Accel Wealth Management Caterpillar Inc Transaction History

Accel Wealth Management

  • $328 Million
  • Q3 2025

A detailed history of Accel Wealth Management transactions in Caterpillar Inc stock. As of the latest transaction made, Accel Wealth Management holds 1,333 shares of CAT stock, worth $777,338. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,333
Previous 1,331 0.15%
Holding current value
$777,338
Previous $516,000 23.26%
% of portfolio
0.19%
Previous 0.18%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025
BUY
$390.92 - $477.15 $781 - $954
2 Added 0.15%
1,333 $636,000
Q2 2025

Jul 21, 2025
BUY
$273.94 - $388.21 $52,322 - $74,148
191 Added 16.75%
1,331 $516,000
Q1 2025

Apr 10, 2025
BUY
$326.75 - $407.63 $38,883 - $48,507
119 Added 11.66%
1,140 $375,000
Q4 2024

Jan 21, 2025
SELL
$360.37 - $416.88 $16,577 - $19,176
-46 Reduced 4.31%
1,021 $370,000
Q3 2024

Oct 15, 2024
SELL
$316.8 - $391.12 $12,672 - $15,644
-40 Reduced 3.61%
1,067 $417,000
Q2 2024

Jul 12, 2024
BUY
$321.47 - $379.3 $36,004 - $42,481
112 Added 11.26%
1,107 $368,000
Q1 2024

Apr 19, 2024
BUY
$278.63 - $366.43 $20,061 - $26,382
72 Added 7.8%
995 $364,000
Q4 2023

Jan 18, 2024
BUY
$226.05 - $298.12 $9,494 - $12,521
42 Added 4.77%
923 $272,000
Q3 2023

Oct 19, 2023
SELL
$240.58 - $288.65 $1,443 - $1,731
-6 Reduced 0.68%
881 $240,000
Q2 2023

Jul 24, 2023
BUY
$205.75 - $247.67 $60,696 - $73,062
295 Added 49.83%
887 $218,000
Q1 2023

Apr 20, 2023
SELL
$215.01 - $264.54 $31,606 - $38,887
-147 Reduced 19.89%
592 $135,000
Q4 2022

Jan 26, 2023
BUY
$171.23 - $243.14 $34,246 - $48,628
200 Added 37.11%
739 $0
Q3 2022

Oct 12, 2022
SELL
$162.44 - $198.25 $32,163 - $39,253
-198 Reduced 26.87%
539 $97,000
Q2 2022

Aug 03, 2022
BUY
$178.67 - $235.08 $536 - $705
3 Added 0.41%
737 $128,000
Q1 2022

Apr 29, 2022
BUY
$182.83 - $229.87 $365 - $459
2 Added 0.27%
734 $161,000
Q4 2021

Jan 18, 2022
BUY
$188.94 - $214.25 $3,023 - $3,428
16 Added 2.23%
732 $151,000
Q3 2021

Nov 04, 2021
SELL
$189.84 - $221.66 $2,088 - $2,438
-11 Reduced 1.51%
716 $138,000
Q2 2021

Aug 03, 2021
SELL
$208.86 - $244.79 $20,468 - $23,989
-98 Reduced 11.88%
727 $158,000
Q1 2021

May 10, 2021
BUY
$180.63 - $233.63 $2,890 - $3,738
16 Added 1.98%
825 $191,000
Q4 2020

Jan 27, 2021
BUY
$146.71 - $182.21 $118,688 - $147,407
809 New
809 $147,000

Others Institutions Holding CAT

# of Institutions
3,518
Shares Held
338M
Call Options Held
6.65M
Put Options Held
7.18M
View Full List

About CATERPILLAR INC

CAT Quotes by TradingView
  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $308B
  • Description
  • Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, and industrial gas turbines worldwide. Its Construction Industries segment offers asphalt pavers, backhoe loaders, compactors, cold planers, compact track and multi-terrain loaders, excavators, motorgraders, pipelayers, road reclaimers, sit...
More about CAT
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