Shelton Wealth Management’s Caterpillar CAT Stock Holding History

Shelton Wealth Management’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$317K	Sell	298 -4	-1%	-$3.51K	0.12%	108
2026 Q1	$214K	Sell	302 -112	-27%	-$77.6K	0.09%	120
2025 Q4	$237K	Buy	+414	New	+$230K	0.1%	119
2024 Q3	–	Sell	-892	Closed	-$297K	–	131
2024 Q2	$297K	Sell	892 -1,620	-64%	-$562K	0.17%	111
2024 Q1	$921K	Buy	2,512 +670	+36%	+$214K	0.58%	38
2023 Q4	$545K	Buy	+1,842	New	+$478K	0.39%	53

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Shelton Wealth Management's CAT Position: Q2 2026 in Review

Shelton Wealth Management reduced its Caterpillar (CAT) stake by 1.3% in Q2 2026, selling an estimated $3.51K and leaving 298 shares worth $317K. The position accounts for 0.12% of the portfolio, ranked #108.

Shelton Wealth Management first reported a position in CAT in Q4 2023 and has held it in 6 quarters since. The position peaked at $921K in Q1 2024. 761 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Shelton Wealth Management held 298 shares of Caterpillar worth $317K as of Q2 2026.
Shelton Wealth Management sold 4 Caterpillar shares in Q2 2026, an estimated $3.51K.
Caterpillar made up 0.12% of Shelton Wealth Management's portfolio in Q2 2026, its #108 holding.
Shelton Wealth Management first reported a position in Caterpillar in Q4 2023 and has held it in 6 quarters since.
Shelton Wealth Management's Caterpillar position peaked at $921K in Q1 2024.
761 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.