Washington Trust Bank’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Sell |
973
-94
| -9% | -$36.5K | 0.03% | 157 |
|
|
2025
Q1 | $352K | Sell |
1,067
-1,282
| -55% | -$423K | 0.04% | 154 |
|
|
2024
Q4 | $852K | Hold |
2,349
| – | – | 0.08% | 110 |
|
|
2024
Q3 | $919K | Buy |
2,349
+27
| +1% | +$10.6K | 0.09% | 99 |
|
|
2024
Q2 | $773K | Sell |
2,322
-3,590
| -61% | -$1.2M | 0.08% | 101 |
|
|
2024
Q1 | $2.17M | Buy |
5,912
+33
| +0.6% | +$12.1K | 0.21% | 73 |
|
|
2023
Q4 | $1.74M | Sell |
5,879
-88
| -1% | -$26K | 0.15% | 83 |
|
|
2023
Q3 | $1.63M | Sell |
5,967
-25
| -0.4% | -$6.83K | 0.17% | 76 |
|
|
2023
Q2 | $1.47M | Buy |
5,992
+140
| +2% | +$34.4K | 0.15% | 78 |
|
|
2023
Q1 | $1.34M | Sell |
5,852
-425
| -7% | -$97.3K | 0.14% | 86 |
|
|
2022
Q4 | $1.5M | Sell |
6,277
-330
| -5% | -$79.1K | 0.17% | 89 |
|
|
2022
Q3 | $1.08M | Sell |
6,607
-1,000
| -13% | -$164K | 0.14% | 100 |
|
|
2022
Q2 | $1.36M | Buy |
7,607
+224
| +3% | +$40K | 0.17% | 89 |
|
|
2022
Q1 | $1.65M | Sell |
7,383
-3
| -0% | -$668 | 0.19% | 80 |
|
|
2021
Q4 | $1.53M | Sell |
7,386
-413
| -5% | -$85.4K | 0.15% | 81 |
|
|
2021
Q3 | $1.5M | Buy |
7,799
+103
| +1% | +$19.8K | 0.17% | 75 |
|
|
2021
Q2 | $1.68M | Buy |
7,696
+39
| +0.5% | +$8.49K | 0.2% | 71 |
|
|
2021
Q1 | $1.78M | Buy |
7,657
+61
| +0.8% | +$14.1K | 0.22% | 68 |
|
|
2020
Q4 | $1.38M | Buy |
7,596
+50
| +0.7% | +$9.1K | 0.18% | 78 |
|
|
2020
Q3 | $1.13M | Sell |
7,546
-19
| -0.3% | -$2.84K | 0.17% | 80 |
|
|
2020
Q2 | $957K | Sell |
7,565
-512
| -6% | -$64.8K | 0.15% | 85 |
|
|
2020
Q1 | $937K | Buy |
8,077
+2,450
| +44% | +$284K | 0.18% | 79 |
|
|
2019
Q4 | $831K | Hold |
5,627
| – | – | 0.12% | 105 |
|
|
2019
Q3 | $710K | Sell |
5,627
-22
| -0.4% | -$2.78K | 0.12% | 96 |
|
|
2019
Q2 | $770K | Sell |
5,649
-147
| -3% | -$20K | 0.13% | 98 |
|
|
2019
Q1 | $785K | Sell |
5,796
-558
| -9% | -$75.6K | 0.13% | 99 |
|
|
2018
Q4 | $807K | Buy |
6,354
+60
| +1% | +$7.62K | 0.11% | 113 |
|
|
2018
Q3 | $960K | Sell |
6,294
-450
| -7% | -$68.6K | 0.14% | 95 |
|
|
2018
Q2 | $915K | Sell |
6,744
-42
| -0.6% | -$5.7K | 0.13% | 99 |
|
|
2018
Q1 | $1M | Buy |
6,786
+643
| +10% | +$94.8K | 0.14% | 90 |
|
|
2017
Q4 | $968K | Buy |
6,143
+676
| +12% | +$107K | 0.14% | 100 |
|
|
2017
Q3 | $682K | Buy |
5,467
+1,467
| +37% | +$183K | 0.11% | 111 |
|
|
2017
Q2 | $430K | Hold |
4,000
| – | – | 0.09% | 121 |
|
|
2017
Q1 | $371K | Sell |
4,000
-50
| -1% | -$4.64K | 0.08% | 139 |
|
|
2016
Q4 | $376K | Sell |
4,050
-39
| -1% | -$3.62K | 0.08% | 134 |
|
|
2016
Q3 | $363K | Buy |
4,089
+89
| +2% | +$7.9K | 0.09% | 131 |
|
|
2016
Q2 | $303K | Sell |
4,000
-471
| -11% | -$35.7K | 0.08% | 143 |
|
|
2016
Q1 | $342K | Buy |
4,471
+394
| +10% | +$30.1K | 0.09% | 123 |
|
|
2015
Q4 | $277K | Sell |
4,077
-20,657
| -84% | -$1.4M | 0.06% | 163 |
|
|
2015
Q3 | $1.62M | Sell |
24,734
-2,127
| -8% | -$139K | 0.43% | 49 |
|
|
2015
Q2 | $2.28M | Buy |
26,861
+1,118
| +4% | +$94.8K | 0.56% | 33 |
|
|
2015
Q1 | $2.06M | Buy |
25,743
+4,759
| +23% | +$381K | 0.5% | 38 |
|
|
2014
Q4 | $1.92M | Buy |
20,984
+2,366
| +13% | +$217K | 0.5% | 48 |
|
|
2014
Q3 | $1.84M | Sell |
18,618
-29,855
| -62% | -$2.96M | 0.58% | 37 |
|
|
2014
Q2 | $5.27M | Sell |
48,473
-334
| -0.7% | -$36.3K | 1.07% | 26 |
|
|
2014
Q1 | $4.85M | Buy |
+48,807
| New | +$4.85M | 1.02% | 32 |
|
|
2013
Q4 | – | Sell |
-39,446
| Closed | -$3.29M | – | 88 |
|
|
2013
Q3 | $3.29M | Buy |
39,446
+2,196
| +6% | +$183K | 0.86% | 52 |
|
|
2013
Q2 | $3.07M | Buy |
+37,250
| New | +$3.07M | 0.89% | 49 |
|