Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Westchester Capital Management, Inc. (CIK 1390063) reported $496.5M across 45 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CAT ($41.7M, 8.40%), AAPL ($39.8M, 8.01%), WMT ($31.2M, 6.29%), GOOGL ($29.8M, 6.00%), BRK/B ($27.5M, 5.53%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CAT | Caterpillar, Inc. | $41.7M | 8.40% | 58,862 | Trimmed |
| 2 | AAPL | Apple, Inc. | $39.8M | 8.01% | 156,692 | Trimmed |
| 3 | WMT | Wal-Mart, Inc. | $31.2M | 6.29% | 251,380 | Trimmed |
| 4 | GOOGL | Alphabet, Inc. Class A - Formerly Google A | $29.8M | 6.00% | 103,578 | Trimmed |
| 5 | BRK/B | Berkshire Hathaway Class B | $27.5M | 5.53% | 57,299 | Added |
| 6 | MSFT | Microsoft Corporation | $27.3M | 5.49% | 73,677 | Added |
| 7 | JPM | JP Morgan Chase | $24.5M | 4.94% | 83,413 | Added |
| 8 | ABBV | AbbVie, Inc. | $22.5M | 4.54% | 103,643 | Added |
| 9 | BK | The Bank of New York Mellon Corporation | $21.9M | 4.41% | 184,721 | Added |
| 10 | VLO | Valero Energy Corporation | $21.2M | 4.26% | 85,673 | Trimmed |
| 11 | WM | Waste Management, Inc. | $20.8M | 4.18% | 90,325 | Trimmed |
| 12 | XOM | Exxon Mobil Corporation | $20.5M | 4.12% | 120,573 | Trimmed |
| 13 | CSCO | Cisco Systems, Inc. | $19.5M | 3.93% | 251,486 | Trimmed |
| 14 | LMT | Lockheed Martin Corporation | $19.5M | 3.92% | 32,191 | Trimmed |
| 15 | MCD | McDonald's Corporation | $16.0M | 3.23% | 51,608 | Trimmed |
| 16 | JNJ | Johnson & Johnson | $14.8M | 2.99% | 60,653 | Trimmed |
| 17 | MCHP | Microchip Technology, Inc. | $13.0M | 2.62% | 201,060 | Added |
| 18 | HD | Home Depot, Inc. | $12.9M | 2.59% | 39,087 | Added |
| 19 | AMZN | Amazon.Com, Inc. | $8.8M | 1.78% | 42,390 | Added |
| 20 | MDT | Medtronic PLC | $8.8M | 1.77% | 101,322 | Added |
| 21 | CRM | Salesforce.com Inc | $8.6M | 1.74% | 46,204 | Added |
| 22 | INTC | Intel Corporation | $8.4M | 1.68% | 189,530 | Trimmed |
| 23 | PFE | Pfizer, Inc. | $7.9M | 1.59% | 281,628 | Trimmed |
| 24 | BDX | Becton Dickinson & Company | $7.4M | 1.50% | 47,300 | Trimmed |
| 25 | DIS | Walt Disney Company | $4.4M | 0.90% | 46,138 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31