Jacobi Capital Management LLC

Position in CAT — Caterpillar Inc

CIK 1689646 PITTSTON, PA

Position in CAT

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$11,976,930

+$3,816,180 QoQ

Shares Held

11,247

-2.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.95%

of 13F equity value

Holder Rank

#769

of 4,031 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Jacobi Capital Management LLC holds $16,929,860 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (70.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	11,247	$11,976,930
2	DE	Deere & Co	6,272	$3,978,517
3	PCAR	Paccar Inc	8,112	$974,413

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,976,930	11,247	-2.4%	Shares	Sole	2026-07-31
2026-03-31	$8,160,750	11,519	-2.6%	Shares	Sole	2026-05-14
2025-12-31	$6,774,760	11,826	-2.3%	Shares	Sole	2026-02-13
2025-09-30	$5,776,855	12,107	-3.6%	Shares	Sole	2025-11-07
2025-06-30	$4,873,588	12,554	+1.1%	Shares	Sole	2025-08-12
2025-03-31	$4,094,796	12,416	+1.2%	Shares	Sole	2025-05-27
2024-12-31	$4,449,976	12,267	-2.0%	Shares	Sole	2025-02-05
2024-09-30	$4,895,649	12,517	+2.5%	Shares	Sole	2024-11-14
2024-06-30	$4,066,151	12,207	+0.1%	Shares	Sole	2024-08-09
2024-03-31	$4,468,247	12,194	+0.3%	Shares	Sole	2024-05-10
2023-12-31	$3,594,460	12,157	+0.2%	Shares	Sole	2024-02-14
2023-09-30	$3,311,217	12,129	+11.4%	Shares	Sole	2023-11-13
2023-06-30	$2,679,976	10,892	+0.8%	Shares	Sole	2023-08-08
2023-03-31	$2,472,158	10,803	-4.0%	Shares	Sole	2023-05-05
2022-12-31	$2,695,768	11,253	-0.0%	Shares	Sole	2023-02-13
2022-09-30	$1,846,884	11,256	+0.0%	Shares	Sole	2022-11-09
2022-06-30	$2,011,586	11,253	+1.1%	Shares	Sole	2022-08-05
2022-03-31	$2,480,655	11,133	+0.5%	Shares	Sole	2022-05-06
2021-12-31	$2,291,092	11,082	+0.7%	Shares	Sole	2022-02-14
2021-09-30	$2,113,589	11,010	+5.4%	Shares	Sole	2021-11-15
2021-06-30	$2,274,015	10,449	-0.9%	Shares	Sole	2021-08-12
2021-03-31	$2,445,996	10,549	-8.6%	Shares	Sole	2021-05-11
2020-12-31	$2,100,510	11,540	-0.1%	Shares	Sole	2021-02-08
2020-09-30	$1,722,235	11,547	-1.0%	Shares	Sole	2020-10-30
2020-06-30	$1,475,116	11,661	-0.2%	Shares	Sole	2020-08-04
2020-03-31	$1,355,811	11,684	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.