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Caterpillar shares owned by Westwood Holdings

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Westwood Holdings from 13F filings

Historical chart of Westwood Holdings investment in Caterpillar

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All positions including Caterpillar held by Westwood Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Westwood Holdings

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.0M 7.4k 272.93
2023-06-30 $1.9M 7.7k 246.07
2023-03-31 $1.5M 6.7k 228.82
2022-12-31 $2.1M 8.8k 239.52
2022-09-30 $1.4M 8.8k 164.09
2022-06-30 $1.7M 9.3k 178.81
2022-03-31 $2.1M 9.2k 222.87
2021-12-31 $1.8M 8.6k 206.84
2021-09-30 $1.3M 6.7k 192.00
2021-06-30 $1.6M 7.2k 217.58
2021-03-31 $1.6M 6.8k 231.93
2020-12-31 $1.4M 7.5k 181.95
2020-09-30 $1.1M 7.3k 149.24
2018-06-30 $1.2M 9.0k 135.66
2018-03-31 $1.6M 11k 147.37
2017-12-31 $1.9M 12k 157.60
2017-09-30 $1.5M 12k 124.71
2017-06-30 $1.4M 13k 107.50
2017-03-31 $1.6M 17k 92.77
2016-12-31 $1.6M 17k 92.71
2016-09-30 $1.5M 17k 88.81
2016-06-30 $1.3M 17k 75.82
2016-03-31 $1.3M 17k 76.54
2015-12-31 $1.4M 21k 67.98
2015-09-30 $2.6M 40k 65.35
2015-06-30 $3.3M 39k 84.81
2015-03-31 $2.8M 35k 80.04
2014-12-31 $3.4M 37k 91.53
2014-09-30 $3.7M 37k 99.02
2014-06-30 $4.1M 38k 108.67
2014-03-31 $3.8M 39k 99.36
2013-12-31 $3.4M 38k 90.81
2013-09-30 $3.0M 36k 83.40
2013-06-30 $2.9M 35k 82.48