Back to SHELTON CAPITAL MANAGEMENT

CAT
Showing 8 of 30 quarters

Position history for SHELTON CAPITAL MANAGEMENT's holdings in CATERPILLAR INC

SHELTON CAPITAL MANAGEMENT holds 30,879 shares of CAT (CATERPILLAR INC), worth $21.9M as of 2026-Q1. The position was increased (+8.9% shares). CAT represents 0.5% of SHELTON CAPITAL MANAGEMENT's portfolio.

Current Value

$21.9M

Current Shares

30,879

Total Value Change

+$10.7M

Total Shares Change

-2,816

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
30,879
+8.9%
$21.9M0.5%$722.18
37
2025-Q4
Decreased
28,352
-33.7%
$16.2M0.3%$576.04
0
2025-Q3
Increased
42,769
+0.8%
$20.4M0.4%$469.16
34
2025-Q2
Increased
42,445
+21.2%
$16.5M0.4%$381.32
40
2025-Q1
Increased
35,023
+2.5%
$11.6M0.3%$325.22
34
2024-Q4
Decreased
34,165
-0.7%
$12.4M0.3%$356.77
0
2024-Q3
Increased
34,388
+2.1%
$13.4M0.3%$382.99
34
2024-Q2
Decreased
33,695
-0.7%
$11.2M0.3%$324.88
0

Other major holders of CAT: VANGUARD GROUP INC, BlackRock, Inc., STATE STREET CORP, VANGUARD CAPITAL MANAGEMENT LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used