Current Value of Holding

$75.7M

Shares

83.7k

% of Portfolio

0.87%

Average Buy Price

$409

Avg closing price
Price range

14 Jefferies Group Caterpillar Trades

Jefferies Group acquired 83.7k Caterpillar shares worth $75.7M. That's 0.87% of their equity portfolio (19th largest holding). The first Caterpillar trade was made in Q4 2022. Since then Jefferies Group bought shares eight more times and sold shares on five occasions. The stake costed the investor $34.2M, netting the investor a gain of 121% so far.

Avg closing price
Price range
Increased shares by 695.6% (+73.2k shares) Q1 2026
Avg closing price $678.56
Price range $596.52 - $775.00
Sold 63.0% shares (-17.9k shares) Q4 2025
Avg closing price $556.09
Price range $480.82 - $625.46
Increased shares by 62.2% (+10.9k shares) Q3 2025
Avg closing price $426.35
Price range $390.92 - $477.15
Increased shares by 219.3% (+12.1k shares) Q2 2025
Avg closing price $333.29
Price range $273.94 - $388.21
Sold 77.7% shares (-19.1k shares) Q1 2025
Avg closing price $356.74
Price range $326.75 - $407.66
Increased shares by 0.8% (+202 shares) Q4 2024
Avg closing price $387.56
Price range $362.76 - $416.88
Increased shares by 3.8% (+886 shares) Q3 2024
Avg closing price $345.28
Price range $316.80 - $391.12
Sold 30.4% shares (-10.3k shares) Q2 2024
Avg closing price $346.74
Price range $321.47 - $379.30
Sold 19.8% shares (-8.36k shares) Q1 2024
Avg closing price $319.61
Price range $278.63 - $366.43
Increased shares by 64.4% (+16.5k shares) Q4 2023
Avg closing price $259.41
Price range $226.05 - $298.12
Increased shares by 133.6% (+14.7k shares) Q3 2023
Avg closing price $271.28
Price range $240.58 - $288.65
Increased shares by 24.1% (+2.13k shares) Q2 2023
Avg closing price $222.96
Price range $205.75 - $247.67
Sold 88.0% shares (-64.7k shares) Q1 2023
Avg closing price $241.76
Price range $215.01 - $264.54
New holding (+73.6k shares) Q4 2022
Avg closing price $217.70
Price range $171.23 - $243.14

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