SEC 13F Intelligence

West Branch Capital LLC / CAT

West Branch Capital LLC’s Caterpillar Inc Position

Does West Branch Capital LLC own Caterpillar Inc (CAT)? Yes — 4.6K shares worth $5M (+1.14% of its 13F portfolio) as of Q2 2026, up from 4.5K shares the prior filed quarter.

Position Value
$5M
Q2 2026
Shares
4.6K
% of Portfolio
+1.14%
Quarters Held
23
currently held

Position History CAT

Reported value by quarter
Q4 ’20: $259,000Q4 ’20Q1 ’21: $323,000Q2 ’21: $129,000Q3 ’21: $114,000Q3 ’21Q4 ’21: $123,000Q1 ’22: $133,000Q2 ’22: $106,000Q2 ’22Q3 ’22: $98,000Q4 ’22: $178,472Q1 ’23: $153,323Q1 ’23Q2 ’23: $150,091Q3 ’23: $125,580Q4 ’23: $145,470Q4 ’23Q1 ’24: $164,894Q2 ’24: $149,895Q3 ’24: $188,235Q3 ’24Q4 ’24: $174,488Q1 ’25: $133,569Q2 ’25: $163,437Q2 ’25Q3 ’25: $200,881Q4 ’25: $1MQ1 ’26: $3MQ1 ’26Q2 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 20264.6K$5M+1.14%
Q1 20264.5K$3M+0.85%
Q4 20251.8K$1M+0.26%
Q3 2025421$200,881+0.05%
Q2 2025421$163,437+0.05%
Q1 2025405$133,569+0.04%
Q4 2024481$174,488+0.06%
Q3 2024481$188,235+0.07%
Q2 2024450$149,895+0.06%
Q1 2024450$164,894+0.07%
Q4 2023492$145,470+0.07%
Q3 2023460$125,580+0.07%
Q2 2023610$150,091+0.07%
Q1 2023670$153,323+0.09%
Q4 2022745$178,472+0.11%
Q3 2022595$98,000+0.06%
Q2 2022595$106,000+0.06%
Q1 2022595$133,000+0.06%
Q4 2021595$123,000+0.05%
Q3 2021595$114,000+0.05%
Q2 2021595$129,000+0.06%
Q1 20211.4K$323,000+0.19%
Q4 20201.4K$259,000+0.15%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See West Branch Capital LLC’s full portfolio or all institutional holders of CAT.