Caterpillar shares owned by AllSquare Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by AllSquare Wealth Management
from 13F filings
Historical chart of AllSquare Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by AllSquare Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $133k | 448 | 295.67 |
| 2023-09-30 | $122k | 448 | 273.00 |
| 2023-06-30 | $94k | 448 | 209.90 |
| 2023-03-31 | $103k | 448 | 228.84 |
| 2022-12-31 | $107k | 448 | 239.56 |
| 2022-09-30 | $74k | 448 | 165.18 |
| 2022-06-30 | $80k | 448 | 178.57 |
| 2022-03-31 | $100k | 448 | 223.21 |
| 2021-12-31 | $93k | 448 | 207.59 |
| 2021-09-30 | $86k | 448 | 191.96 |
| 2021-06-30 | $97k | 448 | 216.52 |
| 2021-03-31 | $104k | 448 | 232.14 |
| 2020-12-31 | $82k | 448 | 183.04 |
| 2020-09-30 | $67k | 448 | 149.55 |
| 2020-06-30 | $57k | 448 | 127.23 |
| 2020-03-31 | $52k | 448 | 116.07 |
| 2019-12-31 | $66k | 448 | 147.32 |
| 2019-09-30 | $57k | 448 | 127.23 |
| 2019-06-30 | $61k | 448 | 136.16 |
| 2019-03-31 | $61k | 448 | 136.16 |
| 2018-12-31 | $57k | 448 | 127.23 |
| 2018-09-30 | $68k | 448 | 151.79 |
| 2018-06-30 | $61k | 448 | 136.16 |
| 2018-03-31 | $98k | 663 | 147.81 |
| 2017-12-31 | $104k | 663 | 156.86 |
| 2017-09-30 | $83k | 663 | 125.19 |
| 2017-03-31 | $73k | 785 | 92.99 |
| 2016-12-31 | $73k | 785 | 92.99 |
| 2016-09-30 | $70k | 785 | 89.17 |
| 2016-06-30 | $60k | 785 | 76.43 |
| 2016-03-31 | $60k | 785 | 76.43 |
| 2015-12-31 | $53k | 785 | 67.52 |
| 2015-09-30 | $51k | 785 | 64.97 |
| 2015-06-30 | $67k | 785 | 85.35 |
| 2015-03-31 | $63k | 785 | 80.25 |
| 2014-12-31 | $72k | 785 | 91.72 |
More positions owned by AllSquare Wealth Management
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