SEC 13F Intelligence

Shelter Ins Retirement Plan / CAT

Shelter Ins Retirement Plan’s Caterpillar Inc Position

Does Shelter Ins Retirement Plan own Caterpillar Inc (CAT)? Not currently — the last reported position was 36.6K shares worth $5M in Q2 2019; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$5M
Q2 2019
Shares
36.6K
% of Portfolio
+2.51%
Quarters Held
2
position exited

Position History CAT

Reported value by quarter
Q1 ’19: $5MQ1 ’19Q2 ’19: $5MQ2 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q2 201936.6K$5M+2.51%
Q1 201936.6K$5M+2.56%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Shelter Ins Retirement Plan’s full portfolio or all institutional holders of CAT.