Jefferies Financial Group’s Caterpillar CAT Stock Holding History

Jefferies Financial Group’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.8M	Buy	10,100 +7,900	+359%	+$6.94M	0.07%	237
2026 Q1	$1.56M	Sell	2,200 -47,800	-96%	-$33.1M	0.01%	739
2025 Q4	$28.6M	Buy	50,000 +37,500	+300%	+$20.8M	0.15%	129
2025 Q3	$5.96M	Buy	+12,500	New	+$5.34M	0.03%	321
2024 Q1	–	Sell	-12,700	Closed	-$3.76M	–	1646
2023 Q4	$3.76M	Sell	12,700 -5,500	-30%	-$1.43M	0.02%	482
2023 Q3	$4.97M	Buy	18,200 +5,500	+43%	+$1.49M	0.04%	340
2023 Q2	$3.12M	Sell	12,700 -50,000	-80%	-$11.1M	0.03%	513
2023 Q1	$14.3M	Sell	62,700 -27,300	-30%	-$6.6M	0.12%	151
2022 Q4	$21.6M	Buy	+90,000	New	+$19.6M	0.15%	110

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Jefferies Financial Group's CAT Position: Q2 2026 in Review

Jefferies Financial Group reduced its Caterpillar (CAT) stake by 87% in Q2 2026, selling an estimated $64.2M and leaving 10,617 shares worth $11.3M. The position accounts for 0.07% of the portfolio, ranked #229.

Jefferies Financial Group first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. The position peaked at $59.3M in Q1 2026. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Jefferies Financial Group held 10,617 shares of Caterpillar worth $11.3M as of Q2 2026.
Jefferies Financial Group sold 73,111 Caterpillar shares in Q2 2026, an estimated $64.2M.
Caterpillar made up 0.07% of Jefferies Financial Group's portfolio in Q2 2026, its #229 holding.
Jefferies Financial Group first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
Jefferies Financial Group's Caterpillar position peaked at $59.3M in Q1 2026.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.