A detailed history of West Branch Capital LLC transactions in Caterpillar Inc stock. As of the latest transaction made, West Branch Capital LLC holds 481 shares of CAT stock, worth $196,070. This represents 0.06% of its overall portfolio holdings.

Number of Shares
481
Previous 481 -0.0%
Holding current value
$196,070
Previous $188,000 7.45%
% of portfolio
0.06%
Previous 0.07%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About CATERPILLAR INC


  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $215B
  • 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...
More about CAT
Track This Portfolio

Track West Branch Capital LLC Portfolio

Follow West Branch Capital LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of West Branch Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Branch Capital LLC with notifications on news.