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West Branch Capital’s Caterpillar CAT Stock Holding History

West Branch Capital’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.9M Buy
4,606
+130
+3% +$114K 1.14% 26
2026
Q1 		$3.17M Buy
4,476
+2,691
+151% +$1.86M 0.85% 29
2025
Q4 		$1.02M Buy
1,785
+1,364
+324% +$758K 0.26% 46
2025
Q3 		$201K Hold
421
– – 0.05% 91
2025
Q2 		$163K Buy
421
+16
+4% +$5.33K 0.05% 93
2025
Q1 		$134K Sell
405
-76
-16% -$27.1K 0.04% 100
2024
Q4 		$174K Hold
481
– – 0.06% 89
2024
Q3 		$188K Buy
481
+31
+7% +$10.7K 0.07% 88
2024
Q2 		$150K Hold
450
– – 0.06% 96
2024
Q1 		$165K Sell
450
-42
-9% -$13.4K 0.07% 92
2023
Q4 		$145K Buy
492
+32
+7% +$8.3K 0.07% 91
2023
Q3 		$126K Sell
460
-150
-25% -$40.7K 0.07% 99
2023
Q2 		$150K Sell
610
-60
-9% -$13.4K 0.07% 90
2023
Q1 		$153K Sell
670
-75
-10% -$18.1K 0.09% 89
2022
Q4 		$178K Buy
745
+150
+25% +$32.7K 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% -$185K 0.06% 117
2021
Q1 		$323K Sell
1,395
-30
-2% -$6.21K 0.19% 65
2020
Q4 		$259K Buy
+1,425
New +$242K 0.15% 75

Other funds holding CAT

SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

West Branch Capital's CAT Position: Q2 2026 in Review

West Branch Capital increased its Caterpillar (CAT) stake by 2.9% in Q2 2026, buying an estimated $114K and bringing the position to 4,606 shares worth $4.9M. The position accounts for 1.14% of the portfolio, ranked #26.

West Branch Capital first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. 1,072 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • West Branch Capital held 4,606 shares of Caterpillar worth $4.9M as of Q2 2026.
  • West Branch Capital bought 130 Caterpillar shares in Q2 2026, an estimated $114K.
  • Caterpillar made up 1.14% of West Branch Capital's portfolio in Q2 2026, its #26 holding.
  • West Branch Capital first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
  • 1,072 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.