Washington Trust Advisors, Inc.

Position in CAT — Caterpillar Inc

CIK 1900099 WELLESLEY, MA

Position in CAT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,835,828

+$961,244 QoQ

Shares Held

2,663

+0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,610

of 4,031 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Industrials · as of Jun 30, 2026

Washington Trust Advisors, Inc. holds $40,616,110 across 3 Farm & Heavy Construction Machinery names. CAT ranks #2 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DE	Deere & Co	59,530	$37,761,664
2	CAT	Caterpillar Inc This page	2,663	$2,835,828
3	PCAR	Paccar Inc	155	$18,618

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,835,828	2,663	+0.6%	Shares	Other	2026-07-29
2026-03-31	$1,874,584	2,646	-0.6%	Shares	Other	2026-04-06
2025-12-31	$1,524,407	2,661	-4.3%	Shares	Sole	2026-02-03
2025-09-30	$1,326,477	2,780	+3.1%	Shares	Sole	2025-11-10
2025-06-30	$1,046,614	2,696	-1.1%	Shares	Sole	2025-07-31
2025-03-31	$899,034	2,726	0.0%	Shares	Sole	2025-04-25
2024-12-31	$988,883	2,726	-1.6%	Shares	Sole	2025-02-06
2024-09-30	$1,083,793	2,771	-3.5%	Shares	Sole	2024-11-01
2024-06-30	$956,330	2,871	0.0%	Shares	Sole	2024-07-25
2024-03-31	$1,052,020	2,871	-12.6%	Shares	Sole	2024-05-07
2023-12-31	$970,980	3,284	+1.6%	Shares	Sole	2024-01-18
2023-09-30	$882,336	3,232	+5.1%	Shares	Sole	2023-10-18
2023-06-30	$756,603	3,075	0.0%	Shares	Sole	2023-07-27
2023-03-31	$703,683	3,075	-0.8%	Shares	Sole	2023-05-11
2022-12-31	$742,636	3,100	-7.0%	Shares	Sole	2023-02-08
2022-09-30	$546,714	3,332	0.0%	Shares	Sole	2022-10-14
2022-06-30	$595,628	3,332	-1.2%	Shares	Sole	2022-07-25
2022-03-31	$751,571	3,373	-1.9%	Shares	Other	2022-05-05
2021-12-31	$710,771	3,438	—	Shares	Other	2022-02-11
No filing history on record for this holder in this stock.