Position history for CLIFFORD SWAN INVESTMENT COUNSEL LLC's holdings in CATERPILLAR INC DEL
CLIFFORD SWAN INVESTMENT COUNSEL LLC holds 37,660 shares of CAT (CATERPILLAR INC DEL), worth $21.6M as of 2025-Q4. The position was increased (++1.1% shares). CAT represents 0.7% of CLIFFORD SWAN INVESTMENT COUNSEL LLC's portfolio.
Current Value
$21.6M
Current Shares
37,660
Total Value Change
+$8.2M
Total Shares Change
-2,492
Other major holders of CAT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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 |