Back to CAT
Integris Wealth Management, LLC → CAT
Integris Wealth Management, LLC CAT Position History
Caterpillar Inc. • Industrials
Quarters held
5
Latest value
$19.6M
Q3 2026
Peak value
$25.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $12M |
| Q4 2025 | $13.9M |
| Q1 2026 | $17.2M |
| Q2 2026 | $25.8M |
| Q3 2026 | $19.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $19.6M | 24.2K | — | — |
| Q2 2026 | $25.8M | 24.2K | — | — |
| Q1 2026 | $17.2M | 24.2K | — | — |
| Q4 2025 | $13.9M | 24.3K | — | — |
| Q3 2025 | $12M | 25.2K | — | — |
Other funds holding CAT
$36.6B
$36.6B
$24.7B
$20.3B
$19.8B
$16.7B