Caterpillar shares owned by Accel Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Accel Wealth Management
from 13F filings
Historical chart of Accel Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Accel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $636k | 1.3k | 477.03 |
| 2025-06-30 | $517k | 1.3k | 388.11 |
| 2025-03-31 | $376k | 1.1k | 329.81 |
| 2024-12-31 | $371k | 1.0k | 362.92 |
| 2024-09-30 | $417k | 1.1k | 391.10 |
| 2024-06-30 | $369k | 1.1k | 333.14 |
| 2024-03-31 | $365k | 995 | 366.45 |
| 2023-12-31 | $273k | 923 | 295.56 |
| 2023-09-30 | $240k | 881 | 272.90 |
| 2023-06-30 | $218k | 887 | 246.04 |
| 2023-03-31 | $136k | 592 | 228.81 |
| 2022-12-31 | $177k | 739 | 239.51 |
| 2022-09-30 | $97k | 539 | 179.96 |
| 2022-06-30 | $128k | 737 | 173.68 |
| 2022-03-31 | $161k | 734 | 219.35 |
| 2021-12-31 | $151k | 732 | 206.28 |
| 2021-09-30 | $138k | 716 | 192.74 |
| 2021-06-30 | $158k | 727 | 217.33 |
| 2021-03-31 | $191k | 825 | 231.52 |
| 2020-12-31 | $147k | 809 | 181.71 |