SEC 13F Intelligence

Jacobs & Co/Ca / CAT

Jacobs & Co/Ca’s Caterpillar Inc Position

Does Jacobs & Co/Ca own Caterpillar Inc (CAT)? Yes31.9K shares worth $34M (+2.91% of its 13F portfolio) as of Q2 2026, down from 34.0K shares the prior filed quarter.

Position Value
$34M
Q2 2026
Shares
31.9K
% of Portfolio
+2.91%
Quarters Held
30
currently held

Position History CAT

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $4MQ2 ’19: $5MQ3 ’19: $4MQ4 ’19: $5MQ4 ’19Q1 ’20: $4MQ2 ’20: $5MQ4 ’20: $8MQ1 ’21: $9MQ1 ’21Q2 ’21: $9MQ3 ’21: $9MQ4 ’21: $10MQ1 ’22: $10MQ1 ’22Q2 ’22: $8MQ3 ’22: $8MQ4 ’22: $11MQ1 ’23: $10MQ1 ’23Q2 ’23: $10MQ3 ’23: $11MQ4 ’23: $12MQ1 ’24: $15MQ1 ’24Q2 ’24: $13MQ3 ’24: $16MQ4 ’24: $14MQ1 ’25: $13MQ1 ’25Q2 ’25: $15MQ3 ’25: $18MQ4 ’25: $20MQ1 ’26: $24MQ1 ’26Q2 ’26: $34Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202631.9K$34M+2.91%
Q1 202634.0K$24M+2.38%
Q4 202535.4K$20M+1.91%
Q3 202537.8K$18M+1.72%
Q2 202538.9K$15M+1.50%
Q1 202538.8K$13M+1.37%
Q4 202438.5K$14M+1.42%
Q3 202440.2K$16M+1.57%
Q2 202440.0K$13M+1.40%
Q1 202439.6K$15M+1.54%
Q4 202341.1K$12M+1.38%
Q3 202341.1K$11M+1.40%
Q2 202342.5K$10M+1.24%
Q1 202342.6K$10M+1.20%
Q4 202245.6K$11M+1.42%
Q3 202245.8K$8M+1.08%
Q2 202244.2K$8M+1.06%
Q1 202246.3K$10M+1.14%
Q4 202146.6K$10M+1.00%
Q3 202145.4K$9M+1.00%
Q2 202140.4K$9M+1.02%
Q1 202140.7K$9M+1.15%
Q4 202042.0K$8M+0.99%
Q2 202037.9K$5M+0.78%
Q1 202032.8K$4M+0.73%
Q4 201934.1K$5M+0.77%
Q3 201935.0K$4M+0.72%
Q2 201933.2K$5M+0.73%
Q1 201930.7K$4M+0.71%
Q4 201829.0K$4M+0.73%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jacobs & Co/Ca’s full portfolio or all institutional holders of CAT.