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Caterpillar shares owned by Westbourne Investments

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

Historical chart of Westbourne Investments investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Westbourne Investments

Quarter filed Position value Share count Share price at filing
2026-06-30 $229k 215 1064.90