Ownership history in Sienna Gestion · 5 quarters on record
This page tracks every 13F SEC filing in which Sienna Gestion reported a position in CATERPILLAR INC (CAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 2,464 | -30,174 | -92.5% | 0.07% | $1.1M | $474.67 |
| 2025 Q2 | ADDED | 32,638 | +3,000 | +10.1% | 0.80% | $11.6M | $384.78 |
| 2025 Q1 | REDUCED | 29,638 | -1,773 | -5.6% | 0.77% | $9.5M | $325.32 |
| 2024 Q4 | ADDED | 31,411 | +28,947 | +1174.8% | 0.77% | $11.4M | $356.53 |
As of 2025 Q4 — sorted by position size