Jacobsen Capital Management’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$323K	Buy	+831	New	+$323K	0.12%	74
2025 Q1	–	Sell	-552	Closed	-$200K	–	104
2024 Q4	$200K	Buy	552 +1	+0.2%	+$363	0.09%	95
2024 Q3	$216K	Buy	+551	New	+$216K	0.09%	97