CAT — Caterpillar

Ownership history in JACOBS & CO/CA · 87 quarters on record

This page tracks every 13F SEC filing in which JACOBS & CO/CA reported a position in Caterpillar (CAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

1.91% (1999 Q1)

Avg. % of fund

1.34%

First filed

1999 Q1

Last filed

2025 Q4

Quarters held

87

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	35,351	-2,439	-6.5%	1.91%	$20.3M	$571.53
2025 Q3	REDUCED	37,790	-1,072	-2.8%	1.72%	$18.0M	$474.67
2025 Q2	ADDED	38,862	+17	+0.0%	1.50%	$15.1M	$384.78
2025 Q1	ADDED	38,845	+337	+0.9%	1.37%	$12.8M	$325.32

% of Fund (quarterly) CAT price (monthly, adj. close)

Other funds also holding CAT

As of 2025 Q4 — sorted by position size

DRH Investments, Inc. 3Y 15.91% BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 3Y 7Y 10.05% Albar Capital Partners LLP 7.05% Westchester Capital Management, Inc. 3Y 7Y 7.0% Atwater Malick LLC 3Y 7Y 6.27% Boit C F David 3Y 5.02% Capital Wealth Planning, LLC 3Y 7Y 4.94% Gouws Capital LLC 3Y 4.93% Aull & Monroe Investment Management Corp 3Y 7Y 4.92% Independent Wealth Network Inc. 3Y 4.57%

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