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StocksUpdated•Originally published 21 April 2026•Updated 22 April 2026•

1 min read

SageGuard Financial Group Boosts Stakes in Costco and Caterpillar Amid Portfolio Rebalancing

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Key Facts

1SageGuard Financial Group invested $13.4 million in Costco Wholesale Corp, making it their 14th largest position.

2The firm acquired an $8.79 million stake in Caterpillar Inc. (CAT).

about 1 month ago

Version History

1 additional source confirmed this story

Version 1about 1 month ago

What changed: Added specific institutional buying data from Evergreen Capital and Belpointe Asset Management for CAT, WFC, TJX, and DRI, including percentage increases and share counts.

SageGuard Financial Group LLC executed significant acquisitions in the fourth quarter, investing $13.4 million in Costco Wholesale Corp and establishing a position in Caterpillar Inc. Joining this institutional momentum, Evergreen Capital Management LLC aggressively raised its stake in Caterpillar by 64.6% to 7,787 shares. Evergreen also significantly expanded its footprint in the financial and retail sectors, increasing its position in Wells Fargo (WFC) by 77.6% through the purchase of 26,394 additional shares, and boosting its TJX holdings by 51.4%. Furthermore, Belpointe Asset Management LLC showed strong conviction in the consumer discretionary space by increasing its stake in Darden Restaurants (DRI) by 193.3%. These strategic moves by multiple asset managers signal a robust accumulation of blue-chip stocks across the industrial, financial, and retail industries. The increased institutional activity follows positive earnings trends and favorable analyst sentiment for these core holdings.