Welch & Forbes LLC

SEC CIK: 0000105495
Latest filing: Jul 30, 2026

SEC filings (opens in a new tab)

CAT holding history

Caterpillar Inc in every 13F filed by Welch & Forbes LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overview All 13F holders of CAT Full Q2 2026 holdings

Shares (Q2 2026): 20,137
Value: $21.4M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of CAT by Welch & Forbes LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	20,137	$21.4M	0.3%	+1,106+5.8%	Added	Holders
Q1 2026	19,031	$13.5M	0.2%	−374−1.9%	Reduced	Holders
Q4 2025	19,405	$11.1M	0.1%	−39−0.2%	Reduced	Holders
Q3 2025	19,444	$9.28M	0.1%	−313−1.6%	Reduced	Holders
Q2 2025	19,757	$7.67M	0.1%	−964−4.7%	Reduced	Holders
Q1 2025	20,721	$6.83M	0.1%	−868−4.0%	Reduced	Holders
Q4 2024	21,589	$7.83M	0.1%	−1,065−4.7%	Reduced	Holders
Q3 2024	22,654	$8.86M	0.1%	−849−3.6%	Reduced	Holders
Q2 2024	23,503	$7.68M	0.1%	−257−1.1%	Reduced	Holders
Q1 2024	23,760	$8.71M	0.1%	−1,014−4.1%	Reduced	Holders
Q4 2023	24,774	$7.32M	0.1%	−511−2.0%	Reduced	Holders
Q3 2023	25,285	$6.90M	0.1%	−1,388−5.2%	Reduced	Holders
Q2 2023	26,673	$6.56M	0.1%	−618−2.3%	Reduced	Holders
Q1 2023	27,291	$6.25M	0.1%	−697−2.5%	Reduced	Holders
Q4 2022	27,988	$6.70M	0.1%	−61−0.2%	Reduced	Holders
Q3 2022	28,049	$4.60M	0.1%	+501+1.8%	Added	Holders
Q2 2022	27,548	$4.92M	0.1%	−2,206−7.4%	Reduced	Holders
Q1 2022	29,754	$6.63M	0.1%	−70−0.2%	Reduced	Holders
Q4 2021	29,824	$6.17M	0.1%	−160−0.5%	Reduced	Holders
Q3 2021	29,984	$5.76M	0.1%	−48−0.2%	Reduced	Holders
Q2 2021	30,032	$6.54M	0.1%	+343+1.2%	Added	Holders
Q1 2021	29,689	$6.88M	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.