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
Other major holders of CAT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 37,800 |
+0.4% |
| $26.8M |
| 0.9% |
| $722.18 |
40 |
| 2025-Q4 | Increased | 37,660 | +1.1% | $21.6M | 0.7% | $576.04 | 40 |
| 2025-Q3 | Unchanged | 37,256 | 0.0% | $17.8M | 0.6% | $469.16 | 0 |
| 2025-Q2 | Increased | 37,256 | +0.0% | $14.5M | 0.5% | $381.32 | 39 |
| 2025-Q1 | Decreased | 37,254 | -0.2% | $12.3M | 0.5% | $325.22 | 0 |
| 2024-Q4 | Decreased | 37,329 | -6.2% | $13.5M | 0.5% | $356.77 | 0 |
| 2024-Q3 | Decreased | 39,814 | -0.8% | $15.6M | 0.6% | $382.99 | 0 |
| 2024-Q2 | Decreased | 40,152 | -0.0% | $13.4M | 0.5% | $324.88 | 0 |