Washington Trust’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.62M | Hold |
4,165
| – | – | 0.06% | 130 |
|
2025
Q1 | $1.37M | Sell |
4,165
-130
| -3% | -$42.9K | 0.05% | 130 |
|
2024
Q4 | $1.56M | Sell |
4,295
-5
| -0.1% | -$1.81K | 0.06% | 129 |
|
2024
Q3 | $1.68M | Sell |
4,300
-151
| -3% | -$59.1K | 0.06% | 130 |
|
2024
Q2 | $1.48M | Sell |
4,451
-1
| -0% | -$333 | 0.05% | 133 |
|
2024
Q1 | $1.63M | Buy |
4,452
+178
| +4% | +$65.2K | 0.06% | 130 |
|
2023
Q4 | $1.26M | Buy |
4,274
+797
| +23% | +$236K | 0.05% | 138 |
|
2023
Q3 | $949K | Sell |
3,477
-464
| -12% | -$127K | 0.04% | 139 |
|
2023
Q2 | $970K | Sell |
3,941
-70
| -2% | -$17.2K | 0.04% | 139 |
|
2023
Q1 | $918K | Sell |
4,011
-24
| -0.6% | -$5.49K | 0.04% | 143 |
|
2022
Q4 | $967K | Sell |
4,035
-6
| -0.1% | -$1.44K | 0.05% | 140 |
|
2022
Q3 | $663K | Sell |
4,041
-1
| -0% | -$164 | 0.03% | 151 |
|
2022
Q2 | $723K | Buy |
4,042
+18
| +0.4% | +$3.22K | 0.03% | 145 |
|
2022
Q1 | $897K | Hold |
4,024
| – | – | 0.04% | 146 |
|
2021
Q4 | $832K | Sell |
4,024
-3,135
| -44% | -$648K | 0.03% | 151 |
|
2021
Q3 | $1.37M | Sell |
7,159
-449
| -6% | -$86.2K | 0.04% | 165 |
|
2021
Q2 | $1.66M | Sell |
7,608
-21
| -0.3% | -$4.57K | 0.05% | 156 |
|
2021
Q1 | $1.77M | Sell |
7,629
-75
| -1% | -$17.4K | 0.05% | 152 |
|
2020
Q4 | $1.4M | Sell |
7,704
-346
| -4% | -$63K | 0.05% | 156 |
|
2020
Q3 | $1.2M | Buy |
8,050
+28
| +0.3% | +$4.18K | 0.04% | 155 |
|
2020
Q2 | $1.01M | Buy |
8,022
+123
| +2% | +$15.5K | 0.04% | 156 |
|
2020
Q1 | $916K | Buy |
+7,899
| New | +$916K | 0.04% | 161 |
|
2019
Q4 | – | Sell |
-4,799
| Closed | -$661K | – | 184 |
|
2019
Q3 | $661K | Sell |
4,799
-428
| -8% | -$59K | 0.04% | 152 |
|
2019
Q2 | $712K | Buy |
5,227
+232
| +5% | +$31.6K | 0.04% | 148 |
|
2019
Q1 | $659K | Sell |
4,995
-367
| -7% | -$48.4K | 0.04% | 154 |
|
2018
Q4 | $681K | Buy |
5,362
+190
| +4% | +$24.1K | 0.04% | 141 |
|
2018
Q3 | $789K | Sell |
5,172
-773
| -13% | -$118K | 0.04% | 144 |
|
2018
Q2 | $807K | Buy |
5,945
+92
| +2% | +$12.5K | 0.04% | 143 |
|
2018
Q1 | $863K | Sell |
5,853
-90
| -2% | -$13.3K | 0.05% | 125 |
|
2017
Q4 | $936K | Sell |
5,943
-70
| -1% | -$11K | 0.05% | 124 |
|
2017
Q3 | $750K | Sell |
6,013
-225
| -4% | -$28.1K | 0.04% | 126 |
|
2017
Q2 | $671K | Hold |
6,238
| – | – | 0.04% | 133 |
|
2017
Q1 | $579K | Sell |
6,238
-999
| -14% | -$92.7K | 0.04% | 139 |
|
2016
Q4 | $671K | Sell |
7,237
-401
| -5% | -$37.2K | 0.04% | 129 |
|
2016
Q3 | $678K | Hold |
7,638
| – | – | 0.04% | 126 |
|
2016
Q2 | $579K | Sell |
7,638
-125
| -2% | -$9.48K | 0.04% | 136 |
|
2016
Q1 | $595K | Sell |
7,763
-40
| -0.5% | -$3.07K | 0.04% | 131 |
|
2015
Q4 | $530K | Sell |
7,803
-891
| -10% | -$60.5K | 0.04% | 139 |
|
2015
Q3 | $568K | Sell |
8,694
-1,989
| -19% | -$130K | 0.04% | 138 |
|
2015
Q2 | $906K | Sell |
10,683
-998
| -9% | -$84.6K | 0.06% | 127 |
|
2015
Q1 | $935K | Sell |
11,681
-58,441
| -83% | -$4.68M | 0.06% | 124 |
|
2014
Q4 | $6.42M | Buy |
70,122
+4,201
| +6% | +$385K | 0.44% | 82 |
|
2014
Q3 | $6.53M | Buy |
65,921
+493
| +0.8% | +$48.8K | 0.48% | 71 |
|
2014
Q2 | $7.11M | Buy |
65,428
+2,485
| +4% | +$270K | 0.52% | 71 |
|
2014
Q1 | $6.25M | Sell |
62,943
-765
| -1% | -$76K | 0.47% | 70 |
|
2013
Q4 | $5.79M | Buy |
63,708
+1,493
| +2% | +$136K | 0.44% | 69 |
|
2013
Q3 | $5.19M | Buy |
62,215
+7,978
| +15% | +$665K | 0.42% | 75 |
|
2013
Q2 | $4.47M | Buy |
+54,237
| New | +$4.47M | 0.38% | 75 |
|