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Sandy Spring Bank’s Caterpillar CAT Stock Holding History

Sandy Spring Bank’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$4.84M Buy
14,679
+189
+1% +$67.3K 0.2% 109
2024
Q4 		$5.26M Sell
14,490
-195
-1% -$75.6K 0.21% 98
2024
Q3 		$5.74M Buy
14,685
+197
+1% +$68K 0.24% 91
2024
Q2 		$4.83M Sell
14,488
-213
-1% -$73.9K 0.21% 105
2024
Q1 		$5.39M Sell
14,701
-655
-4% -$209K 0.25% 92
2023
Q4 		$4.54M Buy
15,356
+1,358
+10% +$352K 0.23% 105
2023
Q3 		$3.82M Sell
13,998
-110
-0.8% -$29.8K 0.21% 105
2023
Q2 		$3.47M Buy
14,108
+116
+0.8% +$25.9K 0.18% 115
2023
Q1 		$3.2M Sell
13,992
-855
-6% -$207K 0.18% 123
2022
Q4 		$3.56M Sell
14,847
-917
-6% -$200K 0.21% 111
2022
Q3 		$2.59M Sell
15,764
-201
-1% -$36.7K 0.16% 131
2022
Q2 		$2.85M Buy
15,965
+199
+1% +$41.9K 0.17% 123
2022
Q1 		$3.51M Buy
15,766
+380
+2% +$79.7K 0.18% 119
2021
Q4 		$3.18M Buy
15,386
+814
+6% +$164K 0.15% 129
2021
Q3 		$2.8M Sell
14,572
-219
-1% -$45.6K 0.15% 133
2021
Q2 		$3.22M Buy
14,791
+388
+3% +$89.6K 0.17% 122
2021
Q1 		$3.34M Sell
14,403
-250
-2% -$51.8K 0.19% 116
2020
Q4 		$2.67M Sell
14,653
-201
-1% -$34.1K 0.16% 126
2020
Q3 		$2.21M Buy
14,854
+521
+4% +$73.2K 0.15% 134
2020
Q2 		$1.81M Sell
14,333
-145
-1% -$17.2K 0.13% 143
2020
Q1 		$1.68M Buy
14,478
+771
+6% +$98.5K 0.15% 144
2019
Q4 		$2.02M Buy
13,707
+295
+2% +$41.2K 0.15% 148
2019
Q3 		$1.69M Sell
13,412
-196
-1% -$24.9K 0.13% 156
2019
Q2 		$1.85M Buy
13,608
+2,015
+17% +$266K 0.15% 147
2019
Q1 		$1.57M Buy
11,593
+5,587
+93% +$742K 0.13% 154
2018
Q4 		$763K Buy
6,006
+2,157
+56% +$281K 0.07% 189
2018
Q3 		$587K Sell
3,849
-174
-4% -$24.6K 0.05% 215
2018
Q2 		$546K Sell
4,023
-44
-1% -$6.57K 0.05% 218
2018
Q1 		$599K Buy
4,067
+3,086
+315% +$487K 0.05% 219
2017
Q4 		$155K Buy
981
+375
+62% +$52K 0.01% 307
2017
Q3 		$76K Buy
606
+100
+20% +$11.5K 0.01% 385
2017
Q2 		$54K Buy
506
+250
+98% +$25.4K 0.01% 443
2017
Q1 		$24K Sell
256
-297
-54% -$28.1K ﹤0.01% 560
2016
Q4 		$52K Hold
553
– – 0.01% 436
2016
Q3 		$49K Hold
553
– – 0.01% 432
2016
Q2 		$42K Sell
553
-200
-27% -$15K ﹤0.01% 463
2016
Q1 		$57K Sell
753
-73
-9% -$4.9K 0.01% 423
2015
Q4 		$56K Sell
826
-150
-15% -$10.5K 0.01% 411
2015
Q3 		$64K Sell
976
-625
-39% -$47.8K 0.01% 401
2015
Q2 		$135K Sell
1,601
-1,311
-45% -$113K 0.02% 326
2015
Q1 		$233K Sell
2,912
-103
-3% -$8.56K 0.03% 275
2014
Q4 		$276K Sell
3,015
-85
-3% -$8.27K 0.03% 237
2014
Q3 		$307K Sell
3,100
-482
-13% -$51.1K 0.04% 244
2014
Q2 		$389K Sell
3,582
-71
-2% -$7.45K 0.05% 230
2014
Q1 		$363K Sell
3,653
-111
-3% -$10.5K 0.06% 215
2013
Q4 		$342K Sell
3,764
-1,078
-22% -$92K 0.05% 218
2013
Q3 		$404K Sell
4,842
-173
-3% -$14.6K 0.06% 205
2013
Q2 		$414K Buy
+5,015
New +$426K 0.06% 195

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sandy Spring Bank's CAT Position: Q1 2025 in Review

Sandy Spring Bank increased its Caterpillar (CAT) stake by 1.3% in Q1 2025, buying an estimated $67.3K and bringing the position to 14,679 shares worth $4.84M. The position accounts for 0.2% of the portfolio, ranked #109.

Sandy Spring Bank first reported a position in CAT in Q2 2013 and has held it in 48 quarters since. The position peaked at $5.74M in Q3 2024. 2,897 funds tracked by Wall St. Rank hold CAT as of Q1 2025.

  • Sandy Spring Bank held 14,679 shares of Caterpillar worth $4.84M as of Q1 2025.
  • Sandy Spring Bank bought 189 Caterpillar shares in Q1 2025, an estimated $67.3K.
  • Caterpillar made up 0.2% of Sandy Spring Bank's portfolio in Q1 2025, its #109 holding.
  • Sandy Spring Bank first reported a position in Caterpillar in Q2 2013 and has held it in 48 quarters since.
  • Sandy Spring Bank's Caterpillar position peaked at $5.74M in Q3 2024.
  • 2,897 funds tracked by Wall St. Rank held Caterpillar as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.