Safeguard Financial’s Caterpillar CAT Stock Holding History

Safeguard Financial’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-549	Closed	-$215K	–	119
2024 Q3	$215K	Buy	+549	New	+$190K	0.05%	115

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Safeguard Financial's CAT Position: Q4 2024 in Review

Safeguard Financial sold out of Caterpillar (CAT) in Q4 2024, closing a stake of 549 shares — an estimated $215K sold.

Safeguard Financial first reported a position in CAT in Q3 2024 and held it in 1 quarter. The position peaked at $215K in Q3 2024. 3,001 funds tracked by Wall St. Rank hold CAT as of Q4 2024.

Safeguard Financial reported no remaining Caterpillar position as of Q4 2024 after selling out during the quarter.
Safeguard Financial sold 549 Caterpillar shares in Q4 2024, an estimated $215K.
Safeguard Financial first reported a position in Caterpillar in Q3 2024 and held it in 1 quarter.
Safeguard Financial's Caterpillar position peaked at $215K in Q3 2024.
3,001 funds tracked by Wall St. Rank held Caterpillar as of Q4 2024.

Based on Safeguard Financial's 13F filing for Q4 2024, filed 14 Jan 2025.