Shelton Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21.9M | Buy |
30,879
+2,527
| +9% | +$1.75M | 0.48% | 49 |
|
|
2025
Q4 | $16.2M | Sell |
28,352
-14,417
| -34% | -$8.01M | 0.32% | 77 |
|
|
2025
Q3 | $20.4M | Buy |
42,769
+324
| +0.8% | +$138K | 0.44% | 52 |
|
|
2025
Q2 | $16.5M | Buy |
42,445
+7,422
| +21% | +$2.47M | 0.38% | 59 |
|
|
2025
Q1 | $11.6M | Buy |
35,023
+858
| +3% | +$306K | 0.28% | 96 |
|
|
2024
Q4 | $12.4M | Sell |
34,165
-223
| -0.6% | -$86.5K | 0.31% | 78 |
|
|
2024
Q3 | $13.4M | Buy |
34,388
+693
| +2% | +$239K | 0.35% | 65 |
|
|
2024
Q2 | $11.2M | Sell |
33,695
-221
| -0.7% | -$76.6K | 0.3% | 73 |
|
|
2024
Q1 | $12.4M | Buy |
33,916
+8,946
| +36% | +$2.86M | 0.35% | 65 |
|
|
2023
Q4 | $7.38M | Sell |
24,970
-1,614
| -6% | -$419K | 0.23% | 99 |
|
|
2023
Q3 | $7.26M | Buy |
26,584
+11,668
| +78% | +$3.17M | 0.27% | 92 |
|
|
2023
Q2 | $3.67M | Buy |
14,916
+4,684
| +46% | +$1.04M | 0.13% | 164 |
|
|
2023
Q1 | $2.34M | Buy |
10,232
+3,032
| +42% | +$733K | 0.1% | 198 |
|
|
2022
Q4 | $1.72M | Sell |
7,200
-6,967
| -49% | -$1.52M | 0.18% | 174 |
|
|
2022
Q3 | $2.33M | Sell |
14,167
-158
| -1% | -$28.9K | 0.11% | 183 |
|
|
2022
Q2 | $2.56M | Buy |
14,325
+482
| +3% | +$102K | 0.12% | 185 |
|
|
2022
Q1 | $3.08M | Sell |
13,843
-3,500
| -20% | -$734K | 0.11% | 183 |
|
|
2021
Q4 | $3.58M | Hold |
17,343
| – | – | 0.13% | 172 |
|
|
2021
Q3 | $3.33M | Sell |
17,343
-4,600
| -21% | -$958K | 0.13% | 172 |
|
|
2021
Q2 | $4.78M | Buy |
21,943
+2,200
| +11% | +$508K | 0.18% | 124 |
|
|
2021
Q1 | $4.58M | Sell |
19,743
-3,292
| -14% | -$682K | 0.16% | 131 |
|
|
2020
Q4 | $4.19M | Sell |
23,035
-3,695
| -14% | -$627K | 0.19% | 112 |
|
|
2020
Q3 | $3.99M | Buy |
26,730
+8,487
| +47% | +$1.19M | 0.17% | 139 |
|
|
2020
Q2 | $2.31M | Sell |
18,243
-172
| -0.9% | -$20.4K | 0.13% | 161 |
|
|
2020
Q1 | $2.14M | Hold |
18,415
| – | – | 0.15% | 129 |
|
|
2019
Q4 | $2.72M | Sell |
18,415
-49,479
| -73% | -$6.9M | 0.15% | 133 |
|
|
2019
Q3 | $8.58M | Sell |
67,894
-13,901
| -17% | -$1.77M | 0.51% | 47 |
|
|
2019
Q2 | $11.1M | Buy |
81,795
+71,146
| +668% | +$9.4M | 0.64% | 29 |
|
|
2019
Q1 | $78.6K | Sell |
10,649
-62,245
| -85% | -$8.27M | 0.31% | 66 |
|
|
2018
Q4 | $9.26M | Buy |
72,894
+7,800
| +12% | +$1.01M | 0.63% | 32 |
|
|
2018
Q3 | $9.93M | Buy |
65,094
+7,300
| +13% | +$1.03M | 0.57% | 39 |
|
|
2018
Q2 | $7.84M | Buy |
57,794
+28,860
| +100% | +$4.31M | 0.49% | 43 |
|
|
2018
Q1 | $4.26M | Buy |
28,934
+9,010
| +45% | +$1.42M | 0.28% | 82 |
|
|
2017
Q4 | $3.14M | Hold |
19,924
| – | – | 0.2% | 108 |
|
|
2017
Q3 | $2.48M | Sell |
19,924
-5,900
| -23% | -$679K | 0.17% | 131 |
|
|
2017
Q2 | $2.77M | Sell |
25,824
-336
| -1% | -$34.1K | 0.2% | 115 |
|
|
2017
Q1 | $2.43M | Sell |
26,160
-2,237
| -8% | -$212K | 0.17% | 117 |
|
|
2016
Q4 | $2.63M | Sell |
28,397
-8,905
| -24% | -$807K | 0.2% | 100 |
|
|
2016
Q3 | $3.31M | Buy |
37,302
+902
| +2% | +$73.8K | 0.28% | 72 |
|
|
2016
Q2 | $2.76M | Sell |
36,400
-381
| -1% | -$28.5K | 0.24% | 80 |
|
|
2016
Q1 | $2.81M | Buy |
36,781
+800
| +2% | +$53.7K | 0.25% | 83 |
|
|
2015
Q4 | $2.44M | Sell |
35,981
-550
| -2% | -$38.5K | 0.24% | 91 |
|
|
2015
Q3 | $2.39M | Sell |
36,531
-3,100
| -8% | -$237K | 0.26% | 78 |
|
|
2015
Q2 | $3.36M | Buy |
39,631
+400
| +1% | +$34.4K | 0.35% | 60 |
|
|
2015
Q1 | $3.14M | Buy |
39,231
+600
| +2% | +$49.9K | 0.34% | 60 |
|
|
2014
Q4 | $3.54M | Buy |
38,631
+5,537
| +17% | +$539K | 0.41% | 46 |
|
|
2014
Q3 | $3.28M | Sell |
33,094
-3,100
| -9% | -$329K | 0.44% | 41 |
|
|
2014
Q2 | $3.93M | Hold |
36,194
| – | – | 0.55% | 31 |
|
|
2014
Q1 | $3.6M | Hold |
36,194
| – | – | 0.53% | 36 |
|
|
2013
Q4 | $3.29M | Hold |
36,194
| – | – | 0.5% | 38 |
|
|
2013
Q3 | $3.02M | Sell |
36,194
-400
| -1% | -$33.8K | 0.5% | 36 |
|
|
2013
Q2 | $3.02M | Buy |
+36,594
| New | +$3.11M | 0.55% | 32 |
|
Other funds holding CAT
VCM
VPM
Shelton Capital Management's CAT Position: Q1 2026 in Review
Shelton Capital Management increased its Caterpillar (CAT) stake by 8.9% in Q1 2026, buying an estimated $1.75M and bringing the position to 30,879 shares worth $21.9M. The position accounts for 0.48% of the portfolio, ranked #49.
Shelton Capital Management first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Shelton Capital Management held 30,879 shares of Caterpillar worth $21.9M as of Q1 2026.
- Shelton Capital Management bought 2,527 Caterpillar shares in Q1 2026, an estimated $1.75M.
- Caterpillar made up 0.48% of Shelton Capital Management's portfolio in Q1 2026, its #49 holding.
- Shelton Capital Management first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
- 3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.