FZCM
CAT icon

Flynn Zito Capital Management’s Caterpillar CAT Stock Holding History

Flynn Zito Capital Management’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 		$325K Sell
305
-14
-4% -$12.3K 0.09% 102
2026
Q1 		$226K Buy
+319
New +$221K 0.07% 140

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State Farm Mutual Automobile Insurance
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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

Flynn Zito Capital Management's CAT Position: Q2 2026 in Review

Flynn Zito Capital Management reduced its Caterpillar (CAT) stake by 4.4% in Q2 2026, selling an estimated $12.3K and leaving 305 shares worth $325K. The position accounts for 0.09% of the portfolio, ranked #102.

Flynn Zito Capital Management first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Flynn Zito Capital Management held 305 shares of Caterpillar worth $325K as of Q2 2026.
  • Flynn Zito Capital Management sold 14 Caterpillar shares in Q2 2026, an estimated $12.3K.
  • Caterpillar made up 0.09% of Flynn Zito Capital Management's portfolio in Q2 2026, its #102 holding.
  • Flynn Zito Capital Management first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Flynn Zito Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.