Zinnia Wealth Advisory’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
Zinnia Wealth Advisory's CAT Position: Q2 2026 in Review
Zinnia Wealth Advisory increased its Caterpillar (CAT) stake by 0.35% in Q2 2026, buying an estimated $5.27K and bringing the position to 1,722 shares worth $1.83M. The position accounts for 1.87% of the portfolio, ranked #13.
Zinnia Wealth Advisory first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,039 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Zinnia Wealth Advisory held 1,722 shares of Caterpillar worth $1.83M as of Q2 2026.
- Zinnia Wealth Advisory bought 6 Caterpillar shares in Q2 2026, an estimated $5.27K.
- Caterpillar made up 1.87% of Zinnia Wealth Advisory's portfolio in Q2 2026, its #13 holding.
- Zinnia Wealth Advisory first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
- 4,039 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Zinnia Wealth Advisory's 13F filing for Q2 2026, filed 30 Jul 2026.