Sienna Gestion’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$11.6M	Buy	32,638 +3,000	+10%	+$1.06M	0.8%	30
2025 Q1	$9.5M	Sell	29,638 -1,773	-6%	-$568K	0.77%	38
2024 Q4	$11.4M	Buy	31,411 +28,947	+1,175%	+$10.5M	0.77%	31
2024 Q3	$961K	Buy	+2,464	New	+$961K	0.06%	132