NJIM
CAT icon

Nabity-Jensen Investment Management’s Caterpillar CAT Stock Holding History

Nabity-Jensen Investment 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 		$3.07M Sell
2,884
-2
-0.1% -$1.76K 1.88% 12
2026
Q1 		$2.04M Buy
2,886
+231
+9% +$160K 1.42% 16
2025
Q4 		$1.52M Sell
2,655
-312
-11% -$173K 1.03% 24
2025
Q3 		$1.42M Hold
2,967
– – 0.98% 22
2025
Q2 		$1.15M Buy
2,967
+8
+0.3% +$2.67K 0.85% 26
2025
Q1 		$976K Buy
2,959
+41
+1% +$14.6K 0.78% 28
2024
Q4 		$1.06M Buy
2,918
+59
+2% +$22.9K 0.8% 27
2024
Q3 		$1.12M Buy
2,859
+144
+5% +$49.7K 0.86% 27
2024
Q2 		$904K Buy
2,715
+151
+6% +$52.4K 0.74% 29
2024
Q1 		$940K Hold
2,564
– – 0.77% 27
2023
Q4 		$758K Buy
+2,564
New +$665K 0.68% 32

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

Nabity-Jensen Investment Management's CAT Position: Q2 2026 in Review

Nabity-Jensen Investment Management reduced its Caterpillar (CAT) stake by 0.07% in Q2 2026, selling an estimated $1.76K and leaving 2,884 shares worth $3.07M. The position accounts for 1.88% of the portfolio, ranked #12.

Nabity-Jensen Investment Management first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Nabity-Jensen Investment Management held 2,884 shares of Caterpillar worth $3.07M as of Q2 2026.
  • Nabity-Jensen Investment Management sold 2 Caterpillar shares in Q2 2026, an estimated $1.76K.
  • Caterpillar made up 1.88% of Nabity-Jensen Investment Management's portfolio in Q2 2026, its #12 holding.
  • Nabity-Jensen Investment Management first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Nabity-Jensen Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.