SG
CAT icon

Sienna Gestion’s Caterpillar CAT Stock Holding History

Sienna Gestion’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
2026
Q2 		$1.02M Buy
+972
New +$854K 0.06% 115
2025
Q4 		– Sell
-2,464
Closed -$1.07M – 159
2025
Q3 		$1.07M Sell
2,464
-30,174
-92% -$12.9M 0.07% 120
2025
Q2 		$11.6M Buy
32,638
+3,000
+10% +$1,000K 0.8% 30
2025
Q1 		$9.5M Sell
29,638
-1,773
-6% -$632K 0.77% 38
2024
Q4 		$11.4M Buy
31,411
+28,947
+1,175% +$11.2M 0.77% 31
2024
Q3 		$961K Buy
+2,464
New +$851K 0.06% 132

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Sienna Gestion's CAT Position: Q2 2026 in Review

Sienna Gestion opened a new position in Caterpillar (CAT) in Q2 2026: 972 shares worth $1.02M. The stake represents 0.06% of the portfolio and ranks #115 among its holdings. This is a return to the name: Sienna Gestion previously reported a position in CAT as recently as Q3 2025.

Sienna Gestion first reported a position in CAT in Q3 2024 and has held it in 6 quarters since. The position peaked at $11.6M in Q2 2025. 4,033 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Sienna Gestion held 972 shares of Caterpillar worth $1.02M as of Q2 2026.
  • Caterpillar was a new Sienna Gestion position in Q2 2026.
  • Caterpillar made up 0.06% of Sienna Gestion's portfolio in Q2 2026, its #115 holding.
  • Sienna Gestion first reported a position in Caterpillar in Q3 2024 and has held it in 6 quarters since.
  • Sienna Gestion's Caterpillar position peaked at $11.6M in Q2 2025.
  • 4,033 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Sienna Gestion's 13F filing for Q2 2026, filed 13 Aug 2026.