Washington Trust Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
2,696
-30
| -1% | -$11.6K | 0.09% | 99 |
|
|
2025
Q1 | $899K | Hold |
2,726
| – | – | 0.08% | 103 |
|
|
2024
Q4 | $989K | Sell |
2,726
-45
| -2% | -$16.3K | 0.08% | 103 |
|
|
2024
Q3 | $1.08M | Sell |
2,771
-100
| -3% | -$39.1K | 0.09% | 96 |
|
|
2024
Q2 | $956K | Hold |
2,871
| – | – | 0.09% | 97 |
|
|
2024
Q1 | $1.05M | Sell |
2,871
-413
| -13% | -$151K | 0.1% | 90 |
|
|
2023
Q4 | $971K | Buy |
3,284
+52
| +2% | +$15.4K | 0.09% | 95 |
|
|
2023
Q3 | $882K | Buy |
3,232
+157
| +5% | +$42.9K | 0.09% | 97 |
|
|
2023
Q2 | $757K | Hold |
3,075
| – | – | 0.07% | 106 |
|
|
2023
Q1 | $704K | Sell |
3,075
-25
| -0.8% | -$5.72K | 0.07% | 109 |
|
|
2022
Q4 | $743K | Sell |
3,100
-232
| -7% | -$55.6K | 0.08% | 111 |
|
|
2022
Q3 | $547K | Hold |
3,332
| – | – | 0.05% | 127 |
|
|
2022
Q2 | $595K | Sell |
3,332
-41
| -1% | -$7.32K | 0.05% | 126 |
|
|
2022
Q1 | $751K | Sell |
3,373
-65
| -2% | -$14.5K | 0.05% | 126 |
|
|
2021
Q4 | $711K | Buy |
+3,438
| New | +$711K | 0.05% | 138 |
|