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Integris Wealth Management LLC Has $13.95 Million Holdings in Caterpillar Inc. $CAT

The firm owned 18,619 shares after buying 6,668 more, and its Caterpillar position was valued at $10.7 million in the latest filing.

Summary by defenseworld.net
Integris Wealth Management LLC lessened its holdings in Caterpillar Inc. (NYSE:CAT – Free Report) by 3.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 24,344 shares of the industrial products company’s stock after selling 894 shares during the quarter. Caterpillar makes up approximately 3.2% of Integris Wealth Management LLC’s holdings, making the stock its 11th biggest h…

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defenseworld.net broke the news in on Monday, April 6, 2026.
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