Mesirow Financial Investment Management, Inc.

Position in CAT — Caterpillar Inc

CIK 1469475 CHICAGO, IL

Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$95,085,985

+$31,367,093 QoQ

Shares Held

89,291

-0.7% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

3.09%

of 13F equity value

Holder Rank

#240

of 4,031 holders

Holding Since

Dec 2023

11 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

Mesirow Financial Investment Management, Inc. holds $97,948,400 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (97.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	89,291	$95,085,985
2	DE	Deere & Co	4,176	$2,648,962
3	PCAR	Paccar Inc	1,777	$213,453

All Filings in CAT

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11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$95,085,985	89,291	-0.7%	Shares	Sole	2026-07-22
2026-03-31	$63,718,892	89,940	-1.3%	Shares	Sole	2026-04-21
2025-12-31	$52,199,914	91,120	-2.5%	Shares	Sole	2026-02-05
2025-09-30	$44,576,784	93,423	-1.6%	Shares	Sole	2025-11-12
2025-06-30	$36,855,104	94,936	-0.7%	Shares	Sole	2025-08-04
2025-03-31	$31,538,114	95,628	-2.1%	Shares	Sole	2025-05-08
2024-12-31	$35,418,435	97,636	-1.2%	Shares	Sole	2025-02-07
2024-09-30	$38,632,095	98,773	-0.3%	Shares	Sole	2024-11-01
2024-06-30	$33,008,544	99,095	+0.6%	Shares	Sole	2024-08-09
2024-03-31	$36,103,248	98,527	+2.9%	Shares	Sole	2024-04-25
2023-12-31	$2,287,220	95,753	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.