Stifel Financial Corp

SEC CIK: 0000720672
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

CAT holding history

Caterpillar Inc in every 13F filed by Stifel Financial Corp, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overview All 13F holders of CAT Full Q2 2026 holdings

Shares (Q2 2026): 591,099
Value: $629.5M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of CAT by Stifel Financial Corp, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	591,099	$629.5M	0.5%	+13,703+2.4%	Added	Holders
Q1 2026	577,396	$409.1M	0.4%	−28,086−4.6%	Reduced	Holders
Q4 2025	605,482	$346.9M	0.3%	−7,061−1.2%	Reduced	Holders
Q3 2025	612,543	$292.3M	0.3%	−13,042−2.1%	Reduced	Holders
Q2 2025	625,585	$242.9M	0.2%	+10,997+1.8%	Added	Holders
Q1 2025	614,588	$202.7M	0.2%	−38,437−5.9%	Reduced	Holders
Q4 2024	653,025	$236.9M	0.2%	−12,613−1.9%	Reduced	Holders
Q3 2024	665,638	$260.4M	0.3%	−5,356−0.8%	Reduced	Holders
Q2 2024	670,994	$223.5M	0.3%	+28,120+4.4%	Added	Holders
Q1 2024	642,874	$235.6M	0.3%	−19,885−3.0%	Reduced	Holders
Q4 2023	662,759	$196.0M	0.2%	+19,506+3.0%	Added	Holders
Q3 2023	643,253	$175.6M	0.2%	+5,494+0.9%	Added	Holders
Q2 2023	637,759	$156.9M	0.2%	+2,002+0.3%	Added	Holders
Q1 2023	635,757	$145.5M	0.2%	−17,678−2.7%	Reduced	Holders
Q4 2022	653,435	$156.5M	0.2%	+12,468+1.9%	Added	Holders
Q3 2022	640,967	$105.2M	0.2%	−11,416−1.7%	Reduced	Holders
Q2 2022	652,383	$116.6M	0.2%	−19,116−2.8%	Reduced	Holders
Q1 2022	671,499	$149.6M	0.2%	+93,678+16.2%	Added	Holders
Q4 2021	577,821	$119.5M	0.2%	+59,713+11.5%	Added	Holders
Q3 2021	518,108	$99.5M	0.1%	+30,018+6.2%	Added	Holders
Q2 2021	488,090	$106.2M	0.2%	+3,944+0.8%	Added	Holders
Q1 2021	484,146	$112.3M	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.