SHELTON CAPITAL MANAGEMENT

Position in CAT — Caterpillar Inc

CIK 1002784 Denver, CO

Position in CAT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$27,043,135

+$5,166,599 QoQ

Shares Held

25,395

-17.8% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#483

of 4,045 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

SHELTON CAPITAL MANAGEMENT holds $40,273,177 across 8 Farm & Heavy Construction Machinery names. CAT ranks #1 (67.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	25,395	$27,043,135
2	PCAR	Paccar Inc	58,742	$7,056,089
3	DE	Deere & Co	7,338	$4,654,713
4	TEX	Terex Corp	5,903	$427,318
5	CNH	CNH Industrial N.V.	29,177	$327,657
6	OSK	Oshkosh Corp	2,047	$314,173
7	AGCO	Agco Corp /De	1,945	$232,816
8	FSS	Federal Signal Corp /De/	1,691	$217,276

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,043,135	25,395	-17.8%	Shares	Sole	2026-08-14
2026-03-31	$21,876,536	30,879	+8.9%	Shares	Sole	2026-05-15
2025-12-31	$16,242,010	28,352	-33.7%	Shares	Sole	2026-02-17
2025-09-30	$20,407,228	42,769	+0.8%	Shares	Sole	2025-11-14
2025-06-30	$16,477,573	42,445	+21.2%	Shares	Sole	2025-08-13
2025-03-31	$11,550,585	35,023	+2.5%	Shares	Sole	2025-05-15
2024-12-31	$12,393,695	34,165	-0.6%	Shares	Sole	2025-02-13
2024-09-30	$13,449,834	34,388	+2.1%	Shares	Sole	2024-11-14
2024-06-30	$11,223,804	33,695	-0.7%	Shares	Sole	2024-08-13
2024-03-31	$12,427,839	33,916	+35.8%	Shares	Sole	2024-05-15
2023-12-31	$7,382,879	24,970	-6.1%	Shares	Sole	2024-02-14
2023-09-30	$7,257,432	26,584	+78.2%	Shares	Sole	2023-11-14
2023-06-30	$3,670,081	14,916	+45.8%	Shares	Sole	2023-08-10
2023-03-31	$2,341,490	10,232	+42.1%	Shares	Sole	2023-05-11
2022-12-31	$1,724,832	7,200	-49.2%	Shares	Sole	2023-02-13
2022-09-30	$2,324,521	14,167	-1.1%	Shares	Sole	2022-11-14
2022-06-30	$2,560,737	14,325	+3.5%	Shares	Sole	2022-08-11
2022-03-31	$3,084,497	13,843	-20.2%	Shares	Sole	2022-05-12
2021-12-31	$3,585,491	17,343	0.0%	Shares	Sole	2022-02-11
2021-09-30	$3,329,335	17,343	-21.0%	Shares	Sole	2021-11-15
2021-06-30	$4,775,455	21,943	+11.1%	Shares	Sole	2021-08-12
2021-03-31	$4,577,809	19,743	-14.3%	Shares	Sole	2021-05-14
2020-12-31	$4,192,830	23,035	-13.8%	Shares	Sole	2021-02-16
2020-09-30	$3,986,779	26,730	+46.5%	Shares	Sole	2020-11-09
2020-06-30	$2,307,739	18,243	-0.9%	Shares	Sole	2020-08-12
2020-03-31	$2,136,876	18,415	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.