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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
2025-09-30 $399k 837 477.15
2025-06-30 $323k 831 388.21
2024-12-31 $200k 552 362.76
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)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Small Cp Etf (VB)
Extra Space Storage (EXR)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Bd Index Fds Intermed Term (BIV)
Amazon (AMZN)
Meta Platforms Cl A (META)

View all positions for Jacobsen Capital Management

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar