Current Value of Holding

$1.78 Million

Shares

5.5 Thousand

% of Portfolio

0.03%

Average Buy Price

$233

Avg closing price
Price range

10 Jefferies Group Caterpillar Trades

Jefferies Group acquired 5.5 Thousand Caterpillar shares worth $1.78 Million. That's 0.03% of their equity portfolio (388th largest holding). The first Caterpillar trade was made in Q4 2022. Since then Jefferies Group bought shares five more times and sold shares on four occasions. The stake costed the investor $1.28 Million, netting the investor a gain of 39% so far.

Avg closing price
Price range
Sold 77.7% shares (-19.1 Thousand 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 (-10.3 Thousand shares) Q2 2024
Avg closing price $346.74
Price range $321.47 - $379.30
Sold 19.8% shares (-8.36 Thousand shares) Q1 2024
Avg closing price $319.61
Price range $278.63 - $366.43
Increased shares by 64.4% (+16.5 Thousand shares) Q4 2023
Avg closing price $259.41
Price range $226.05 - $298.12
Increased shares by 133.6% (+14.7 Thousand shares) Q3 2023
Avg closing price $271.28
Price range $240.58 - $288.65
Increased shares by 24.1% (+2.13 Thousand shares) Q2 2023
Avg closing price $222.96
Price range $205.75 - $247.67
Sold 88.0% shares (-64.7 Thousand shares) Q1 2023
Avg closing price $241.76
Price range $215.01 - $264.54
New holding (+73.6 Thousand shares) Q4 2022
Avg closing price $217.70
Price range $171.23 - $243.14

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