Position in CAT
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$59,317,938
+$53,289,055 QoQ
Shares Held
83,728
+695.6% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Derivatives in CAT
reported options exposure · as of Mar 31, 2026CallValue
$1,558,612
CallShares
2,200
PutValue
$5,951,064
PutShares
8,400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026Jefferies Financial Group Inc. holds $68,555,460 across 8 Farm & Heavy Construction Machinery names. CAT ranks #1 (86.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
83,728 | $59,317,938 | |
| 2 | FSS |
Federal Signal Corp /De/
|
25,909 | $2,801,799 | |
| 3 | MTW |
Manitowoc Co Inc
|
228,143 | $2,657,865 | |
| 4 | BLBD |
Blue Bird Corp
|
20,296 | $1,152,609 | |
| 5 | PCAR |
Paccar Inc
|
7,682 | $887,271 | |
| 6 | OSK |
Oshkosh Corp
|
5,559 | $818,340 | |
| 7 | ALG |
Alamo Group Inc
|
3,000 | $494,910 | |
| 8 | DE |
Deere & Co
|
754 | $424,728 |
All Filings in CAT
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $59,317,938 | 83,728 | Shares | Defined | 2026-05-08 | |
| 2026-03-31 | $1,558,612 | 2,200 | Call | Defined | 2026-05-08 | |
| 2026-03-31 | $5,951,064 | 8,400 | Put | Defined | 2026-05-08 | |
| 2025-12-31 | $6,028,883 | 10,524 | Shares | Defined | 2026-02-09 | |
| 2025-12-31 | $28,643,500 | 50,000 | Call | Defined | 2026-02-09 | |
| 2025-09-30 | $4,294,350 | 9,000 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $13,585,414 | 28,472 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $5,964,375 | 12,500 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $6,816,579 | 17,559 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,813,570 | 5,499 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $8,934,053 | 24,628 | Shares | Defined | 2025-02-27 | |
| 2024-09-30 | $9,553,497 | 24,426 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $7,841,174 | 23,540 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $12,401,456 | 33,844 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,755,009 | 12,700 | Call | Defined | 2024-05-06 | |
| 2023-12-31 | $12,477,274 | 42,200 | Shares | Defined | 2024-05-06 | |
| 2023-09-30 | $4,449,900 | 16,300 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $7,007,637 | 25,669 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $4,968,600 | 18,200 | Call | Defined | 2023-11-14 | |
| 2023-06-30 | $2,703,597 | 10,988 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $3,051,020 | 12,400 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $3,124,835 | 12,700 | Call | Defined | 2023-08-14 | |
| 2023-03-31 | $16,568,016 | 72,400 | Put | Defined | 2023-05-15 | |
| 2023-03-31 | $2,026,149 | 8,854 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $14,348,268 | 62,700 | Call | Defined | 2023-05-15 | |
| 2022-12-31 | $21,560,400 | 90,000 | Put | Defined | 2023-09-21 | |
| 2022-12-31 | $21,560,400 | 90,000 | Call | Defined | 2023-09-21 | |
| 2022-12-31 | $17,631,616 | 73,600 | Shares | Defined | 2023-09-21 | |
| No filing history on record for this holder in this stock. | ||||||