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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $26.8M | Buy |
37,800
+140
| +0.4% | +$97K | 0.91% | 33 |
|
|
2025
Q4 | $21.6M | Buy |
37,660
+404
| +1% | +$225K | 0.72% | 41 |
|
|
2025
Q3 | $17.8M | Hold |
37,256
| – | – | 0.59% | 49 |
|
|
2025
Q2 | $14.5M | Buy |
37,256
+2
| +0% | +$667 | 0.51% | 60 |
|
|
2025
Q1 | $12.3M | Sell |
37,254
-75
| -0.2% | -$26.7K | 0.45% | 69 |
|
|
2024
Q4 | $13.5M | Sell |
37,329
-2,485
| -6% | -$964K | 0.49% | 65 |
|
|
2024
Q3 | $15.6M | Sell |
39,814
-338
| -0.8% | -$117K | 0.55% | 60 |
|
|
2024
Q2 | $13.4M | Sell |
40,152
-14
| -0% | -$4.85K | 0.5% | 58 |
|
|
2024
Q1 | $14.7M | Sell |
40,166
-2,107
| -5% | -$673K | 0.55% | 59 |
|
|
2023
Q4 | $12.5M | Sell |
42,273
-721
| -2% | -$187K | 0.49% | 64 |
|
|
2023
Q3 | $11.7M | Sell |
42,994
-450
| -1% | -$122K | 0.49% | 64 |
|
|
2023
Q2 | $10.7M | Sell |
43,444
-542
| -1% | -$121K | 0.43% | 70 |
|
|
2023
Q1 | $10.1M | Sell |
43,986
-830
| -2% | -$201K | 0.42% | 71 |
|
|
2022
Q4 | $10.7M | Sell |
44,816
-74
| -0.2% | -$16.1K | 0.47% | 70 |
|
|
2022
Q3 | $7.37M | Sell |
44,890
-34
| -0.1% | -$6.21K | 0.35% | 80 |
|
|
2022
Q2 | $8.03M | Buy |
44,924
+27
| +0.1% | +$5.69K | 0.35% | 84 |
|
|
2022
Q1 | $10M | Sell |
44,897
-375
| -0.8% | -$78.6K | 0.37% | 78 |
|
|
2021
Q4 | $9.36M | Buy |
45,272
+1,377
| +3% | +$277K | 0.33% | 84 |
|
|
2021
Q3 | $9.02M | Sell |
43,895
-102
| -0.2% | -$21.2K | 0.33% | 83 |
|
|
2021
Q2 | $9M | Sell |
43,997
-6,435
| -13% | -$1.49M | 0.34% | 82 |
|
|
2021
Q1 | $11.7M | Sell |
50,432
-1,575
| -3% | -$326K | 0.48% | 68 |
|
|
2020
Q4 | $9.47M | Sell |
52,007
-7,678
| -13% | -$1.3M | 0.41% | 73 |
|
|
2020
Q3 | $8.9M | Sell |
59,685
-1,875
| -3% | -$263K | 0.43% | 72 |
|
|
2020
Q2 | $7.79M | Sell |
61,560
-925
| -1% | -$110K | 0.4% | 76 |
|
|
2020
Q1 | $7.25M | Sell |
62,485
-2,422
| -4% | -$309K | 0.44% | 72 |
|
|
2019
Q4 | $9.59M | Buy |
64,907
+747
| +1% | +$104K | 0.46% | 73 |
|
|
2019
Q3 | $8.1M | Buy |
64,160
+5,125
| +9% | +$651K | 0.42% | 75 |
|
|
2019
Q2 | $8.05M | Buy |
59,035
+3,878
| +7% | +$512K | 0.42% | 74 |
|
|
2019
Q1 | $7.47M | Sell |
55,157
-50
| -0.1% | -$6.64K | 0.4% | 79 |
|
|
2018
Q4 | $7.01M | Sell |
55,207
-1,350
| -2% | -$176K | 0.43% | 72 |
|
|
2018
Q3 | $8.62M | Sell |
56,557
-300
| -0.5% | -$42.4K | 0.45% | 73 |
|
|
2018
Q2 | $7.71M | Sell |
56,857
-1,200
| -2% | -$179K | 0.43% | 79 |
|
|
2018
Q1 | $8.56M | Sell |
58,057
-4,700
| -7% | -$742K | 0.48% | 73 |
|
|
2017
Q4 | $9.89M | Sell |
62,757
-600
| -0.9% | -$83.2K | 0.54% | 67 |
|
|
2017
Q3 | $7.9M | Sell |
63,357
-900
| -1% | -$104K | 0.48% | 72 |
|
|
2017
Q2 | $6.91M | Sell |
64,257
-1,125
| -2% | -$114K | 0.43% | 75 |
|
|
2017
Q1 | $6.07M | Sell |
65,382
-320
| -0.5% | -$30.3K | 0.39% | 80 |
|
|
2016
Q4 | $6.09M | Sell |
65,702
-500
| -0.8% | -$45.3K | 0.41% | 75 |
|
|
2016
Q3 | $5.88M | Sell |
66,202
-1,080
| -2% | -$88.4K | 0.4% | 77 |
|
|
2016
Q2 | $5.1M | Buy |
67,282
+8,350
| +14% | +$626K | 0.35% | 76 |
|
|
2016
Q1 | $4.51M | Sell |
58,932
-626
| -1% | -$42K | 0.31% | 81 |
|
|
2015
Q4 | $4.05M | Buy |
59,558
+2,215
| +4% | +$155K | 0.28% | 81 |
|
|
2015
Q3 | $3.75M | Sell |
57,343
-3,703
| -6% | -$283K | 0.27% | 86 |
|
|
2015
Q2 | $5.18M | Sell |
61,046
-2,700
| -4% | -$232K | 0.35% | 73 |
|
|
2015
Q1 | $5.1M | Buy |
63,746
+4,715
| +8% | +$392K | 0.34% | 75 |
|
|
2014
Q4 | $5.4M | Buy |
59,031
+1,300
| +2% | +$127K | 0.36% | 68 |
|
|
2014
Q3 | $5.72M | Sell |
57,731
-3,588
| -6% | -$380K | 0.39% | 68 |
|
|
2014
Q2 | $6.66M | Sell |
61,319
-13,642
| -18% | -$1.43M | 0.45% | 64 |
|
|
2014
Q1 | $7.45M | Sell |
74,961
-3,060
| -4% | -$289K | 0.52% | 55 |
|
|
2013
Q4 | $7.08M | Buy |
78,021
+3,460
| +5% | +$295K | 0.51% | 57 |
|
|
2013
Q3 | $6.22M | Buy |
74,561
+1,495
| +2% | +$126K | 0.5% | 59 |
|
|
2013
Q2 | $6.03M | Buy |
+73,066
| New | +$6.21M | 0.5% | 60 |
|
Other funds holding CAT
VCM
VPM
Clifford Swan Investment Counsel's CAT Position: Q1 2026 in Review
Clifford Swan Investment Counsel increased its Caterpillar (CAT) stake by 0.37% in Q1 2026, buying an estimated $97K and bringing the position to 37,800 shares worth $26.8M. The position accounts for 0.91% of the portfolio, ranked #33.
Clifford Swan Investment Counsel first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,741 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Clifford Swan Investment Counsel held 37,800 shares of Caterpillar worth $26.8M as of Q1 2026.
- Clifford Swan Investment Counsel bought 140 Caterpillar shares in Q1 2026, an estimated $97K.
- Caterpillar made up 0.91% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #33 holding.
- Clifford Swan Investment Counsel first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
- 3,741 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.