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 Q3	$19.6M	Sell	24,218 -18	-0.1%	-$15.3K	3.77%	8
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	$9.8M	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	$9.6M	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

Other funds holding CAT

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

Integris Wealth Management's CAT Position: Q3 2026 in Review

Integris Wealth Management reduced its Caterpillar (CAT) stake by 0.07% in Q3 2026, selling an estimated $15.3K and leaving 24,218 shares worth $19.6M. The position accounts for 3.77% of the portfolio, ranked #8.

Integris Wealth Management first reported a position in CAT in Q4 2022 and has held it in 16 quarters since. The position peaked at $25.8M in Q2 2026. 821 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Integris Wealth Management held 24,218 shares of Caterpillar worth $19.6M as of Q3 2026.
Integris Wealth Management sold 18 Caterpillar shares in Q3 2026, an estimated $15.3K.
Caterpillar made up 3.77% of Integris Wealth Management's portfolio in Q3 2026, its #8 holding.
Integris Wealth Management first reported a position in Caterpillar in Q4 2022 and has held it in 16 quarters since.
Integris Wealth Management's Caterpillar position peaked at $25.8M in Q2 2026.
821 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Integris Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.