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CAT
6 quarters

Position history for Jefferies Financial Group Inc.'s holdings in CATERPILLAR INC

Jefferies Financial Group Inc. holds 83,728 shares of CAT (CATERPILLAR INC), worth $59.3M as of 2026-Q1. The position was increased (+695.6% shares). CAT represents 0.4% of Jefferies Financial Group Inc.'s portfolio.

Current Value

$59.3M

Current Shares

83,728

Total Value Change

+$50.4M

Total Shares Change

+59,100

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
83,728
+695.6%
$59.3M0.4%$722.18
57
2025-Q4
Decreased
10,524
-63.0%
$6M0.0%$576.04
0
2025-Q3
Increased
28,472
+62.1%
$13.6M0.1%$469.16
41
2025-Q2
Increased
17,559
+219.3%
$6.8M0.1%$381.32
44
2025-Q1
Decreased
5,499
-77.7%
$1.8M0.0%$325.22
0
2024-Q4
New
24,628
-
$8.9M0.1%$356.77
38

Other major holders of CAT: VANGUARD GROUP INC, BlackRock, Inc., STATE STREET CORP, VANGUARD CAPITAL MANAGEMENT LLC

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