Franklin, Parlapiano, Turner & Welch’s Caterpillar CAT Stock Holding History

Franklin, Parlapiano, Turner & Welch’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$532K	Hold	500	–	–	0.12%	45
2026 Q1	$418K	Hold	500	–	–	0.1%	45
2025 Q4	$323K	Hold	500	–	–	0.08%	47
2025 Q3	$239K	Buy	+500	New	+$213K	0.06%	51
2016 Q3	–	Sell	-35	Closed	-$3K	–	176
2016 Q2	$3K	Hold	35	–	–	﹤0.01%	104
2016 Q1	$3K	Hold	35	–	–	﹤0.01%	109
2015 Q4	$2K	Hold	35	–	–	﹤0.01%	115
2015 Q3	$2K	Buy	+35	New	+$2.68K	﹤0.01%	97

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Franklin, Parlapiano, Turner & Welch's CAT Position: Q2 2026 in Review

Franklin, Parlapiano, Turner & Welch held its Caterpillar (CAT) position steady in Q2 2026 at 500 shares worth $532K. The position accounts for 0.12% of the portfolio, ranked #45.

Franklin, Parlapiano, Turner & Welch first reported a position in CAT in Q3 2015 and has held it in 8 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Franklin, Parlapiano, Turner & Welch held 500 shares of Caterpillar worth $532K as of Q2 2026.
Franklin, Parlapiano, Turner & Welch left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.12% of Franklin, Parlapiano, Turner & Welch's portfolio in Q2 2026, its #45 holding.
Franklin, Parlapiano, Turner & Welch first reported a position in Caterpillar in Q3 2015 and has held it in 8 quarters since.
4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Franklin, Parlapiano, Turner & Welch's 13F filing for Q2 2026, filed 9 Jul 2026.