Caterpillar shares owned by West Branch Capital
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by West Branch Capital
from 13F filings
Historical chart of West Branch Capital investment in Caterpillar
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Quarterly reported holdings in Caterpillar by West Branch Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $175k | 481 | 362.76 |
| 2024-09-30 | $188k | 481 | 391.34 |
| 2024-06-30 | $150k | 450 | 333.10 |
| 2024-03-31 | $165k | 450 | 366.43 |
| 2023-12-31 | $146k | 492 | 295.67 |
| 2023-09-30 | $126k | 460 | 273.00 |
| 2023-06-30 | $150k | 610 | 246.05 |
| 2023-03-31 | $153k | 670 | 228.84 |
| 2022-12-31 | $179k | 745 | 239.56 |
| 2022-09-30 | $98k | 595 | 164.71 |
| 2022-06-30 | $106k | 595 | 178.15 |
| 2022-03-31 | $133k | 595 | 223.53 |
| 2021-12-31 | $123k | 595 | 206.72 |
| 2021-09-30 | $114k | 595 | 191.60 |
| 2021-06-30 | $129k | 595 | 216.81 |
| 2021-03-31 | $323k | 1.4k | 231.54 |
| 2020-12-31 | $259k | 1.4k | 181.75 |