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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

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Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Apple (AAPL)
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Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
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