Robert Millen - Jensen Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
Holdings Activity Buys Sells    History
Holding/activity history for  Caterpillar Inc. (CAT)
← All CAT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2016   Q3 0 0.00 Sell 100.00% 0.01 $73.46–88.98 · VW $83.74i SEC
2016   Q2 5,700 0.01 Reduce 3.55% <0.01 $69.04–80.89 · VW $75.25i $432,000 SEC
2016   Q1 5,910 0.01 Add 3.68% <0.01 $56.36–77.25 · VW $70.05i $452,000 SEC
2015   Q4 5,700 0.01 Reduce 2.90% <0.01 $63.10–75.93 · VW $69.00i $387,000 SEC
2015   Q3 5,870 0.01 Add 1.38% <0.01 $62.99–85.45 · VW $71.27i $384,000 SEC
2015   Q2 5,790 0.01 Reduce 12.41% <0.01 $79.39–89.62 · VW $84.61i $491,000 SEC
2015   Q1 6,610 0.01 Add 33.27% <0.01 $78.19–92.37 · VW $83.53i $529,000 SEC
2014   Q4 4,960 0.01 Add 6.90% <0.01 $88.03–107.12 · VW $95.56i $454,000 SEC
2014   Q3 4,640 0.01 Add 6.42% <0.01 $98.26–111.46 · VW $102.92i $459,000 SEC
2014   Q2 4,360 0.01 Reduce 19.85% <0.01 $98.94–109.85 · VW $105.82i $474,000 SEC
2014   Q1 5,440 0.01 Reduce 9.93% <0.01 $85.88–100.63 · VW $95.29i $541,000 SEC
2013   Q4 6,040 0.01 Add 12.69% <0.01 $81.87–91.67 · VW $88.12i $548,000 SEC
2013   Q3 5,360 0.01 Add 21.27% <0.01 $81.35–89.00 · VW $84.58i $447,000 SEC
2013   Q2 4,420 0.01 Buy 0.01 $79.49–90.69 · VW $84.22i $365,000 SEC
2009   Q1 0 0.00 Sell 100.00% $21.71–47.12 · VW $32.26i SEC
2008   Q4 34 0.00 Buy $31.95–59.03 · VW $45.22i $2,000 SEC
Price snapshot:
Current price$931.47
52-week low$397.92
52-week high$1,073.46