Siena Capital’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$1.06M Buy
6,433
+301
+5% +$49.4K 0.69% 44
2022
Q2
$1.1M Buy
6,132
+204
+3% +$36.5K 0.66% 42
2022
Q1
$1.32M Sell
5,928
-953
-14% -$212K 0.75% 41
2021
Q4
$1.42M Buy
+6,881
New +$1.42M 0.82% 39