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SHELTON CAPITAL MANAGEMENT: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SHELTON CAPITAL MANAGEMENT on CAT, newest first. How the timeline and the estimate are built.

SHELTON CAPITAL MANAGEMENT held 25,395 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,395 shares
    Change vs previous 13F -5,484 shares

    0.5% of the 13F portfolio, value $27,043,610.

    13F-HR 0001999371-26-017998 filed by SHELTON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 30,879 shares
    Change vs previous 13F +2,527 shares

    0.48% of the 13F portfolio, value $21,876,852.

    13F-HR 0001999371-26-010847 filed by SHELTON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 28,352 shares
    Change vs previous 13F -14,417 shares

    0.32% of the 13F portfolio, value $16,242,265.

    13F-HR 0001999371-26-003406 filed by SHELTON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 42,769 shares
    Change vs previous 13F +324 shares

    0.44% of the 13F portfolio, value $20,407,441.

    13F-HR 0001999371-25-017880 filed by SHELTON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 42,445 shares
    Change vs previous 13F +7,422 shares

    0.38% of the 13F portfolio, value $16,477,746.

    13F-HR 0001999371-25-011223 filed by SHELTON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 35,023 shares
    Change vs previous 13F +858 shares

    0.28% of the 13F portfolio, value $11,550,732.

    13F-HR 0001999371-25-006211 filed by SHELTON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 34,165 shares
    Change vs previous 13F -223 shares

    0.31% of the 13F portfolio, value $12,393,695.

    13F-HR 0001839882-25-008781 filed by SHELTON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 34,388 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $13,449,835.

    13F-HR 0001999371-24-014737 filed by SHELTON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).