Question 1

How many shares of CAT does CLIFFORD SWAN INVESTMENT COUNSEL LLC own?

Accepted Answer

As of 2026-Q2, CLIFFORD SWAN INVESTMENT COUNSEL LLC holds 37,571 shares of CAT (CATERPILLAR INC).

Question 2

What is CLIFFORD SWAN INVESTMENT COUNSEL LLC's CAT position worth?

Accepted Answer

As of 2026-Q2, CLIFFORD SWAN INVESTMENT COUNSEL LLC's CAT position is worth $40M.

Question 3

Is CLIFFORD SWAN INVESTMENT COUNSEL LLC buying or selling CAT?

Accepted Answer

In 2026-Q2, CLIFFORD SWAN INVESTMENT COUNSEL LLC decreased their CAT position (-0.6% change in shares).

Question 4

When did CLIFFORD SWAN INVESTMENT COUNSEL LLC first buy CAT?

Accepted Answer

Based on available 13F filings, CLIFFORD SWAN INVESTMENT COUNSEL LLC first reported a position in CAT in 2024-Q3. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	37,571	-0.6%	$40M	1.3%	$1,062.93	0
2026-Q1	Increased	37,800	+0.4%	$26.8M	0.9%	$705.80	40
2025-Q4	Increased	37,660	+1.1%	$21.6M	0.7%	$569.39	40
2025-Q3	Unchanged	37,256	0.0%	$17.8M	0.6%	$472.89	0
2025-Q2	Increased	37,256	+0.0%	$14.5M	0.5%	$383.34	39
2025-Q1	Decreased	37,254	-0.2%	$12.3M	0.5%	$324.10	0
2024-Q4	Decreased	37,329	-6.2%	$13.5M	0.5%	$355.19	0
2024-Q3	Decreased	39,814	-0.8%	$15.6M	0.6%	$381.59	0