West Branch Capital LLC Caterpillar Inc Transaction History

West Branch Capital LLC

$363 Million
Q3 2025

A detailed history of West Branch Capital LLC transactions in Caterpillar Inc stock. As of the latest transaction made, West Branch Capital LLC holds 421 shares of CAT stock, worth $232,413. This represents 0.06% of its overall portfolio holdings.

Number of Shares

421

Previous 421 -0.0%

Holding current value

$232,413

Previous $163,000 22.7%

% of portfolio

0.06%

Previous 0.05%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$273.94 - $388.21 $4,383 - $6,211	16 Added 3.95%	421 $163,000
Q1 2025 Apr 16, 2025	SELL	$326.75 - $407.63 $24,833 - $30,979	-76 Reduced 15.8%	405 $133,000
Q3 2024 Oct 18, 2024	BUY	$316.8 - $391.12 $9,820 - $12,124	31 Added 6.89%	481 $188,000
Q1 2024 Apr 23, 2024	SELL	$278.63 - $366.43 $11,702 - $15,390	-42 Reduced 8.54%	450 $164,000
Q4 2023 Jan 19, 2024	BUY	$226.05 - $298.12 $7,233 - $9,539	32 Added 6.96%	492 $145,000

Q3 2023 Oct 20, 2023	SELL	$240.58 - $288.65 $36,087 - $43,297	-150 Reduced 24.59%	460 $125,000
Q2 2023 Aug 04, 2023	SELL	$205.75 - $247.67 $12,345 - $14,860	-60 Reduced 8.96%	610 $150,000
Q1 2023 Apr 20, 2023	SELL	$215.01 - $264.54 $16,125 - $19,840	-75 Reduced 10.07%	670 $153,000
Q4 2022 Jan 27, 2023	BUY	$171.23 - $243.14 $25,684 - $36,471	150 Added 25.21%	745 $0
Q2 2021 Aug 17, 2021	SELL	$208.86 - $244.79 $167,088 - $195,832	-800 Reduced 57.35%	595 $129,000
Q1 2021 May 14, 2021	SELL	$180.63 - $233.63 $5,418 - $7,008	-30 Reduced 2.11%	1,395 $323,000
Q4 2020 Feb 08, 2021	BUY	$146.71 - $182.21 $209,061 - $259,649	1,425 New	1,425 $259,000

Others Institutions Holding CAT

# of Institutions

3,634

Shares Held

337M

Call Options Held

7.41M

Put Options Held

7.35M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $291B
Description
Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, and industrial gas turbines worldwide. Its Construction Industries segment offers asphalt pavers, backhoe loaders, compactors, cold planers, compact track and multi-terrain loaders, excavators, motorgraders, pipelayers, road reclaimers, sit...

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West Branch Capital LLC Caterpillar Inc Transaction History