Washington Trust Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
|
|||||
|
2025
Q1 | $899K | Hold |
|
|||||
|
2024
Q4 | $989K | Sell |
|
|||||
|
2024
Q3 | $1.08M | Sell |
|
|||||
|
2024
Q2 | $956K | Hold |
|
|||||
|
2024
Q1 | $1.05M | Sell |
|
|||||
|
2023
Q4 | $971K | Buy |
|
|||||
|
2023
Q3 | $882K | Buy |
|
|||||
|
2023
Q2 | $757K | Hold |
|
|||||
|
2023
Q1 | $704K | Sell |
|
|||||
|
2022
Q4 | $743K | Sell |
|
|||||
|
2022
Q3 | $547K | Hold |
|
|||||
|
2022
Q2 | $595K | Sell |
|
|||||
|
2022
Q1 | $751K | Sell |
|
|||||
|
2021
Q4 | $711K | Buy |
|