Back to CLIFFORD SWAN INVESTMENT COUNSEL LLC

CAT
Showing 8 of 29 quarters

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

CLIFFORD SWAN INVESTMENT COUNSEL LLC holds 37,800 shares of CAT (CATERPILLAR INC), worth $26.8M as of 2026-Q1. The position was increased (+0.4% shares). CAT represents 0.9% of CLIFFORD SWAN INVESTMENT COUNSEL LLC's portfolio.

Current Value

$26.8M

Current Shares

37,800

Total Value Change

+$13.4M

Total Shares Change

-2,352

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
37,800
+0.4%
$26.8M0.9%$722.18
40
2025-Q4
Increased
37,660
+1.1%
$21.6M0.7%$576.04
40
2025-Q3
Unchanged
37,256
0.0%
$17.8M0.6%$469.16
0
2025-Q2
Increased
37,256
+0.0%
$14.5M0.5%$381.32
39
2025-Q1
Decreased
37,254
-0.2%
$12.3M0.5%$325.22
0
2024-Q4
Decreased
37,329
-6.2%
$13.5M0.5%$356.77
0
2024-Q3
Decreased
39,814
-0.8%
$15.6M0.6%$382.99
0
2024-Q2
Decreased
40,152
-0.0%
$13.4M0.5%$324.88
0

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used