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Safeguard Investment Advisory Group’s Caterpillar CAT Stock Holding History

Safeguard Investment Advisory Group’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
2026
Q1 		$351K Sell
495
-22
-4% -$15.2K 0.1% 85
2025
Q4 		$296K Sell
517
-94
-15% -$52.2K 0.08% 101
2025
Q3 		$292K Sell
611
-25
-4% -$10.7K 0.07% 107
2025
Q2 		$246K Buy
+636
New +$212K 0.06% 116
2021
Q1 		– Sell
-424
Closed -$77K – 175
2020
Q4 		$77K Buy
+424
New +$71.9K 0.07% 149

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Safeguard Investment Advisory Group's CAT Position: Q1 2026 in Review

Safeguard Investment Advisory Group reduced its Caterpillar (CAT) stake by 4.3% in Q1 2026, selling an estimated $15.2K and leaving 495 shares worth $351K. The position accounts for 0.1% of the portfolio, ranked #85.

Safeguard Investment Advisory Group first reported a position in CAT in Q4 2020 and has held it in 5 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Safeguard Investment Advisory Group held 495 shares of Caterpillar worth $351K as of Q1 2026.
  • Safeguard Investment Advisory Group sold 22 Caterpillar shares in Q1 2026, an estimated $15.2K.
  • Caterpillar made up 0.1% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #85 holding.
  • Safeguard Investment Advisory Group first reported a position in Caterpillar in Q4 2020 and has held it in 5 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.