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Caterpillar shares owned by SageGuard Financial Group

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by SageGuard Financial Group from 13F filings

Historical chart of SageGuard Financial Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by SageGuard Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by SageGuard Financial Group

Quarter filed Position value Share count Share price at filing
2021-09-30 $333k 1.7k 192.15
2021-06-30 $3.5M 16k 217.63
2021-03-31 $2.9M 13k 231.95
2020-12-31 $1.0M 5.6k 181.54

More positions owned by SageGuard Financial Group

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Communication (XLC)
Caterpillar (CAT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Amazon (AMZN)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Schwab Strategic Tr Us Tips Etf (SCHP)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for SageGuard Financial Group

Top funds holding Caterpillar

Vanguard Group
State Farm Mutual Automobile Insurance Company
Fisher Investments
Bill & Melinda Gates Foundation Trust
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Goldman Sachs Group
Charles Schwab Investment Management
Amundi
Dimensional Fund Advisors
Royal Bank of Canada
Ubs Global Asset Management Americas

View all funds holding Caterpillar