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 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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jefferies Financial Group's CAT Position: Q1 2026 in Review

Jefferies Financial Group increased its Caterpillar (CAT) stake by 696% in Q1 2026, buying an estimated $50.7M and bringing the position to 83,728 shares worth $59.3M. The position accounts for 0.41% of the portfolio, ranked #31.

Jefferies Financial Group first reported a position in CAT in Q4 2022 and has held it in 14 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Jefferies Financial Group held 83,728 shares of Caterpillar worth $59.3M as of Q1 2026.
Jefferies Financial Group bought 73,204 Caterpillar shares in Q1 2026, an estimated $50.7M.
Caterpillar made up 0.41% of Jefferies Financial Group's portfolio in Q1 2026, its #31 holding.
Jefferies Financial Group first reported a position in Caterpillar in Q4 2022 and has held it in 14 quarters since.
3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.