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 Q3	$6.08M	Sell	7,500 -8,500	-53%	-$7.21M	0.05%	279
2026 Q2	$17M	Buy	16,000 +7,600	+90%	+$6.68M	0.11%	169
2026 Q1	$5.95M	Buy	+8,400	New	+$5.82M	0.04%	306
2025 Q4	–	Sell	-9,000	Closed	-$4.29M	–	1879
2025 Q3	$4.29M	Buy	+9,000	New	+$3.84M	0.02%	410
2023 Q4	–	Sell	-16,300	Closed	-$4.45M	–	1721
2023 Q3	$4.45M	Buy	16,300 +3,900	+31%	+$1.06M	0.04%	370
2023 Q2	$3.05M	Sell	12,400 -60,000	-83%	-$13.4M	0.03%	519
2023 Q1	$16.6M	Sell	72,400 -17,600	-20%	-$4.25M	0.13%	128
2022 Q4	$21.6M	Buy	+90,000	New	+$19.6M	0.15%	111

Other funds holding CAT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Jefferies Financial Group's CAT Position: Q3 2026 in Review

Jefferies Financial Group reduced its Caterpillar (CAT) stake by 7.5% in Q3 2026, selling an estimated $673K and leaving 9,824 shares worth $7.97M. The position accounts for 0.06% of the portfolio, ranked #225.

Jefferies Financial Group first reported a position in CAT in Q4 2022 and has held it in 16 quarters since. The position peaked at $59.3M in Q1 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Jefferies Financial Group held 9,824 shares of Caterpillar worth $7.97M as of Q3 2026.
Jefferies Financial Group sold 793 Caterpillar shares in Q3 2026, an estimated $673K.
Caterpillar made up 0.06% of Jefferies Financial Group's portfolio in Q3 2026, its #225 holding.
Jefferies Financial Group first reported a position in Caterpillar in Q4 2022 and has held it in 16 quarters since.
Jefferies Financial Group's Caterpillar position peaked at $59.3M in Q1 2026.
3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.