61.1K 2.85% 11
2024
Q2 		$8.75M Sell
26,275
-41
-0.2% -$14.2K 2.53% 12
2024
Q1 		$9.64M Sell
26,316
-182
-0.7% -$58.2K 2.67% 12
2023
Q4 		$7.83M Sell
26,498
-1,401
-5% -$363K 2.32% 13
2023
Q3 		$7.62M Buy
27,899
+91
+0.3% +$24.7K 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 +$6.05M 2.6% 10

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CNB
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QCM
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PFS
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ORIO
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CTB
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UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return