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Caterpillar shares owned by Jacobsen Capital Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Jacobsen Capital Management from 13F filings

Historical chart of Jacobsen Capital Management investment in Caterpillar

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All positions including Caterpillar held by Jacobsen Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Jacobsen Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $216k 551 391.12

More positions owned by Jacobsen Capital Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Apple (AAPL)
Extra Space Storage (EXR)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Small Cp Etf (VB)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Vanguard Bd Index Fds Short Trm Bond

View all positions for Jacobsen Capital Management

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
BlackRock
State Farm Mutual Automobile Insurance Company
Capital World Investors
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Morgan Stanley
Northern Trust
Bank of America Corporation
Goldman Sachs Group
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar