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Caterpillar shares owned by Nabity-Jensen Investment Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Nabity-Jensen Investment Management from 13F filings

Historical chart of Nabity-Jensen Investment Management investment in Caterpillar

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All positions including Caterpillar held by Nabity-Jensen Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Nabity-Jensen Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 2.9k 391.12
2024-06-30 $904k 2.7k 333.10

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Schwab Strategic Tr Us Dividend Eq (SCHD)
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Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Nabity-Jensen Investment 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