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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
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SageGuard Financial Group's CAT Position: Q2 2026 in Review

SageGuard Financial Group reduced its Caterpillar (CAT) stake by 2.8% in Q2 2026, selling an estimated $370K and leaving 14,886 shares worth $15.9M. The position accounts for 2.23% of the portfolio, ranked #9.

SageGuard Financial Group first reported a position in CAT in Q4 2020 and has held it in 7 quarters since. 2,666 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • SageGuard Financial Group held 14,886 shares of Caterpillar worth $15.9M as of Q2 2026.
  • SageGuard Financial Group sold 421 Caterpillar shares in Q2 2026, an estimated $370K.
  • Caterpillar made up 2.23% of SageGuard Financial Group's portfolio in Q2 2026, its #9 holding.
  • SageGuard Financial Group first reported a position in Caterpillar in Q4 2020 and has held it in 7 quarters since.
  • 2,666 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.