Sandy Spring Bank’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.84M | Buy |
14,679
+189
| +1% | +$62.3K | 0.2% | 109 |
|
|
2024
Q4 | $5.26M | Sell |
14,490
-195
| -1% | -$70.7K | 0.21% | 98 |
|
|
2024
Q3 | $5.74M | Buy |
14,685
+197
| +1% | +$77K | 0.24% | 91 |
|
|
2024
Q2 | $4.83M | Sell |
14,488
-213
| -1% | -$71K | 0.21% | 105 |
|
|
2024
Q1 | $5.39M | Sell |
14,701
-655
| -4% | -$240K | 0.25% | 92 |
|
|
2023
Q4 | $4.54M | Buy |
15,356
+1,358
| +10% | +$402K | 0.23% | 105 |
|
|
2023
Q3 | $3.82M | Sell |
13,998
-110
| -0.8% | -$30K | 0.21% | 105 |
|
|
2023
Q2 | $3.47M | Buy |
14,108
+116
| +0.8% | +$28.5K | 0.18% | 115 |
|
|
2023
Q1 | $3.2M | Sell |
13,992
-855
| -6% | -$196K | 0.18% | 123 |
|
|
2022
Q4 | $3.56M | Sell |
14,847
-917
| -6% | -$220K | 0.21% | 111 |
|
|
2022
Q3 | $2.59M | Sell |
15,764
-201
| -1% | -$33K | 0.16% | 131 |
|
|
2022
Q2 | $2.85M | Buy |
15,965
+199
| +1% | +$35.6K | 0.17% | 123 |
|
|
2022
Q1 | $3.51M | Buy |
15,766
+380
| +2% | +$84.7K | 0.18% | 119 |
|
|
2021
Q4 | $3.18M | Buy |
15,386
+814
| +6% | +$168K | 0.15% | 129 |
|
|
2021
Q3 | $2.8M | Sell |
14,572
-219
| -1% | -$42K | 0.15% | 133 |
|
|
2021
Q2 | $3.22M | Buy |
14,791
+388
| +3% | +$84.4K | 0.17% | 122 |
|
|
2021
Q1 | $3.34M | Sell |
14,403
-250
| -2% | -$58K | 0.19% | 116 |
|
|
2020
Q4 | $2.67M | Sell |
14,653
-201
| -1% | -$36.6K | 0.16% | 126 |
|
|
2020
Q3 | $2.22M | Buy |
14,854
+521
| +4% | +$77.7K | 0.15% | 134 |
|
|
2020
Q2 | $1.81M | Sell |
14,333
-145
| -1% | -$18.3K | 0.13% | 143 |
|
|
2020
Q1 | $1.68M | Buy |
14,478
+771
| +6% | +$89.5K | 0.15% | 144 |
|
|
2019
Q4 | $2.02M | Buy |
13,707
+295
| +2% | +$43.6K | 0.15% | 148 |
|
|
2019
Q3 | $1.69M | Sell |
13,412
-196
| -1% | -$24.8K | 0.13% | 156 |
|
|
2019
Q2 | $1.85M | Buy |
13,608
+2,015
| +17% | +$275K | 0.15% | 147 |
|
|
2019
Q1 | $1.57M | Buy |
11,593
+5,587
| +93% | +$757K | 0.13% | 154 |
|
|
2018
Q4 | $763K | Buy |
6,006
+2,157
| +56% | +$274K | 0.07% | 189 |
|
|
2018
Q3 | $587K | Sell |
3,849
-174
| -4% | -$26.5K | 0.05% | 215 |
|
|
2018
Q2 | $546K | Sell |
4,023
-44
| -1% | -$5.97K | 0.05% | 218 |
|
|
2018
Q1 | $599K | Buy |
4,067
+3,086
| +315% | +$455K | 0.05% | 219 |
|
|
2017
Q4 | $155K | Buy |
981
+375
| +62% | +$59.3K | 0.01% | 307 |
|
|
2017
Q3 | $76K | Buy |
606
+100
| +20% | +$12.5K | 0.01% | 385 |
|
|
2017
Q2 | $54K | Buy |
506
+250
| +98% | +$26.7K | 0.01% | 443 |
|
|
2017
Q1 | $24K | Sell |
256
-297
| -54% | -$27.8K | ﹤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% | -$15.2K | ﹤0.01% | 463 |
|
|
2016
Q1 | $57K | Sell |
753
-73
| -9% | -$5.53K | 0.01% | 423 |
|
|
2015
Q4 | $56K | Sell |
826
-150
| -15% | -$10.2K | 0.01% | 411 |
|
|
2015
Q3 | $64K | Sell |
976
-625
| -39% | -$41K | 0.01% | 401 |
|
|
2015
Q2 | $135K | Sell |
1,601
-1,311
| -45% | -$111K | 0.02% | 326 |
|
|
2015
Q1 | $233K | Sell |
2,912
-103
| -3% | -$8.24K | 0.03% | 275 |
|
|
2014
Q4 | $276K | Sell |
3,015
-85
| -3% | -$7.78K | 0.03% | 237 |
|
|
2014
Q3 | $307K | Sell |
3,100
-482
| -13% | -$47.7K | 0.04% | 244 |
|
|
2014
Q2 | $389K | Sell |
3,582
-71
| -2% | -$7.71K | 0.05% | 230 |
|
|
2014
Q1 | $363K | Sell |
3,653
-111
| -3% | -$11K | 0.06% | 215 |
|
|
2013
Q4 | $342K | Sell |
3,764
-1,078
| -22% | -$97.9K | 0.05% | 218 |
|
|
2013
Q3 | $404K | Sell |
4,842
-173
| -3% | -$14.4K | 0.06% | 205 |
|
|
2013
Q2 | $414K | Buy |
+5,015
| New | +$414K | 0.06% | 195 |
|