SFG
CAT icon

SageGuard Financial Group’s Caterpillar CAT Stock Holding History

SageGuard Financial 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
Q3 		$13.4M Buy
16,541
+1,655
+11% +$1.4M 1.86% 10
2026
Q2 		$15.9M Sell
14,886
-421
-3% -$370K 2.23% 9
2026
Q1 		$10.8M Sell
15,307
-43
-0.3% -$29.8K 1.68% 20
2025
Q4 		$8.79M Buy
+15,350
New +$8.53M 1.4% 25
2021
Q3 		$333K Sell
1,733
-14,538
-89% -$3.03M 5.22% 7
2021
Q2 		$3.54M Buy
16,271
+3,678
+29% +$849K 1.61% 16
2021
Q1 		$2.92M Buy
12,593
+6,969
+124% +$1.44M 1.36% 18
2020
Q4 		$1.02M Buy
+5,624
New +$954K 0.49% 54

Other funds holding CAT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

SageGuard Financial Group's CAT Position: Q3 2026 in Review

SageGuard Financial Group increased its Caterpillar (CAT) stake by 11% in Q3 2026, buying an estimated $1.4M and bringing the position to 16,541 shares worth $13.4M. The position accounts for 1.86% of the portfolio, ranked #10.

SageGuard Financial Group first reported a position in CAT in Q4 2020 and has held it in 8 quarters since. The position peaked at $15.9M in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • SageGuard Financial Group held 16,541 shares of Caterpillar worth $13.4M as of Q3 2026.
  • SageGuard Financial Group bought 1,655 Caterpillar shares in Q3 2026, an estimated $1.4M.
  • Caterpillar made up 1.86% of SageGuard Financial Group's portfolio in Q3 2026, its #10 holding.
  • SageGuard Financial Group first reported a position in Caterpillar in Q4 2020 and has held it in 8 quarters since.
  • SageGuard Financial Group's Caterpillar position peaked at $15.9M in Q2 2026.
  • 3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on SageGuard Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.