Clifford Swan Investment Counsel’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $17.8M | Hold |
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|
2025
Q2 | $14.5M | Buy |
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|
2025
Q1 | $12.3M | Sell |
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|
2024
Q4 | $13.5M | Sell |
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|
2024
Q3 | $15.6M | Sell |
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|
2024
Q2 | $13.4M | Sell |
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|
2024
Q1 | $14.7M | Sell |
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|
2023
Q4 | $12.5M | Sell |
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|
2023
Q3 | $11.7M | Sell |
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|
2023
Q2 | $10.7M | Sell |
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|
2023
Q1 | $10.1M | Sell |
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|
2022
Q4 | $10.7M | Sell |
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|
2022
Q3 | $7.37M | Sell |
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|
2022
Q2 | $8.03M | Buy |
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|
2022
Q1 | $10M | Sell |
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|
2021
Q4 | $9.36M | Buy |
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|
2021
Q3 | $9.02M | Sell |
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|
2021
Q2 | $9M | Sell |
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|
2021
Q1 | $11.7M | Sell |
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|
2020
Q4 | $9.47M | Sell |
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|
2020
Q3 | $8.9M | Sell |
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|
2020
Q2 | $7.79M | Sell |
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|
2020
Q1 | $7.25M | Sell |
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|
2019
Q4 | $9.59M | Buy |
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|
2019
Q3 | $8.1M | Buy |
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|
2019
Q2 | $8.05M | Buy |
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|
2019
Q1 | $7.47M | Sell |
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|
2018
Q4 | $7.01M | Sell |
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|
2018
Q3 | $8.62M | Sell |
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|
2018
Q2 | $7.71M | Sell |
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|
2018
Q1 | $8.56M | Sell |
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|
2017
Q4 | $9.89M | Sell |
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|
2017
Q3 | $7.9M | Sell |
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|
2017
Q2 | $6.91M | Sell |
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|
2017
Q1 | $6.07M | Sell |
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|
2016
Q4 | $6.09M | Sell |
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|
2016
Q3 | $5.88M | Sell |
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|
2016
Q2 | $5.1M | Buy |
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|
2016
Q1 | $4.51M | Sell |
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|
2015
Q4 | $4.05M | Buy |
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|
2015
Q3 | $3.75M | Sell |
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|
2015
Q2 | $5.18M | Sell |
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|
2015
Q1 | $5.1M | Buy |
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|
2014
Q4 | $5.4M | Buy |
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|
2014
Q3 | $5.72M | Sell |
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|
2014
Q2 | $6.66M | Sell |
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|
2014
Q1 | $7.45M | Sell |
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|
2013
Q4 | $7.08M | Buy |
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|
2013
Q3 | $6.22M | Buy |
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|
2013
Q2 | $6.03M | Buy |
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