AWM
CAT icon

Accel Wealth Management’s Caterpillar CAT Stock Holding History

Accel Wealth Management’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.82M Buy
1,705
+84
+5% +$73.8K 0.41% 62
2026
Q1 		$1.15M Buy
1,621
+95
+6% +$65.8K 0.3% 84
2025
Q4 		$874K Buy
1,526
+193
+14% +$107K 0.24% 99
2025
Q3 		$636K Buy
1,333
+2
+0.2% +$854 0.19% 122
2025
Q2 		$517K Buy
1,331
+191
+17% +$63.7K 0.17% 133
2025
Q1 		$376K Buy
1,140
+119
+12% +$42.4K 0.14% 155
2024
Q4 		$371K Sell
1,021
-46
-4% -$17.8K 0.14% 157
2024
Q3 		$417K Sell
1,067
-40
-4% -$13.8K 0.16% 145
2024
Q2 		$369K Buy
1,107
+112
+11% +$38.8K 0.15% 145
2024
Q1 		$365K Buy
995
+72
+8% +$23K 0.15% 137
2023
Q4 		$273K Buy
923
+42
+5% +$10.9K 0.14% 150
2023
Q3 		$240K Sell
881
-6
-0.7% -$1.63K 0.13% 145
2023
Q2 		$218K Buy
887
+295
+50% +$65.8K 0.12% 153
2023
Q1 		$135K Sell
592
-147
-20% -$35.5K 0.06% 274
2022
Q4 		$177K Buy
739
+200
+37% +$43.5K 0.08% 169
2022
Q3 		$97K Sell
539
-198
-27% -$36.2K 0.05% 256
2022
Q2 		$128K Buy
737
+3
+0.4% +$632 0.07% 202
2022
Q1 		$161K Buy
734
+2
+0.3% +$419 0.08% 185
2021
Q4 		$151K Buy
732
+16
+2% +$3.22K 0.07% 197
2021
Q3 		$138K Sell
716
-11
-2% -$2.29K 0.09% 177
2021
Q2 		$158K Sell
727
-98
-12% -$22.6K 0.1% 179
2021
Q1 		$191K Buy
825
+16
+2% +$3.31K 0.15% 137
2020
Q4 		$147K Buy
+809
New +$137K 0.14% 154

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Accel Wealth Management's CAT Position: Q2 2026 in Review

Accel Wealth Management increased its Caterpillar (CAT) stake by 5.2% in Q2 2026, buying an estimated $73.8K and bringing the position to 1,705 shares worth $1.82M. The position accounts for 0.41% of the portfolio, ranked #62.

Accel Wealth Management first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. 1,225 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Accel Wealth Management held 1,705 shares of Caterpillar worth $1.82M as of Q2 2026.
  • Accel Wealth Management bought 84 Caterpillar shares in Q2 2026, an estimated $73.8K.
  • Caterpillar made up 0.41% of Accel Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Accel Wealth Management first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
  • 1,225 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.