A detailed history of Integris Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Integris Wealth Management, LLC holds 26,098 shares of CAT stock, worth $10 Million. This represents 2.85% of its overall portfolio holdings.

Number of Shares
26,098
Previous 26,275 0.67%
Holding current value
$10 Million
Previous $8.75 Billion 16.63%
% of portfolio
2.85%
Previous 2.53%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$316.8 - $391.12 $56,073 - $69,228
-177 Reduced 0.67%
26,098 $10.2 Billion
Q2 2024

Jul 19, 2024

SELL
$321.47 - $379.3 $13,180 - $15,551
-41 Reduced 0.16%
26,275 $8.75 Billion
Q1 2024

May 03, 2024

SELL
$278.63 - $366.43 $50,710 - $66,690
-182 Reduced 0.69%
26,316 $9.64 Billion
Q4 2023

Feb 09, 2024

SELL
$226.05 - $298.12 $316,696 - $417,666
-1,401 Reduced 5.02%
26,498 $7.83 Billion
Q3 2023

Nov 08, 2023

BUY
$240.58 - $288.65 $21,892 - $26,267
91 Added 0.33%
27,899 $7.62 Billion
Q4 2022

Feb 07, 2023

BUY
$171.23 - $243.14 $4.76 Million - $6.76 Million
27,808 New
27,808 $6.66 Billion

Others Institutions Holding CAT

About CATERPILLAR INC


  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $203B
  • Description
  • Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, and industrial gas turbines worldwide. Its Construction Industries segment offers asphalt pavers, backhoe loaders, compactors, cold planers, compact track and multi-terrain loaders, excavators, motorgraders, pipelayers, road reclaimers, sit...
More about CAT
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