JFG
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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 		$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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
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.