SEC 13F Intelligence

Clifford Swan Investment Counsel LLC / CAT

Clifford Swan Investment Counsel LLC’s Caterpillar Inc Position

Does Clifford Swan Investment Counsel LLC own Caterpillar Inc (CAT)? Yes — 37.8K shares worth $27M (+0.91% of its 13F portfolio) as of Q1 2026, up from 37.7K shares the prior filed quarter.

Position Value
$27M
Q1 2026
Shares
37.8K
% of Portfolio
+0.91%
Quarters Held
30
currently held

Position History CAT

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $7MQ2 ’19: $8MQ3 ’19: $8MQ4 ’19: $10MQ4 ’19Q1 ’20: $7MQ2 ’20: $8MQ3 ’20: $9MQ4 ’20: $9MQ4 ’20Q1 ’21: $12MQ2 ’21: $9MQ3 ’21: $9MQ4 ’21: $9MQ4 ’21Q1 ’22: $10MQ2 ’22: $8MQ3 ’22: $7MQ4 ’22: $11MQ4 ’22Q1 ’23: $10MQ2 ’23: $11MQ3 ’23: $12MQ4 ’23: $12MQ4 ’23Q1 ’24: $15MQ2 ’24: $13MQ3 ’24: $16MQ4 ’24: $14MQ4 ’24Q1 ’25: $12MQ2 ’25: $14MQ3 ’25: $18MQ4 ’25: $22MQ4 ’25Q1 ’26: $27Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202637.8K$27M+0.91%
Q4 202537.7K$22M+0.72%
Q3 202537.3K$18M+0.59%
Q2 202537.3K$14M+0.51%
Q1 202537.3K$12M+0.45%
Q4 202437.3K$14M+0.49%
Q3 202439.8K$16M+0.55%
Q2 202440.2K$13M+0.50%
Q1 202440.2K$15M+0.55%
Q4 202342.3K$12M+0.49%
Q3 202343.0K$12M+0.49%
Q2 202343.4K$11M+0.43%
Q1 202344.0K$10M+0.42%
Q4 202244.8K$11M+0.47%
Q3 202244.9K$7M+0.35%
Q2 202244.9K$8M+0.35%
Q1 202244.9K$10M+0.37%
Q4 202145.3K$9M+0.33%
Q3 202143.9K$9M+0.33%
Q2 202144.0K$9M+0.34%
Q1 202150.4K$12M+0.48%
Q4 202052.0K$9M+0.41%
Q3 202059.7K$9M+0.43%
Q2 202061.6K$8M+0.40%
Q1 202062.5K$7M+0.44%
Q4 201964.9K$10M+0.46%
Q3 201964.2K$8M+0.42%
Q2 201959.0K$8M+0.42%
Q1 201955.2K$7M+0.40%
Q4 201855.2K$7M+0.43%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Clifford Swan Investment Counsel LLC’s full portfolio or all institutional holders of CAT.