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ICON ADVISERS INC/CO

Position in CAT — Caterpillar Inc

CIK 1058470 GREENWOOD VILLAGE, CO

Position in CAT

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$26,622
+$12,301 QoQ
Shares Held
25
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,989
of 4,051 holders
Holding Since
Mar 2022
10 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

ICON ADVISERS INC/CO holds $6,274,984 across 3 Farm & Heavy Construction Machinery names. CAT ranks #3 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 CAT
Caterpillar Inc
This page
25 $26,622

All Filings in CAT

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10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $26,622 25
2025-12-31 $14,321 25
2025-09-30 $11,928 25
2025-06-30 $9,705 25
2024-12-31 $9,069 25
2024-06-30 $8,327 25
2022-12-31 $2,401,589 10,025
2022-09-30 $3,285,702 20,025
2022-06-30 $3,579,669 20,025
2022-03-31 $1,676,720 7,525