West Branch Capital’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.17M | Buy |
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|
2025
Q4 | $1.02M | Buy |
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|
2025
Q3 | $201K | Hold |
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|
2025
Q2 | $163K | Buy |
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|
2025
Q1 | $134K | Sell |
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|
2024
Q4 | $174K | Hold |
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|
2024
Q3 | $188K | Buy |
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|
2024
Q2 | $150K | Hold |
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|
2024
Q1 | $165K | Sell |
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|
2023
Q4 | $145K | Buy |
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|
2023
Q3 | $126K | Sell |
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|
2023
Q2 | $150K | Sell |
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|
2023
Q1 | $153K | Sell |
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|
2022
Q4 | $178K | Buy |
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|
2022
Q3 | $98K | Hold |
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|
2022
Q2 | $106K | Hold |
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|
2022
Q1 | $133K | Hold |
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|
2021
Q4 | $123K | Hold |
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|
2021
Q3 | $114K | Hold |
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|
2021
Q2 | $129K | Sell |
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|
2021
Q1 | $323K | Sell |
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|
2020
Q4 | $259K | Buy |
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