Franklin Resources: CAT position timeline

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

Franklin Resources held 854,059 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 854,059 shares
Change vs previous 13F -132,373 shares
0.16% of the 13F portfolio, value $909,484,186.
13F-HR 0000038777-26-000222 filed by FRANKLIN RESOURCES INC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- FRANKLIN RESOURCES INC: 843,713 shares
- Clearbridge Investments, LLC: 10,346 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 986,432 shares
Change vs previous 13F +98,853 shares
0.13% of the 13F portfolio, value $698,847,615.
13F-HR 0000038777-26-000124 filed by FRANKLIN RESOURCES INC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- FRANKLIN RESOURCES INC: 972,741 shares
- Clearbridge Investments, LLC: 13,691 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 887,579 shares
Change vs previous 13F +360,509 shares
0.1% of the 13F portfolio, value $508,467,381.
13F-HR 0000038777-26-000055 filed by FRANKLIN RESOURCES INC
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- FRANKLIN RESOURCES INC: 873,720 shares
- Clearbridge Investments, LLC: 13,859 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 527,070 shares
Change vs previous 13F -628,091 shares
0.05% of the 13F portfolio, value $251,491,451.
13F-HR 0000038777-25-000239 filed by FRANKLIN RESOURCES INC
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- FRANKLIN RESOURCES INC: 513,497 shares
- Brandywine Global Investment Management, LLC: 0 shares
- Clearbridge Investments, LLC: 13,573 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,155,161 shares
Change vs previous 13F -18,568 shares
0.09% of the 13F portfolio, value $448,445,053.
13F-HR 0000829108-25-000004 filed by Brandywine Global Investment Management, LLC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- FRANKLIN RESOURCES INC: 518,896 shares
- Brandywine Global Investment Management, LLC: 624,360 shares
- Clearbridge Investments, LLC: 11,905 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 1,173,729 shares
Change vs previous 13F +196,532 shares
0.08% of the 13F portfolio, value $387,095,824.
13F-HR 0000829108-25-000003 filed by Brandywine Global Investment Management, LLC
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- FRANKLIN RESOURCES INC: 569,535 shares
- Brandywine Global Investment Management, LLC: 597,249 shares
- Clearbridge Investments, LLC: 6,945 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 977,197 shares
Change vs previous 13F +70,023 shares
0.07% of the 13F portfolio, value $354,488,109.
13F-HR 0000829108-25-000001 filed by Brandywine Global Investment Management, LLC
Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- FRANKLIN RESOURCES INC: 463,786 shares
- Brandywine Global Investment Management, LLC: 507,817 shares
- Clearbridge Investments, LLC: 5,594 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 907,174 shares
Change vs previous 13F not available
0.07% of the 13F portfolio, value $357,365,363.
13F-HR 0000829108-24-000008 filed by Brandywine Global Investment Management, LLC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- FRANKLIN RESOURCES INC: 443,315 shares
- Brandywine Global Investment Management, LLC: 458,263 shares
- Clearbridge Investments, LLC: 5,596 shares
Acceptance time not in the bulk data set (spec §4.2).