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Welch & Forbes LLC: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Welch & Forbes LLC on CAT, newest first. How the timeline and the estimate are built.

Welch & Forbes LLC held 20,137 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,137 shares
    Change vs previous 13F +1,106 shares

    0.26% of the 13F portfolio, value $21,443,900.

    13F-HR 0000105495-26-000003 filed by Welch & Forbes LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 19,031 shares
    Change vs previous 13F -374 shares

    0.17% of the 13F portfolio, value $13,482,703.

    13F-HR 0000105495-26-000002 filed by Welch & Forbes LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 19,405 shares
    Change vs previous 13F -39 shares

    0.13% of the 13F portfolio, value $11,116,550.

    13F-HR 0000105495-26-000001 filed by Welch & Forbes LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 19,444 shares
    Change vs previous 13F -313 shares

    0.11% of the 13F portfolio, value $9,277,713.

    13F-HR 0000105495-25-000002 filed by Welch & Forbes LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 19,757 shares
    Change vs previous 13F -964 shares

    0.1% of the 13F portfolio, value $7,669,873.

    13F-HR 0001085146-25-004501 filed by Welch & Forbes LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 20,721 shares
    Change vs previous 13F -868 shares

    0.09% of the 13F portfolio, value $6,833,783.

    13F-HR 0001085146-25-002565 filed by Welch & Forbes LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 21,589 shares
    Change vs previous 13F -1,065 shares

    0.1% of the 13F portfolio, value $7,831,626.

    13F-HR 0001085146-25-000876 filed by Welch & Forbes LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 22,654 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $8,860,432.

    13F-HR 0001085146-24-005341 filed by Welch & Forbes LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).