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Caterpillar shares owned by Westside Investment Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Westside Investment Management from 13F filings

Historical chart of Westside Investment Management investment in Caterpillar

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All positions including Caterpillar held by Westside Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Westside Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $293k 749 391.44
2024-06-30 $250k 749 333.38
2024-03-31 $275k 749 366.74
2023-12-31 $234k 789 295.90
2023-09-30 $216k 789 273.21
2023-06-30 $175k 709 246.27
2023-03-31 $162k 709 229.05
2022-12-31 $170k 709 239.61
2022-09-30 $116k 709 163.81
2022-06-30 $127k 709 178.48
2022-03-31 $158k 709 222.49
2021-12-31 $146k 709 205.38
2021-09-30 $135k 708 191.18
2021-06-30 $140k 648 215.52
2021-03-31 $289k 1.2k 231.84
2020-12-31 $243k 1.3k 180.72
2020-09-30 $200k 1.3k 148.79
2020-06-30 $177k 1.4k 125.94
2020-03-31 $162k 1.4k 115.63
2019-06-30 $169k 1.2k 135.63
2018-12-31 $167k 1.3k 127.15
2018-09-30 $195k 1.3k 152.32
2018-06-30 $72k 528 136.29
2018-03-31 $76k 526 143.92
2017-12-31 $64k 386 166.52
2017-09-30 $49k 386 126.88
2017-06-30 $20k 186 107.84
2017-03-31 $9.4k 100 94.24
2016-12-31 $7.1k 75 94.65