NJIM
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nabity-Jensen Investment Management's CAT Position: Q1 2026 in Review

Nabity-Jensen Investment Management increased its Caterpillar (CAT) stake by 8.7% in Q1 2026, buying an estimated $160K and bringing the position to 2,886 shares worth $2.04M. The position accounts for 1.42% of the portfolio, ranked #16.

Nabity-Jensen Investment Management first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Nabity-Jensen Investment Management held 2,886 shares of Caterpillar worth $2.04M as of Q1 2026.
  • Nabity-Jensen Investment Management bought 231 Caterpillar shares in Q1 2026, an estimated $160K.
  • Caterpillar made up 1.42% of Nabity-Jensen Investment Management's portfolio in Q1 2026, its #16 holding.
  • Nabity-Jensen Investment Management first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Nabity-Jensen Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.