Shelter Mutual Insurance’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Hold |
30,780
| – | – | 2.77% | 14 |
|
|
2025
Q1 | $10.2M | Hold |
30,780
| – | – | 2.45% | 18 |
|
|
2024
Q4 | $11.2M | Hold |
30,780
| – | – | 2.78% | 10 |
|
|
2024
Q3 | $12.6M | Hold |
30,780
| – | – | 3% | 8 |
|
|
2024
Q2 | $10.3M | Hold |
30,780
| – | – | 2.67% | 13 |
|
|
2024
Q1 | $11.3M | Hold |
30,780
| – | – | 2.91% | 9 |
|
|
2023
Q4 | $9.1M | Sell |
30,780
-3,420
| -10% | -$1.01M | 2.51% | 15 |
|
|
2023
Q3 | $9.34M | Hold |
34,200
| – | – | 2.6% | 15 |
|
|
2023
Q2 | $8.41M | Hold |
34,200
| – | – | 2.04% | 21 |
|
|
2023
Q1 | $7.83M | Hold |
34,200
| – | – | 2.18% | 20 |
|
|
2022
Q4 | $8.19M | Hold |
34,200
| – | – | 2.35% | 18 |
|
|
2022
Q3 | $5.61M | Hold |
34,200
| – | – | 1.82% | 27 |
|
|
2022
Q2 | $6.11M | Hold |
34,200
| – | – | 1.85% | 27 |
|
|
2022
Q1 | $7.62M | Hold |
34,200
| – | – | 2% | 21 |
|
|
2021
Q4 | $7.07M | Hold |
34,200
| – | – | 1.83% | 26 |
|
|
2021
Q3 | $6.57M | Hold |
34,200
| – | – | 1.85% | 24 |
|
|
2021
Q2 | $7.44M | Hold |
34,200
| – | – | 2.08% | 21 |
|
|
2021
Q1 | $7.93M | Hold |
34,200
| – | – | 2.23% | 19 |
|
|
2020
Q4 | $6.23M | Sell |
34,200
-21,000
| -38% | -$3.82M | 1.95% | 20 |
|
|
2020
Q3 | $8.23M | Hold |
55,200
| – | – | 2.82% | 13 |
|
|
2020
Q2 | $6.98M | Sell |
55,200
-8,500
| -13% | -$1.08M | 2.61% | 14 |
|
|
2020
Q1 | $7.39M | Hold |
63,700
| – | – | 3.1% | 12 |
|
|
2019
Q4 | $9.41M | Hold |
63,700
| – | – | 3.19% | 10 |
|
|
2019
Q3 | $8.05M | Hold |
63,700
| – | – | 2.35% | 15 |
|
|
2019
Q2 | $8.68M | Sell |
63,700
-6,100
| -9% | -$831K | 2.48% | 12 |
|
|
2019
Q1 | $9.46M | Hold |
69,800
| – | – | 2.79% | 13 |
|
|
2018
Q4 | $8.87M | Hold |
69,800
| – | – | 2.84% | 12 |
|
|
2018
Q3 | $10.6M | Hold |
69,800
| – | – | 2.98% | 9 |
|
|
2018
Q2 | $9.47M | Sell |
69,800
-7,800
| -10% | -$1.06M | 2.81% | 10 |
|
|
2018
Q1 | $11.4M | Sell |
77,600
-8,600
| -10% | -$1.27M | 3.42% | 6 |
|
|
2017
Q4 | $13.6M | Hold |
86,200
| – | – | 4.05% | 3 |
|
|
2017
Q3 | $10.8M | Sell |
86,200
-8,100
| -9% | -$1.01M | 3.35% | 6 |
|
|
2017
Q2 | $10.1M | Hold |
94,300
| – | – | 3.11% | 9 |
|
|
2017
Q1 | $8.75M | Hold |
94,300
| – | – | 2.68% | 19 |
|
|
2016
Q4 | $8.75M | Hold |
94,300
| – | – | 2.69% | 19 |
|
|
2016
Q3 | $8.37M | Hold |
94,300
| – | – | 2.59% | 20 |
|
|
2016
Q2 | $7.15M | Hold |
94,300
| – | – | 2.17% | 22 |
|
|
2016
Q1 | $7.22M | Hold |
94,300
| – | – | 2.22% | 22 |
|
|
2015
Q4 | $6.41M | Hold |
94,300
| – | – | 1.99% | 27 |
|
|
2015
Q3 | $6.16M | Hold |
94,300
| – | – | 2.02% | 25 |
|
|
2015
Q2 | $8M | Hold |
94,300
| – | – | 2.41% | 20 |
|
|
2015
Q1 | $7.55M | Hold |
94,300
| – | – | 2.36% | 23 |
|
|
2014
Q4 | $8.63M | Hold |
94,300
| – | – | 2.32% | 19 |
|
|
2014
Q3 | $9.34M | Hold |
94,300
| – | – | 2.57% | 17 |
|
|
2014
Q2 | $10.3M | Hold |
94,300
| – | – | 2.8% | 15 |
|
|
2014
Q1 | $9.37M | Hold |
94,300
| – | – | 2.58% | 14 |
|
|
2013
Q4 | $8.56M | Hold |
94,300
| – | – | 2.27% | 18 |
|
|
2013
Q3 | $7.87M | Hold |
94,300
| – | – | 2.25% | 18 |
|
|
2013
Q2 | $7.78M | Buy |
+94,300
| New | +$7.78M | 2.3% | 16 |
|