CLIFFORD SWAN INVESTMENT COUNSEL LLC

Position in CAT — Caterpillar Inc

CIK 1034642 PASADENA, CA

Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Aug 20, 2026 Compact

Position Value

$40,009,357

+$13,229,569 QoQ

Shares Held

37,571

-0.6% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

1.33%

of 13F equity value

Holder Rank

#403

of 4,045 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 78% Shared 0% None 22%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $44,223,875 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (90.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	37,571	$40,009,357
2	DE	Deere & Co	6,011	$3,812,957
3	PCAR	Paccar Inc	3,343	$401,561

All Filings in CAT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$40,009,357	37,571	-0.6%	Shares	Sole	2026-08-20
2026-03-31	$26,779,788	37,800	+0.4%	Shares	Sole	2026-05-06
2025-12-31	$21,574,284	37,660	+1.1%	Shares	Sole	2026-02-11
2025-09-30	$17,776,700	37,256	0.0%	Shares	Sole	2025-11-12
2025-06-30	$14,463,151	37,256	+0.0%	Shares	Sole	2025-07-30
2025-03-31	$12,286,369	37,254	-0.2%	Shares	Sole	2025-05-06
2024-12-31	$13,541,468	37,329	-6.2%	Shares	Sole	2025-02-05
2024-09-30	$15,572,051	39,814	-0.8%	Shares	Sole	2024-11-14
2024-06-30	$13,374,631	40,152	-0.0%	Shares	Sole	2024-08-07
2024-03-31	$14,718,027	40,166	-5.0%	Shares	Sole	2024-04-17
2023-12-31	$12,498,857	42,273	-1.7%	Shares	Sole	2024-02-06
2023-09-30	$11,737,362	42,994	-1.0%	Shares	Sole	2023-11-13
2023-06-30	$10,689,396	43,444	-1.2%	Shares	Sole	2023-08-04
2023-03-31	$10,065,756	43,986	-1.9%	Shares	Sole	2023-05-05
2022-12-31	$10,736,120	44,816	-0.2%	Shares	Sole	2023-02-03
2022-09-30	$7,365,551	44,890	-0.1%	Shares	Sole	2022-11-07
2022-06-30	$8,030,614	44,924	+0.1%	Shares	Sole	2022-08-04
2022-03-31	$10,003,949	44,897	-0.8%	Shares	Sole	2022-05-03
2021-12-31	$9,359,533	45,272	+3.1%	Shares	Sole	2022-02-11
2021-09-30	$8,426,523	43,895	-0.2%	Shares	Sole	2021-11-02
2021-06-30	$9,575,067	43,997	-12.8%	Shares	Sole	2021-08-05
2021-03-31	$11,693,667	50,432	-3.0%	Shares	Sole	2021-05-07
2020-12-31	$9,466,314	52,007	-12.9%	Shares	Sole	2021-02-11
2020-09-30	$8,902,017	59,685	-3.0%	Shares	Sole	2020-10-30
2020-06-30	$7,787,340	61,560	-1.5%	Shares	Sole	2020-08-06
2020-03-31	$7,250,759	62,485	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.