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Livermore
Livermore
ZHEN

Accel Wealth Management

SEC CIK
0001838226
Latest filing
Jul 10, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Accel Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overviewAll 13F holders of CATFull Q2 2026 holdings

Shares (Q2 2026)
1,705
Value
$1.82M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of CAT by Accel Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,705$1.82M0.4%+84+5.2%AddedHolders
Q1 20261,621$1.15M0.3%+95+6.2%AddedHolders
Q4 20251,526$874.3K0.2%+193+14.5%AddedHolders
Q3 20251,333$635.9K0.2%+2+0.2%AddedHolders
Q2 20251,331$516.6K0.2%+191+16.8%AddedHolders
Q1 20251,140$376.0K0.1%+119+11.7%AddedHolders
Q4 20241,021$370.5K0.1%−46−4.3%ReducedHolders
Q3 20241,067$417.3K0.2%−40−3.6%ReducedHolders
Q2 20241,107$368.8K0.1%+112+11.3%AddedHolders
Q1 2024995$364.6K0.2%+72+7.8%AddedHolders
Q4 2023923$272.8K0.1%+42+4.8%AddedHolders
Q3 2023881$240.4K0.1%−6−0.7%ReducedHolders
Q2 2023887$218.2K0.1%+295+49.8%AddedHolders
Q1 2023592$135.5K0.1%−147−19.9%ReducedHolders
Q4 2022739$177.0K0.1%+200+37.1%AddedHolders
Q3 2022539$97.0K0.1%−198−26.9%ReducedHolders
Q2 2022737$128.0K0.1%+3+0.4%AddedHolders
Q1 2022734$161.0K0.1%+2+0.3%AddedHolders
Q4 2021732$151.0K0.1%+16+2.2%AddedHolders
Q3 2021716$138.0K0.1%−11−1.5%ReducedHolders
Q2 2021727$158.0K0.1%−98−11.9%ReducedHolders
Q1 2021825$191.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.