Jefferies Financial Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.82M | Buy |
17,559
+12,060
| +219% | +$4.68M | 0.06% | 156 |
|
|
2025
Q1 | $1.81M | Sell |
5,499
-19,129
| -78% | -$6.31M | 0.02% | 459 |
|
|
2024
Q4 | $8.93M | Buy |
24,628
+202
| +0.8% | +$73.3K | 0.05% | 175 |
|
|
2024
Q3 | $9.55M | Buy |
24,426
+886
| +4% | +$347K | 0.07% | 107 |
|
|
2024
Q2 | $7.84M | Sell |
23,540
-10,304
| -30% | -$3.43M | 0.08% | 127 |
|
|
2024
Q1 | $12.4M | Sell |
33,844
-8,356
| -20% | -$3.06M | 0.11% | 77 |
|
|
2023
Q4 | $12.5M | Buy |
42,200
+16,531
| +64% | +$4.89M | 0.08% | 87 |
|
|
2023
Q3 | $7.01M | Buy |
25,669
+14,681
| +134% | +$4.01M | 0.06% | 120 |
|
|
2023
Q2 | $2.7M | Buy |
10,988
+2,134
| +24% | +$525K | 0.02% | 324 |
|
|
2023
Q1 | $2.03M | Sell |
8,854
-64,746
| -88% | -$14.8M | 0.02% | 386 |
|
|
2022
Q4 | $17.6M | Buy |
+73,600
| New | +$17.6M | 0.12% | 45 |
|