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Jacobs & Co

SEC CIK
0001055544
Latest filing
Jul 8, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Jacobs & Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overviewAll 13F holders of CATFull Q2 2026 holdings

Shares (Q2 2026)
31,867
Value
$33.9M
% of portfolio
2.9%
Quarters held
22
Since Q1 2021
Holdings of CAT by Jacobs & Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202631,867$33.9M2.9%−2,109−6.2%ReducedHolders
Q1 202633,976$24.1M2.4%−1,375−3.9%ReducedHolders
Q4 202535,351$20.3M1.9%−2,439−6.5%ReducedHolders
Q3 202537,790$18.0M1.7%−1,072−2.8%ReducedHolders
Q2 202538,862$15.1M1.5%+170.0%AddedHolders
Q1 202538,845$12.8M1.4%+337+0.9%AddedHolders
Q4 202438,508$14.0M1.4%−1,723−4.3%ReducedHolders
Q3 202440,231$15.7M1.6%+215+0.5%AddedHolders
Q2 202440,016$13.3M1.4%+416+1.1%AddedHolders
Q1 202439,600$14.5M1.5%−1,523−3.7%ReducedHolders
Q4 202341,123$12.2M1.4%−27−0.1%ReducedHolders
Q3 202341,150$11.2M1.4%−1,313−3.1%ReducedHolders
Q2 202342,463$10.4M1.2%−118−0.3%ReducedHolders
Q1 202342,581$9.74M1.2%−3,039−6.7%ReducedHolders
Q4 202245,620$10.9M1.4%−147−0.3%ReducedHolders
Q3 202245,767$7.51M1.1%+1,594+3.6%AddedHolders
Q2 202244,173$7.90M1.1%−2,160−4.7%ReducedHolders
Q1 202246,333$10.3M1.1%−247−0.5%ReducedHolders
Q4 202146,580$9.63M1.0%+1,220+2.7%AddedHolders
Q3 202145,360$8.71M1.0%+4,944+12.2%AddedHolders
Q2 202140,416$8.79M1.0%−275−0.7%ReducedHolders
Q1 202140,691$9.44M1.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.