IWM
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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

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Integris Wealth Management's CAT Position: Q2 2026 in Review

Integris Wealth Management held its Caterpillar (CAT) position steady in Q2 2026 at 24,236 shares worth $25.8M. The position accounts for 5.21% of the portfolio, ranked #6.

Integris Wealth Management first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Integris Wealth Management held 24,236 shares of Caterpillar worth $25.8M as of Q2 2026.
  • Integris Wealth Management left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 5.21% of Integris Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Integris Wealth Management first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Integris Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.