Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
WESTCHESTER CAPITAL MANAGEMENT INC 01-29-2024 12-31-2023 44 371,523,303
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
Apple, Inc. common stock 1 $33,732,383 175,206 0.01 0.01 -3,360 -1.88 12-31-2023
Microsoft Corporation common stock 2 $30,183,603 80,267 0.01 0.01 -1,436 -1.76 12-31-2023
Berkshire Hathaway Class B common stock 3 $21,209,144 59,466 0.01 0.01 -565 -0.94 12-31-2023
Caterpillar, Inc. common stock 4 $20,055,000 67,829 0.01 0.01 -65 -0.10 12-31-2023
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