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Caterpillar shares owned by Safeguard Investment Advisory Group

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Safeguard Investment Advisory Group from 13F filings

Historical chart of Safeguard Investment Advisory Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Safeguard Investment Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Safeguard Investment Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $292k 611 477.73
2025-06-30 $247k 636 387.50
2020-12-31 $77k 424 181.60

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Dimensional Etf Trust Us Small Cap Val (DFSV)
Apple (AAPL)
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Ishares Tr U.s. Med Dvc Etf (IHI)
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Vanguard World Health Car Etf (VHT)
NVIDIA Corporation (NVDA)
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Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Broadcom (AVGO)

View all positions for Safeguard Investment Advisory Group

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar