Caterpillar shares owned by Calamos Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Calamos Wealth Management
from 13F filings
Historical chart of Calamos Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Calamos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 4.1k | 477.20 |
| 2025-06-30 | $1.2M | 3.0k | 388.26 |
| 2025-03-31 | $840k | 2.5k | 329.80 |
| 2024-12-31 | $722k | 2.0k | 362.76 |
| 2024-09-30 | $740k | 1.9k | 391.12 |
| 2024-06-30 | $386k | 1.2k | 333.10 |
| 2024-03-31 | $444k | 1.2k | 366.43 |
| 2023-12-31 | $518k | 1.8k | 295.67 |
| 2023-09-30 | $451k | 1.7k | 273.00 |
| 2023-06-30 | $260k | 1.1k | 246.05 |
| 2023-03-31 | $261k | 1.1k | 228.84 |
| 2022-12-31 | $298k | 1.2k | 239.56 |
| 2022-09-30 | $204k | 1.2k | 163.99 |
| 2021-09-30 | $217k | 1.1k | 192.38 |
| 2021-06-30 | $246k | 1.1k | 217.51 |
| 2021-03-31 | $282k | 1.2k | 231.72 |
| 2020-12-31 | $201k | 1.1k | 181.90 |
| 2019-09-30 | $559k | 4.4k | 126.41 |
| 2019-06-30 | $648k | 4.8k | 136.28 |
| 2019-03-31 | $716k | 5.3k | 135.48 |
| 2018-12-31 | $921k | 7.2k | 127.09 |
| 2018-09-30 | $990k | 6.5k | 152.50 |
| 2018-06-30 | $849k | 6.3k | 135.71 |
| 2018-03-31 | $940k | 6.4k | 147.40 |
| 2017-12-31 | $1.1M | 6.7k | 157.60 |
| 2017-09-30 | $4.1M | 33k | 124.70 |
| 2017-06-30 | $3.5M | 32k | 107.45 |
| 2017-03-31 | $3.0M | 32k | 92.77 |
| 2013-12-31 | $993k | 11k | 90.78 |
| 2013-09-30 | $2.8M | 34k | 83.38 |
| 2013-06-30 | $2.7M | 33k | 82.48 |
| 2013-03-31 | $2.3M | 27k | 86.99 |
| 2012-12-31 | $2.5M | 28k | 89.56 |
| 2012-09-30 | $2.3M | 27k | 86.05 |
| 2010-12-31 | $1.6M | 17k | 93.66 |