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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

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All positions including Caterpillar held by Clifford Swan Investment Counsel consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Clifford Swan Investment Counsel

Quarter filed Position value Share count Share price at filing
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