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

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

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

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

Is CLIFFORD SWAN INVESTMENT COUNSEL LLC buying or selling CAT?

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

When did CLIFFORD SWAN INVESTMENT COUNSEL LLC first buy CAT?

Based on available 13F filings, CLIFFORD SWAN INVESTMENT COUNSEL LLC first reported a position in CAT in 2019-Q1. They have held the position across 30 quarters.

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CLIFFORD SWAN INVESTMENT COUNSEL LLC

CAT
30 quarters

Position history for CLIFFORD SWAN INVESTMENT COUNSEL LLC's holdings in CATERPILLAR INC

Current Value

$40M

Current Shares

37,571

Total Value Change

+$32.5M

Total Shares Change

-17,586

Quarter-by-Quarter History

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
2024-Q2	Decreased	40,152	-0.0%	$13.4M	0.5%	$323.67	0
2024-Q1	Decreased	40,166	-5.0%	$14.7M	0.5%	$354.76	0
2023-Q4	Decreased	42,273	-1.7%	$12.5M	0.5%	$284.93	0
2023-Q3	Decreased	42,994	-1.0%	$11.7M	0.5%	$261.73	0
2023-Q2	Decreased	43,444	-1.2%	$10.7M	0.4%	$234.73	0
2023-Q1	Decreased	43,986	-1.9%	$10.1M	0.4%	$217.14	0
2022-Q4	Decreased	44,816	-0.2%	$10.7M	0.5%	$226.23	0
2022-Q3	Decreased	44,890	-0.1%	$7.4M	0.3%	$153.92	0
2022-Q2	Increased	44,924	+0.1%	$8M	0.3%	$166.53	33
2022-Q1	Decreased	44,897	-0.8%	$10M	0.4%	$206.59	0
2021-Q4	Increased	45,272	+3.1%	$9.4M	0.3%	$190.75	34
2021-Q3	Decreased	43,895	-0.2%	$9M	0.3%	$176.15	0
2021-Q2	Decreased	43,997	-12.8%	$9M	0.3%	$198.63	0
2021-Q1	Decreased	50,432	-3.0%	$11.7M	0.5%	$210.68	0
2020-Q4	Decreased	52,007	-12.9%	$9.5M	0.4%	$164.51	0
2020-Q3	Decreased	59,685	-3.0%	$8.9M	0.4%	$133.98	0
2020-Q2	Decreased	61,560	-1.5%	$7.8M	0.4%	$112.79	0
2020-Q1	Decreased	62,485	-3.7%	$7.3M	0.4%	$102.52	0
2019-Q4	Increased	64,907	+1.2%	$9.6M	0.5%	$129.57	33
2019-Q3	Increased	64,160	+8.7%	$8.1M	0.4%	$109.95	36
2019-Q2	Increased	59,035	+7.0%	$8M	0.4%	$117.74	35
2019-Q1	New	55,157	-	$7.5M	0.4%	$116.34	45

Other major holders of CAT: BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc., STATE STREET CORP, VANGUARD CAPITAL MANAGEMENT LLC, VANGUARD GROUP INC

CAT30 quarters

CAT
30 quarters