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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
Q2 		$696K Buy
653
+158
+32% +$139K 0.16% 67
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Safeguard Investment Advisory Group's CAT Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its Caterpillar (CAT) stake by 32% in Q2 2026, buying an estimated $139K and bringing the position to 653 shares worth $696K. The position accounts for 0.16% of the portfolio, ranked #67.

Safeguard Investment Advisory Group first reported a position in CAT in Q4 2020 and has held it in 6 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Safeguard Investment Advisory Group held 653 shares of Caterpillar worth $696K as of Q2 2026.
  • Safeguard Investment Advisory Group bought 158 Caterpillar shares in Q2 2026, an estimated $139K.
  • Caterpillar made up 0.16% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #67 holding.
  • Safeguard Investment Advisory Group first reported a position in Caterpillar in Q4 2020 and has held it in 6 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.