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
2025 Q2	$246K	Buy
2021 Q1	–	Sell
2020 Q4	$77K	Buy