West Branch Capital’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $163K | Buy |
421
+16
| +4% | +$6.21K | 0.05% | 93 |
|
|
2025
Q1 | $134K | Sell |
405
-76
| -16% | -$25.1K | 0.04% | 100 |
|
|
2024
Q4 | $174K | Hold |
481
| – | – | 0.06% | 89 |
|
|
2024
Q3 | $188K | Buy |
481
+31
| +7% | +$12.1K | 0.07% | 88 |
|
|
2024
Q2 | $150K | Hold |
450
| – | – | 0.06% | 96 |
|
|
2024
Q1 | $165K | Sell |
450
-42
| -9% | -$15.4K | 0.07% | 92 |
|
|
2023
Q4 | $145K | Buy |
492
+32
| +7% | +$9.46K | 0.07% | 91 |
|
|
2023
Q3 | $126K | Sell |
460
-150
| -25% | -$41K | 0.07% | 99 |
|
|
2023
Q2 | $150K | Sell |
610
-60
| -9% | -$14.8K | 0.07% | 90 |
|
|
2023
Q1 | $153K | Sell |
670
-75
| -10% | -$17.2K | 0.09% | 89 |
|
|
2022
Q4 | $178K | Buy |
745
+150
| +25% | +$35.9K | 0.11% | 79 |
|
|
2022
Q3 | $98K | Hold |
595
| – | – | 0.06% | 119 |
|
|
2022
Q2 | $106K | Hold |
595
| – | – | 0.06% | 116 |
|
|
2022
Q1 | $133K | Hold |
595
| – | – | 0.06% | 108 |
|
|
2021
Q4 | $123K | Hold |
595
| – | – | 0.05% | 126 |
|
|
2021
Q3 | $114K | Hold |
595
| – | – | 0.05% | 123 |
|
|
2021
Q2 | $129K | Sell |
595
-800
| -57% | -$173K | 0.06% | 117 |
|
|
2021
Q1 | $323K | Sell |
1,395
-30
| -2% | -$6.95K | 0.19% | 65 |
|
|
2020
Q4 | $259K | Buy |
+1,425
| New | +$259K | 0.15% | 75 |
|