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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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All positions including Caterpillar held by West Branch Capital consolidated in one spreadsheet with up to 7 years of data

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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