Accel Wealth Management
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
Q3 		$1.37M Sell
1,694
-11
-0.6% -$9.33K 0.3% 77
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

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Accel Wealth Management's CAT Position: Q3 2026 in Review

Accel Wealth Management reduced its Caterpillar (CAT) stake by 0.65% in Q3 2026, selling an estimated $9.33K and leaving 1,694 shares worth $1.37M. The position accounts for 0.3% of the portfolio, ranked #77.

Accel Wealth Management first reported a position in CAT in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.82M in Q2 2026. 1,535 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Accel Wealth Management held 1,694 shares of Caterpillar worth $1.37M as of Q3 2026.
  • Accel Wealth Management sold 11 Caterpillar shares in Q3 2026, an estimated $9.33K.
  • Caterpillar made up 0.3% of Accel Wealth Management's portfolio in Q3 2026, its #77 holding.
  • Accel Wealth Management first reported a position in Caterpillar in Q4 2020 and has held it in 24 quarters since.
  • Accel Wealth Management's Caterpillar position peaked at $1.82M in Q2 2026.
  • 1,535 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.