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Calamos Advisors LLC

Position in CAT — Caterpillar Inc

CIK 1316507 NAPERVILLE, IL

Position in CAT

as of Jun 30, 2026 · filed Jul 31, 2026
Position Value
$160,012,938
+$64,595,420 QoQ
Shares Held
150,261
+11.6% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#178
of 4,045 holders
Holding Since
Mar 2020
26 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

Calamos Advisors LLC holds $209,276,742 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (76.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page
150,261 $160,012,938

All Filings in CAT

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $160,012,938 150,261
2026-03-31 $95,417,518 134,683
2025-12-31 $54,826,523 95,705
2025-09-30 $47,486,922 99,522
2025-06-30 $55,620,787 143,275
2025-03-31 $47,250,116 143,269
2024-12-31 $51,379,149 141,634
2024-09-30 $55,395,890 141,634
2024-06-30 $48,352,462 145,159
2024-03-31 $55,131,592 150,456
2023-12-31 $45,603,845 154,239
2023-09-30 $42,657,069 156,253
2023-06-30 $38,446,050 156,253
2023-03-31 $35,756,936 156,253
2022-12-31 $42,110,096 175,781
2022-09-30 $33,939,948 206,850
2022-06-30 $36,987,410 206,911
2022-03-31 $44,869,486 201,371
2021-12-31 $36,077,577 174,507
2021-09-30 $42,361,635 220,668
2021-06-30 $45,413,940 208,675
2021-03-31 $45,525,123 196,339
2020-12-31 $33,754,334 185,443
2020-09-30 $27,162,750 182,117
2020-06-30 $17,496,088 138,309
2020-03-31 $17,068,671 147,093