CAT — CATERPILLAR INC

Ownership history in Integris Wealth Management, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Integris Wealth Management, LLC reported a position in CATERPILLAR INC (CAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.17% (2025 Q4)
Avg. % of fund
2.6%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 24,344 -894 -3.5% 3.17% $13.9M $571.53
2025 Q3 REDUCED 25,238 -66 -0.3% 2.93% $12.0M $474.67
2025 Q2 REDUCED 25,304 -24 -0.1% 2.56% $9.8M $384.78
2025 Q1 UNCHANGED 25,328 — 0% 2.38% $8.4M $325.32
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CAT price (monthly, adj. close)

Other funds also holding CAT

As of 2025 Q4 — sorted by position size

DRH Investments, Inc. 3Y 15.91% BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 3Y 7Y 10.05% Albar Capital Partners LLP 7.05% Westchester Capital Management, Inc. 3Y 7Y 7.0% Atwater Malick LLC 3Y 7Y 6.27% Boit C F David 3Y 5.02% Capital Wealth Planning, LLC 3Y 7Y 4.94% Gouws Capital LLC 3Y 4.93% Aull & Monroe Investment Management Corp 3Y 7Y 4.92% Independent Wealth Network Inc. 3Y 4.57%
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