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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$239K Buy
2016
Q3
Sell
2016
Q2
$3K Hold
2016
Q1
$3K Hold
2015
Q4
$2K Hold
2015
Q3
$2K Buy