JCM
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Jacobsen Capital Management’s Caterpillar CAT Stock Holding History

Jacobsen Capital Management’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$842K Buy
791
+13
+2% +$11.4K 0.25% 39
2026
Q1 		$551K Sell
778
-45
-5% -$31.2K 0.19% 52
2025
Q4 		$471K Sell
823
-14
-2% -$7.78K 0.15% 57
2025
Q3 		$399K Buy
837
+6
+0.7% +$2.56K 0.14% 63
2025
Q2 		$323K Buy
+831
New +$277K 0.12% 74
2025
Q1 		– Sell
-552
Closed -$200K – 104
2024
Q4 		$200K Buy
552
+1
+0.2% +$388 0.09% 95
2024
Q3 		$216K Buy
+551
New +$190K 0.09% 97

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Jacobsen Capital Management's CAT Position: Q2 2026 in Review

Jacobsen Capital Management increased its Caterpillar (CAT) stake by 1.7% in Q2 2026, buying an estimated $11.4K and bringing the position to 791 shares worth $842K. The position accounts for 0.25% of the portfolio, ranked #39.

Jacobsen Capital Management first reported a position in CAT in Q3 2024 and has held it in 7 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Jacobsen Capital Management held 791 shares of Caterpillar worth $842K as of Q2 2026.
  • Jacobsen Capital Management bought 13 Caterpillar shares in Q2 2026, an estimated $11.4K.
  • Caterpillar made up 0.25% of Jacobsen Capital Management's portfolio in Q2 2026, its #39 holding.
  • Jacobsen Capital Management first reported a position in Caterpillar in Q3 2024 and has held it in 7 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.