Question 1

How many shares of CAT does SHELTON CAPITAL MANAGEMENT own?

Accepted Answer

As of 2026-Q2, SHELTON CAPITAL MANAGEMENT holds 25,395 shares of CAT (CATERPILLAR INC).

Question 2

What is SHELTON CAPITAL MANAGEMENT's CAT position worth?

Accepted Answer

As of 2026-Q2, SHELTON CAPITAL MANAGEMENT's CAT position is worth $27M.

Question 3

Is SHELTON CAPITAL MANAGEMENT buying or selling CAT?

Accepted Answer

In 2026-Q2, SHELTON CAPITAL MANAGEMENT decreased their CAT position (-17.8% change in shares).

Question 4

When did SHELTON CAPITAL MANAGEMENT first buy CAT?

Accepted Answer

Based on available 13F filings, SHELTON CAPITAL MANAGEMENT first reported a position in CAT in 2024-Q3. They have held the position across 31 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	25,395	-17.8%	$27M	0.5%	$1,062.93	0
2026-Q1	Increased	30,879	+8.9%	$21.9M	0.5%	$705.80	37
2025-Q4	Decreased	28,352	-33.7%	$16.2M	0.3%	$569.39	0
2025-Q3	Increased	42,769	+0.8%	$20.4M	0.4%	$472.89	34
2025-Q2	Increased	42,445	+21.2%	$16.5M	0.4%	$383.34	40
2025-Q1	Increased	35,023	+2.5%	$11.6M	0.3%	$324.10	34
2024-Q4	Decreased	34,165	-0.7%	$12.4M	0.3%	$355.19	0
2024-Q3	Increased	34,388	+2.1%	$13.4M	0.3%	$381.59	34

CATShowing 8 of 31 quarters

CAT
Showing 8 of 31 quarters