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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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All positions including Caterpillar held by AllSquare Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by AllSquare Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $149k 448 333.10
2024-03-31 $164k 448 366.43
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

Vanguard Total Stk Mkt Etf (VTI)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total International Bond Etf Etf (BNDX)
Rydex Etf Trust S&p Smallcap 600 Pure Va Etf (RZV)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Aam Low Duration Preferred And Income Securities Etf Etf (PFLD)
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)
Apple Stock (AAPL)
Microsoft Stock (MSFT)
Schwab International Equity Etf Etf (SCHF)
Schwab Emerging Market Eq Etf Etf (SCHE)
Google Stock (GOOGL)
Vanguard Total World Stock Etf Etf (VT)
Jpmorgan Ultra-short Income Etf Etf (JPST)

View all positions for AllSquare Wealth Management

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
BlackRock
State Farm Mutual Automobile Insurance Company
Capital World Investors
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Morgan Stanley
Northern Trust
Bank of America Corporation
Goldman Sachs Group
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar