Jefferies Group's CAT Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 10,524 shares of Caterpillar Inc. (CAT) worth $6.03 M, representing 0.03% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in CAT, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2023, adding 16,531 shares. Largest reduction occurred in Q1 2023, reducing 64,746 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Caterpillar (CAT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Caterpillar (CAT) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -17,948 | Reduce 63.04% | 10,524 | $572.87 |
| Q3 2025 | +10,913 | Add 62.15% | 28,472 | $477.15 |
| Q2 2025 | +12,060 | Add 219.31% | 17,559 | $388.21 |
| Q1 2025 | -19,129 | Reduce 77.67% | 5,499 | $329.80 |
| Q4 2024 | +202 | Add 0.83% | 24,628 | $362.76 |
| Q3 2024 | +886 | Add 3.76% | 24,426 | $391.12 |
| Q2 2024 | -10,304 | Reduce 30.45% | 23,540 | $333.10 |
| Q1 2024 | -8,356 | Reduce 19.80% | 33,844 | $366.43 |
| Q4 2023 | +16,531 | Add 64.40% | 42,200 | $295.67 |
| Q3 2023 | +14,681 | Add 133.61% | 25,669 | $273.00 |
| Q2 2023 | +2,134 | Add 24.10% | 10,988 | $246.05 |
| Q1 2023 | -64,746 | Reduce 87.97% | 8,854 | $228.84 |
| Q4 2022 | +73,600 | New Buy | 73,600 | $239.56 |
Jefferies Group's Caterpillar Investment FAQs
Jefferies Group first purchased Caterpillar Inc. (CAT) in Q4 2022, acquiring 73,600 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Caterpillar Inc. (CAT) for 13 quarters since Q4 2022.
Jefferies Group's largest addition to Caterpillar Inc. (CAT) was in Q4 2022, adding 73,600 shares worth $17.63 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 10,524 shares of Caterpillar Inc. (CAT), valued at approximately $6.03 M.
As of the Q4 2025 filing, Caterpillar Inc. (CAT) represents approximately 0.03% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Caterpillar Inc. (CAT) was 73,600 shares, as reported at the end of Q4 2022.