Franklin Resources’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201M | Sell |
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|
2025
Q1 | $188M | Buy |
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|
2024
Q4 | $168M | Buy |
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|
2024
Q3 | $175M | Buy |
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|
2024
Q2 | $129M | Buy |
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|
2024
Q1 | $136M | Sell |
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|
2023
Q4 | $116M | Buy |
|
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|
2023
Q3 | $90.4M | Buy |
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|
2023
Q2 | $73.6M | Buy |
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|
2023
Q1 | $65.5M | Buy |
|
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|
2022
Q4 | $57.3M | Buy |
|
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|
2022
Q3 | $31M | Sell |
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|
2022
Q2 | $34.4M | Sell |
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|
2022
Q1 | $44.8M | Sell |
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|
2021
Q4 | $111M | Buy |
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|
2021
Q3 | $102M | Buy |
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|
2021
Q2 | $109M | Sell |
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|
2021
Q1 | $130M | Sell |
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|
2020
Q4 | $129M | Buy |
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|
2020
Q3 | $101M | Buy |
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|
2020
Q2 | $90.5M | Buy |
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|
2020
Q1 | $72.7M | Sell |
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|
2019
Q4 | $92.6M | Buy |
|
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|
2019
Q3 | $79.2M | Sell |
|
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|
2019
Q2 | $85.7M | Buy |
|
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|
2019
Q1 | $84.1M | Buy |
|
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|
2018
Q4 | $78.1M | Sell |
|
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|
2018
Q3 | $94.3M | Sell |
|
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|
2018
Q2 | $84.3M | Sell |
|
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|
2018
Q1 | $92M | Sell |
|
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|
2017
Q4 | $575M | Sell |
|
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|
2017
Q3 | $552M | Sell |
|
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|
2017
Q2 | $580M | Sell |
|
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|
2017
Q1 | $590M | Sell |
|
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|
2016
Q4 | $727M | Sell |
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|
2016
Q3 | $750M | Buy |
|
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|
2016
Q2 | $640M | Sell |
|
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|
2016
Q1 | $665M | Buy |
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|
2015
Q4 | $588M | Buy |
|
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|
2015
Q3 | $491M | Sell |
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|
2015
Q2 | $656M | Buy |
|
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|
2015
Q1 | $612M | Buy |
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|
2014
Q4 | $407M | Sell |
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|
2014
Q3 | $484M | Buy |
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|
2014
Q2 | $503M | Sell |
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|
2014
Q1 | $473M | Sell |
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|
2013
Q4 | $523M | Buy |
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|
2013
Q3 | $445M | Buy |
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|
2013
Q2 | $331M | Buy |
|