AllSquare Wealth Management’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$174K	Hold	448	–	–	0.1%	117
2025 Q1	$148K	Hold	448	–	–	0.09%	124
2024 Q4	$163K	Hold	448	–	–	0.09%	118
2024 Q3	$175K	Hold	448	–	–	0.1%	116
2024 Q2	$149K	Hold	448	–	–	0.09%	123
2024 Q1	$164K	Hold	448	–	–	0.1%	117
2023 Q4	$132K	Hold	448	–	–	0.08%	127
2023 Q3	$122K	Hold	448	–	–	0.08%	124
2023 Q2	$94K	Hold	448	–	–	0.06%	143
2023 Q1	$103K	Hold	448	–	–	0.07%	138
2022 Q4	$107K	Hold	448	–	–	0.07%	128
2022 Q3	$74K	Hold	448	–	–	0.05%	150
2022 Q2	$80K	Hold	448	–	–	0.05%	152
2022 Q1	$100K	Hold	448	–	–	0.06%	147
2021 Q4	$93K	Hold	448	–	–	0.05%	162
2021 Q3	$86K	Hold	448	–	–	0.05%	166
2021 Q2	$97K	Hold	448	–	–	0.06%	162
2021 Q1	$104K	Hold	448	–	–	0.06%	143
2020 Q4	$82K	Hold	448	–	–	0.05%	156
2020 Q3	$67K	Hold	448	–	–	0.05%	159
2020 Q2	$57K	Hold	448	–	–	0.04%	168
2020 Q1	$52K	Hold	448	–	–	0.05%	158
2019 Q4	$66K	Hold	448	–	–	0.05%	159
2019 Q3	$57K	Hold	448	–	–	0.04%	168
2019 Q2	$61K	Hold	448	–	–	0.05%	166
2019 Q1	$61K	Hold	448	–	–	0.05%	165
2018 Q4	$57K	Hold	448	–	–	0.05%	153
2018 Q3	$68K	Hold	448	–	–	0.05%	147
2018 Q2	$61K	Sell	448 -215	-32%	-$29.3K	0.05%	158
2018 Q1	$98K	Hold	663	–	–	0.08%	105
2017 Q4	$104K	Hold	663	–	–	0.08%	100
2017 Q3	$83K	Buy	+663	New	+$83K	0.07%	110
2017 Q2	–	Sell	-785	Closed	-$73K	–	191
2017 Q1	$73K	Hold	785	–	–	0.06%	108
2016 Q4	$73K	Hold	785	–	–	0.07%	110
2016 Q3	$70K	Hold	785	–	–	0.07%	100
2016 Q2	$60K	Hold	785	–	–	0.06%	105
2016 Q1	$60K	Hold	785	–	–	0.06%	104
2015 Q4	$53K	Hold	785	–	–	0.05%	112
2015 Q3	$51K	Hold	785	–	–	0.05%	113
2015 Q2	$67K	Hold	785	–	–	0.06%	105
2015 Q1	$63K	Hold	785	–	–	0.06%	109
2014 Q4	$72K	Buy	+785	New	+$72K	0.07%	100