Skip to content
Disclosery

Jacobi Capital Management LLC: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Jacobi Capital Management LLC on CAT, newest first. How the timeline and the estimate are built.

Jacobi Capital Management LLC held 11,247 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,247 shares
    Change vs previous 13F -272 shares

    0.59% of the 13F portfolio, value $11,976,783.

    13F-HR 0001689646-26-000007 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 11,519 shares
    Change vs previous 13F -307 shares

    0.46% of the 13F portfolio, value $8,160,609.

    13F-HR 0001689646-26-000004 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 11,826 shares
    Change vs previous 13F -281 shares

    0.39% of the 13F portfolio, value $6,774,351.

    13F-HR 0001689646-26-000002 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,107 shares
    Change vs previous 13F -447 shares

    0.35% of the 13F portfolio, value $5,776,960.

    13F-HR 0001689646-25-000009 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,554 shares
    Change vs previous 13F +138 shares

    0.32% of the 13F portfolio, value $4,873,255.

    13F-HR 0001689646-25-000007 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,416 shares
    Change vs previous 13F +149 shares

    0.3% of the 13F portfolio, value $4,094,597.

    13F-HR 0001689646-25-000006 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,267 shares
    Change vs previous 13F -250 shares

    0.33% of the 13F portfolio, value $4,449,855.

    13F-HR 0001689646-25-000001 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 12,517 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $4,895,592.

    13F-HR 0001689646-24-000006 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).