Caterpillar shares owned by Jacobson & Schmitt Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Jacobson & Schmitt Advisors
from 13F filings
Historical chart of Jacobson & Schmitt Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Jacobson & Schmitt Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $266k | 250 | 1064.90 |
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