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
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Westside Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Westside Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
More positions owned by Westside Investment Management
View all positions for Westside Investment Management