Westside Investment Management, Inc.

Position in CAT — Caterpillar Inc

CIK 1538383 SANTA MONICA, CA

Position in CAT

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,067,029

+$357,153 QoQ

Shares Held

1,002

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#2,440

of 4,046 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Westside Investment Management, Inc. holds $1,526,742 across 7 Farm & Heavy Construction Machinery names. CAT ranks #1 (69.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	1,002	$1,067,029
2	DE	Deere & Co	562	$356,492
3	PCAR	Paccar Inc	432	$51,891
4	TEX	Terex Corp	370	$26,783
5	HY	Hyster-Yale, Inc.	400	$14,024
6	CMCO	Columbus Mckinnon Corp	489	$7,398
7	MTW	Manitowoc Co Inc	225	$3,125

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,067,029	1,002	0.0%	Shares	Sole	2026-07-27
2026-03-31	$709,876	1,002	0.0%	Shares	Sole	2026-05-04
2025-12-31	$574,015	1,002	+8.2%	Shares	Sole	2026-01-23
2025-09-30	$441,840	926	+18.4%	Shares	Sole	2025-11-04
2025-06-30	$303,579	782	+7.3%	Shares	Sole	2025-08-05
2025-03-31	$240,424	729	-2.7%	Shares	Sole	2025-04-25
2024-12-31	$271,707	749	0.0%	Shares	Sole	2025-01-17
2024-09-30	$292,948	749	0.0%	Shares	Sole	2024-11-20
2024-06-30	$249,491	749	0.0%	Shares	Sole	2024-07-17
2024-03-31	$274,456	749	-5.1%	Shares	Sole	2024-04-19
2023-12-31	$233,283	789	0.0%	Shares	Sole	2024-01-12
2023-09-30	$215,397	789	+11.3%	Shares	Sole	2023-11-15
2023-06-30	$174,449	709	0.0%	Shares	Sole	2023-07-14
2023-03-31	$162,247	709	0.0%	Shares	Sole	2023-05-17
2022-12-31	$169,848	709	0.0%	Shares	Sole	2023-01-31
2022-09-30	$116,332	709	0.0%	Shares	Sole	2022-11-09
2022-06-30	$126,740	709	0.0%	Shares	Sole	2022-07-15
2022-03-31	$157,979	709	0.0%	Shares	Sole	2022-04-25
2021-12-31	$146,578	709	+0.1%	Shares	Sole	2022-02-15
2021-09-30	$135,914	708	+9.3%	Shares	Sole	2021-10-27
2021-06-30	$141,024	648	-48.0%	Shares	Sole	2021-07-28
2021-03-31	$289,141	1,247	-7.4%	Shares	Sole	2021-04-14
2020-12-31	$245,180	1,347	+0.1%	Shares	Sole	2021-01-15
2020-09-30	$200,755	1,346	-4.0%	Shares	Sole	2020-10-14
2020-06-30	$177,353	1,402	+0.1%	Shares	Sole	2020-07-21
2020-03-31	$162,572	1,401	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.