Integris Wealth Management, LLC

Position in CAT — Caterpillar Inc

CIK 1750852 Monterey, CA

Position in CAT

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$25,808,916

+$8,638,680 QoQ

Shares Held

24,236

0.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

31.74%

of 13F equity value

Holder Rank

#492

of 4,031 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Integris Wealth Management, LLC holds $26,085,792 across 2 Farm & Heavy Construction Machinery names. CAT ranks #1 (98.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CAT	Caterpillar Inc This page	24,236	$25,808,916
2	PCAR	Paccar Inc	2,305	$276,876

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,808,916	24,236	0.0%	Shares	Sole	2026-07-13
2026-03-31	$17,170,236	24,236	-0.4%	Shares	Sole	2026-04-13
2025-12-31	$13,945,947	24,344	-3.5%	Shares	Sole	2026-01-21
2025-09-30	$12,042,311	25,238	-0.3%	Shares	Sole	2025-10-15
2025-06-30	$9,823,265	25,304	-0.1%	Shares	Sole	2025-07-23
2025-03-31	$8,353,174	25,328	0.0%	Shares	Sole	2025-04-23
2024-12-31	$9,187,985	25,328	-3.0%	Shares	Sole	2025-01-23
2024-09-30	$10,207,449	26,098	-0.7%	Shares	Sole	2024-10-18
2024-06-30	$8,752,202	26,275	-0.2%	Shares	Sole	2024-07-19
2024-03-31	$9,642,971	26,316	-0.7%	Shares	Sole	2024-05-03
2023-12-31	$7,834,663	26,498	-5.0%	Shares	Sole	2024-02-09
2023-09-30	$7,616,427	27,899	+0.3%	Shares	Sole	2023-11-08
2023-06-30	$6,842,158	27,808	0.0%	Shares	Sole	2023-07-13
2023-03-31	$6,363,582	27,808	0.0%	Shares	Sole	2023-05-15
2022-12-31	$6,661,684	27,808	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.