Caterpillar Inc.
IT ˙ BIT ˙ US1491231015
803,40 € ↓ -1,20 (-0,15%)
2026-06-04
DEL PRIS
SecurityIT:1CAT / Caterpillar Inc.
InstitutionAccel Wealth Management
Latest Disclosed Ownership1,621 shares
Latest Disclosed Value $ 1,148,363
Accel Wealth Management reports 6.23% increase in ownership of 1CAT / Caterpillar Inc.

On April 8, 2026 - Accel Wealth Management filed a 13F-HR form disclosing ownership of 1,621 shares of Caterpillar Inc. (IT:1CAT) valued at $959,632 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 1,526 shares of Caterpillar Inc.. This represents a change in shares of 6.23% during the quarter. The current value of the position is $1,302,311 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-08 2026-03-31 13F CATERPILLAR COM 149123101 1,621 95 6.23 1,148 31.35 0.2996
2026-01-20 2025-12-31 13F CATERPILLAR COM 149123101 1,526 193 14.48 874 37.64 0.2391
2025-10-08 2025-09-30 13F CATERPILLAR COM 149123101 1,333 2 0.15 636 23.06 0.1850
2025-07-22 2025-06-30 13F CATERPILLAR COM 149123101 1,331 191 16.75 517 37.60 0.1724
2025-04-10 2025-03-31 13F CATERPILLAR COM 149123101 1,140 119 11.66 376 1.35 0.1359
2025-01-21 2024-12-31 13F CATERPILLAR COM 149123101 1,021 -46 -4.31 371 -11.27 0.1405
2024-10-15 2024-09-30 13F CATERPILLAR COM 149123101 1,067 -40 -3.61 417 13.32 0.1554
2024-07-12 2024-06-30 13F CATERPILLAR COM 149123101 1,107 112 11.26 369 1.10 0.1476
2024-04-19 2024-03-31 13F CATERPILLAR COM 149123101 995 72 7.80 365 33.82 0.1547
2024-01-18 2023-12-31 13F CATERPILLAR COM 149123101 923 42 4.77 273 13.33 0.1370
2023-10-19 2023-09-30 13F CATERPILLAR COM 149123101 881 -6 -0.68 240 10.09 0.1339
2023-07-24 2023-06-30 13F CATERPILLAR COM 149123101 887 295 49.83 218 61.48 0.1201
2023-04-20 2023-03-31 13F CATERPILLAR INC COM COM 149123101 592 -147 -19.89 135 -23.73 0.0554
2023-01-26 2022-12-31 13F CATERPILLAR INC COM COM 149123101 739 200 37.11 177 82.47 0.0847
2022-10-12 2022-09-30 13F CATERPILLAR INC COM COM 149123101 539 -198 -26.87 97 -24.22 0.0518
2022-08-03 2022-06-30 13F CATERPILLAR INC COM COM 149123101 737 3 0.41 128 -20.50 0.0735
2022-04-29 2022-03-31 13F CATERPILLAR INC COM COM 149123101 734 2 0.27 161 6.62 0.0832
2022-01-18 2021-12-31 13F CATERPILLAR INC COM COM 149123101 732 16 2.23 151 9.42 0.0740
2021-11-04 2021-09-30 13F CATERPILLAR INC COM COM 149123101 716 -11 -1.51 138 -12.66 0.0892
2021-08-03 2021-06-30 13F CATERPILLAR INC COM COM 149123101 727 -98 -11.88 158 -17.28 0.1047
2021-05-10 2021-03-31 13F CATERPILLAR INC COM COM 149123101 825 16 1.98 191 29.93 0.1548
2021-01-27 2020-12-31 13F CATERPILLAR INC COM COM 149123101 809 809 147 0.1369
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.