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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return