Caterpillar shares owned by Clifford Swan Investment Counsel
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Clifford Swan Investment Counsel
from 13F filings
Historical chart of Clifford Swan Investment Counsel investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Clifford Swan Investment Counsel consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Clifford Swan Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $16M | 40k | 391.12 |
| 2024-06-30 | $13M | 40k | 333.10 |
| 2024-03-31 | $15M | 40k | 366.43 |
| 2023-12-31 | $13M | 42k | 295.67 |
| 2023-09-30 | $12M | 43k | 273.00 |
| 2023-06-30 | $11M | 43k | 246.05 |
| 2023-03-31 | $10M | 44k | 228.84 |
| 2022-12-31 | $11M | 45k | 239.56 |
| 2022-09-30 | $7.4M | 45k | 164.09 |
| 2022-06-30 | $8.0M | 45k | 178.77 |
| 2022-03-31 | $10M | 45k | 222.82 |
| 2021-12-31 | $9.4M | 45k | 206.75 |
| 2021-09-30 | $9.0M | 44k | 205.38 |
| 2021-06-30 | $9.0M | 44k | 204.51 |
| 2021-03-31 | $12M | 50k | 231.88 |
| 2020-12-31 | $9.5M | 52k | 182.01 |
| 2020-09-30 | $8.9M | 60k | 149.15 |
| 2020-06-30 | $7.8M | 62k | 126.49 |
| 2020-03-31 | $7.3M | 63k | 116.04 |
| 2019-12-31 | $9.6M | 65k | 147.67 |
| 2019-09-30 | $8.1M | 64k | 126.31 |
| 2019-06-30 | $8.0M | 59k | 136.29 |
| 2019-03-31 | $7.5M | 55k | 135.49 |
| 2018-12-31 | $7.0M | 55k | 127.07 |
| 2018-09-30 | $8.6M | 57k | 152.48 |
| 2018-06-30 | $7.7M | 57k | 135.67 |
| 2018-03-31 | $8.6M | 58k | 147.37 |
| 2017-12-31 | $9.9M | 63k | 157.58 |
| 2017-09-30 | $7.9M | 63k | 124.71 |
| 2017-06-30 | $6.9M | 64k | 107.46 |
| 2017-03-31 | $6.1M | 65k | 92.76 |
| 2016-12-31 | $6.1M | 66k | 92.74 |
| 2016-09-30 | $5.9M | 66k | 88.77 |
| 2016-06-30 | $5.1M | 67k | 75.82 |
| 2016-03-31 | $4.5M | 59k | 76.55 |
| 2015-12-31 | $4.0M | 60k | 67.97 |
| 2015-09-30 | $3.7M | 57k | 65.36 |
| 2015-06-30 | $5.2M | 61k | 84.82 |
| 2015-03-31 | $5.1M | 64k | 80.04 |
| 2014-12-31 | $5.4M | 59k | 91.53 |
| 2014-09-30 | $5.7M | 58k | 99.03 |
| 2014-06-30 | $6.7M | 61k | 108.68 |
| 2014-03-31 | $7.4M | 75k | 99.37 |
| 2013-12-31 | $7.1M | 78k | 90.81 |
| 2013-09-30 | $6.2M | 75k | 83.39 |
| 2013-06-30 | $6.3M | 72k | 86.98 |
| 2013-03-31 | $6.3M | 73k | 86.98 |
| 2012-12-31 | $6.5M | 72k | 89.61 |
| 2012-09-30 | $5.3M | 62k | 86.04 |
| 2012-06-30 | $4.6M | 54k | 84.91 |
| 2012-03-31 | $4.4M | 41k | 106.52 |
| 2011-12-31 | $3.7M | 41k | 90.59 |
| 2011-09-30 | $2.5M | 34k | 73.85 |
| 2011-03-31 | $3.7M | 33k | 111.36 |
| 2010-12-31 | $3.2M | 34k | 93.66 |
More positions owned by Clifford Swan Investment Counsel
View all positions for Clifford Swan Investment Counsel