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Washington Trust Advisors’s Caterpillar CAT Stock Holding History

Washington Trust Advisors’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.84M Buy
2,663
+17
+0.6% +$14.9K 0.21% 68
2026
Q1 		$1.87M Sell
2,646
-15
-0.6% -$10.4K 0.15% 82
2025
Q4 		$1.52M Sell
2,661
-119
-4% -$66.1K 0.12% 94
2025
Q3 		$1.33M Buy
2,780
+84
+3% +$35.9K 0.1% 99
2025
Q2 		$1.05M Sell
2,696
-30
-1% -$10K 0.09% 99
2025
Q1 		$899K Hold
2,726
– – 0.08% 103
2024
Q4 		$989K Sell
2,726
-45
-2% -$17.5K 0.08% 103
2024
Q3 		$1.08M Sell
2,771
-100
-3% -$34.5K 0.09% 96
2024
Q2 		$956K Hold
2,871
– – 0.09% 97
2024
Q1 		$1.05M Sell
2,871
-413
-13% -$132K 0.1% 90
2023
Q4 		$971K Buy
3,284
+52
+2% +$13.5K 0.09% 95
2023
Q3 		$882K Buy
3,232
+157
+5% +$42.6K 0.09% 97
2023
Q2 		$757K Hold
3,075
– – 0.07% 106
2023
Q1 		$704K Sell
3,075
-25
-0.8% -$6.04K 0.07% 109
2022
Q4 		$743K Sell
3,100
-232
-7% -$50.5K 0.08% 111
2022
Q3 		$547K Hold
3,332
– – 0.05% 127
2022
Q2 		$595K Sell
3,332
-41
-1% -$8.64K 0.05% 126
2022
Q1 		$751K Sell
3,373
-65
-2% -$13.6K 0.05% 126
2021
Q4 		$711K Buy
+3,438
New +$692K 0.05% 138

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Washington Trust Advisors's CAT Position: Q2 2026 in Review

Washington Trust Advisors increased its Caterpillar (CAT) stake by 0.64% in Q2 2026, buying an estimated $14.9K and bringing the position to 2,663 shares worth $2.84M. The position accounts for 0.21% of the portfolio, ranked #68.

Washington Trust Advisors first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Washington Trust Advisors held 2,663 shares of Caterpillar worth $2.84M as of Q2 2026.
  • Washington Trust Advisors bought 17 Caterpillar shares in Q2 2026, an estimated $14.9K.
  • Caterpillar made up 0.21% of Washington Trust Advisors's portfolio in Q2 2026, its #68 holding.
  • Washington Trust Advisors first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.