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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Westchester Capital Management, Inc.

Quarter ended Q3 2024 · Filed November 1, 2024 · Accession 0001104659-24-113492

Total Value
$411.7M
Positions
41
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (41)

#IssuerTicker / CUSIPSharesValue% of Filing
1Apple, Inc.AAPL156,149$36.4M8.84%
2Microsoft CorporationMSFT73,200$31.5M7.65%
3Berkshire Hathaway Class BBRK-A58,942$27.1M6.59%
4Caterpillar, Inc.CAT64,929$25.4M6.17%
5Wal-Mart, Inc.WMT270,031$21.8M5.30%
6AbbVie, Inc.ABBV105,590$20.9M5.06%
7JP Morgan ChaseVYLD89,665$18.9M4.59%
8Waste Management, Inc.94106L10990,602$18.8M4.57%
9Lockheed Martin CorporationLMT31,707$18.5M4.50%
10Alphabet, Inc. Class A - Formerly Google AGOOG109,967$18.2M4.43%
11McDonald's CorporationMCD52,508$16.0M3.88%
12Microchip Technology, Inc.MCHPP194,952$15.7M3.80%
13Home Depot, Inc.HD36,457$14.8M3.59%
14Exxon Mobil CorporationXOM120,342$14.1M3.43%
15Cisco Systems, Inc.CSCO262,945$14.0M3.40%
16The Bank of New York Mellon Corporation064058100190,973$13.7M3.33%
17Valero Energy CorporationVLO88,537$12.0M2.90%
18Becton Dickinson & CompanyBDX48,848$11.8M2.86%
19Johnson & JohnsonJNJ63,326$10.3M2.49%
20Pfizer, Inc.PFE278,553$8.1M1.96%
21Medtronic PLCMDT87,133$7.8M1.91%
22CVS Health CorporationCVS122,686$7.7M1.87%
23Amazon.Com, Inc.AMZN36,807$6.9M1.67%
24Intel CorporationINTC210,766$4.9M1.20%
25Walt Disney Company25468710649,960$4.8M1.17%
26AT&TT-PC131,828$2.9M0.70%
27Conagra Brands Inc.CAG60,809$2.0M0.48%
28Pepsico, Inc.PEP11,169$1.9M0.46%
29Boeing CompanyBA-PA10,487$1.6M0.39%
30Lowe's Companies, Inc.5486611074,106$1.1M0.27%
31GE HealthCareGEHC4,778$448,4150.11%
32Nvidia CorporationNVDA3,235$392,8580.10%
33Verizon CommunicationsVZ6,999$314,3250.08%
34Vanguard S&P 500 ETF922908363517$272,8050.07%
35American Express CompanyAXP560$151,8720.04%
36Chevron CorporationCVX932$137,2560.03%
37Vanguard Short Term Corp Bond Index ETF92206C4091,715$136,2050.03%
38Vanguard Short Term Treasury Index ETF92206C1022,295$135,4510.03%
39Coca Cola CompanyKO1,615$116,0540.03%
40Alphabet, Inc. Class C - Formerly Google CGOOG540$90,2830.02%
41Citigroup Inc.C-PR210$13,1460.00%