Franklin Resources’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201M | Sell |
518,896
-50,639
| -9% | -$19.7M | 0.05% | 309 |
|
|
2025
Q1 | $188M | Buy |
569,535
+105,749
| +23% | +$34.9M | 0.05% | 312 |
|
|
2024
Q4 | $168M | Buy |
463,786
+20,471
| +5% | +$7.43M | 0.05% | 342 |
|
|
2024
Q3 | $175M | Buy |
443,315
+55,448
| +14% | +$21.8M | 0.05% | 324 |
|
|
2024
Q2 | $129M | Buy |
387,867
+17,123
| +5% | +$5.7M | 0.04% | 358 |
|
|
2024
Q1 | $136M | Sell |
370,744
-21,021
| -5% | -$7.7M | 0.04% | 345 |
|
|
2023
Q4 | $116M | Buy |
391,765
+60,554
| +18% | +$17.9M | 0.05% | 330 |
|
|
2023
Q3 | $90.4M | Buy |
331,211
+32,100
| +11% | +$8.76M | 0.05% | 369 |
|
|
2023
Q2 | $73.6M | Buy |
299,111
+12,814
| +4% | +$3.15M | 0.04% | 424 |
|
|
2023
Q1 | $65.5M | Buy |
286,297
+47,193
| +20% | +$10.8M | 0.03% | 458 |
|
|
2022
Q4 | $57.3M | Buy |
239,104
+50,180
| +27% | +$12M | 0.03% | 493 |
|
|
2022
Q3 | $31M | Sell |
188,924
-3,274
| -2% | -$537K | 0.02% | 662 |
|
|
2022
Q2 | $34.4M | Sell |
192,198
-8,744
| -4% | -$1.56M | 0.02% | 652 |
|
|
2022
Q1 | $44.8M | Sell |
200,942
-333,740
| -62% | -$74.4M | 0.02% | 629 |
|
|
2021
Q4 | $111M | Buy |
534,682
+4,590
| +0.9% | +$949K | 0.04% | 442 |
|
|
2021
Q3 | $102M | Buy |
530,092
+30,125
| +6% | +$5.78M | 0.04% | 469 |
|
|
2021
Q2 | $109M | Sell |
499,967
-61,659
| -11% | -$13.4M | 0.04% | 451 |
|
|
2021
Q1 | $130M | Sell |
561,626
-147,155
| -21% | -$34.1M | 0.05% | 376 |
|
|
2020
Q4 | $129M | Buy |
708,781
+31,386
| +5% | +$5.71M | 0.05% | 357 |
|
|
2020
Q3 | $101M | Buy |
677,395
+17,031
| +3% | +$2.54M | 0.05% | 379 |
|
|
2020
Q2 | $90.5M | Buy |
660,364
+34,096
| +5% | +$4.67M | 0.05% | 399 |
|
|
2020
Q1 | $72.7M | Sell |
626,268
-845
| -0.1% | -$98.1K | 0.05% | 372 |
|
|
2019
Q4 | $92.6M | Buy |
627,113
+213
| +0% | +$31.5K | 0.05% | 392 |
|
|
2019
Q3 | $79.2M | Sell |
626,900
-1,978
| -0.3% | -$250K | 0.04% | 421 |
|
|
2019
Q2 | $85.7M | Buy |
628,878
+8,238
| +1% | +$1.12M | 0.05% | 419 |
|
|
2019
Q1 | $84.1M | Buy |
620,640
+5,724
| +0.9% | +$776K | 0.05% | 407 |
|
|
2018
Q4 | $78.1M | Sell |
614,916
-3,608
| -0.6% | -$458K | 0.05% | 385 |
|
|
2018
Q3 | $94.3M | Sell |
618,524
-3,032
| -0.5% | -$462K | 0.05% | 383 |
|
|
2018
Q2 | $84.3M | Sell |
621,556
-2,718
| -0.4% | -$369K | 0.04% | 412 |
|
|
2018
Q1 | $92M | Sell |
624,274
-3,025,514
| -83% | -$446M | 0.05% | 382 |
|
|
2017
Q4 | $575M | Sell |
3,649,788
-773,772
| -17% | -$122M | 0.28% | 105 |
|
|
2017
Q3 | $552M | Sell |
4,423,560
-969,588
| -18% | -$121M | 0.27% | 107 |
|
|
2017
Q2 | $580M | Sell |
5,393,148
-967,796
| -15% | -$104M | 0.29% | 101 |
|
|
2017
Q1 | $590M | Sell |
6,360,944
-1,474,157
| -19% | -$137M | 0.3% | 93 |
|
|
2016
Q4 | $727M | Sell |
7,835,101
-612,735
| -7% | -$56.8M | 0.38% | 68 |
|
|
2016
Q3 | $750M | Buy |
8,447,836
+1,179
| +0% | +$105K | 0.39% | 63 |
|
|
2016
Q2 | $640M | Sell |
8,446,657
-237,981
| -3% | -$18M | 0.34% | 76 |
|
|
2016
Q1 | $665M | Buy |
8,684,638
+28,191
| +0.3% | +$2.16M | 0.35% | 78 |
|
|
2015
Q4 | $588M | Buy |
8,656,447
+1,143,060
| +15% | +$77.7M | 0.3% | 95 |
|
|
2015
Q3 | $491M | Sell |
7,513,387
-223,935
| -3% | -$14.6M | 0.24% | 113 |
|
|
2015
Q2 | $656M | Buy |
7,737,322
+91,089
| +1% | +$7.73M | 0.3% | 87 |
|
|
2015
Q1 | $612M | Buy |
7,646,233
+3,202,834
| +72% | +$256M | 0.28% | 95 |
|
|
2014
Q4 | $407M | Sell |
4,443,399
-447,917
| -9% | -$41M | 0.18% | 140 |
|
|
2014
Q3 | $484M | Buy |
4,891,316
+261,994
| +6% | +$25.9M | 0.22% | 120 |
|
|
2014
Q2 | $503M | Sell |
4,629,322
-126,451
| -3% | -$13.7M | 0.22% | 122 |
|
|
2014
Q1 | $473M | Sell |
4,755,773
-1,005,946
| -17% | -$100M | 0.22% | 120 |
|
|
2013
Q4 | $523M | Buy |
5,761,719
+420,228
| +8% | +$38.2M | 0.26% | 107 |
|
|
2013
Q3 | $445M | Buy |
5,341,491
+1,334,141
| +33% | +$111M | 0.24% | 119 |
|
|
2013
Q2 | $331M | Buy |
+4,007,350
| New | +$331M | 0.19% | 143 |
|