Caterpillar shares owned by Jacobi Capital Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Jacobi Capital Management
from 13F filings
Historical chart of Jacobi Capital Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Jacobi Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.8M | 12k | 477.16 |
| 2025-06-30 | $4.9M | 13k | 388.18 |
| 2025-03-31 | $4.1M | 12k | 329.78 |
| 2024-12-31 | $4.4M | 12k | 362.75 |
| 2024-09-30 | $4.9M | 13k | 391.12 |
| 2024-06-30 | $4.1M | 12k | 333.12 |
| 2024-03-31 | $4.5M | 12k | 366.43 |
| 2023-09-30 | $3.3M | 12k | 272.99 |
| 2023-06-30 | $2.7M | 11k | 246.05 |
| 2023-03-31 | $2.5M | 11k | 228.85 |
| 2022-12-31 | $2.7M | 11k | 239.56 |
| 2022-09-30 | $1.8M | 11k | 164.09 |
| 2022-06-30 | $2.0M | 11k | 178.71 |
| 2022-03-31 | $2.5M | 11k | 222.76 |
| 2021-12-31 | $2.3M | 11k | 206.73 |
| 2021-09-30 | $2.1M | 11k | 191.92 |
| 2021-06-30 | $2.3M | 10k | 217.53 |
| 2021-03-31 | $2.4M | 11k | 231.87 |
| 2020-12-31 | $2.1M | 12k | 185.01 |
| 2020-09-30 | $1.8M | 12k | 160.13 |
| 2020-06-30 | $1.5M | 12k | 132.41 |
| 2020-03-31 | $1.3M | 12k | 113.06 |
| 2019-12-31 | $1.8M | 13k | 143.91 |
| 2019-09-30 | $1.7M | 13k | 130.22 |
| 2019-06-30 | $1.5M | 11k | 135.47 |
| 2019-03-31 | $375k | 2.8k | 135.33 |
| 2018-12-31 | $344k | 2.7k | 127.12 |
| 2018-09-30 | $391k | 2.6k | 152.56 |
| 2018-06-30 | $328k | 2.4k | 135.71 |
| 2018-03-31 | $347k | 2.4k | 143.86 |
| 2017-12-31 | $483k | 2.9k | 166.15 |
| 2017-09-30 | $380k | 3.0k | 126.84 |
| 2017-06-30 | $268k | 2.5k | 107.80 |
| 2017-03-31 | $174k | 1.9k | 94.05 |
| 2016-12-31 | $201k | 2.1k | 94.50 |
| 2016-09-30 | $191k | 2.2k | 87.74 |
| 2016-06-30 | $170k | 2.3k | 74.66 |