ZBNA
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Zions Bancorporation, National Association’s Caterpillar CAT Stock Holding History

Zions Bancorporation, National Association’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
Q1 		$1.88M Sell
2,652
-250
-9% -$173K 0.12% 108
2025
Q4 		$1.66M Buy
2,902
+720
+33% +$400K 0.08% 171
2025
Q3 		$1.04M Buy
2,182
+940
+76% +$401K 0.05% 220
2025
Q2 		$482K Sell
1,242
-22
-2% -$7.33K 0.03% 275
2025
Q1 		$417K Buy
+1,264
New +$450K 0.03% 277

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Zions Bancorporation, National Association's CAT Position: Q1 2026 in Review

Zions Bancorporation, National Association reduced its Caterpillar (CAT) stake by 8.6% in Q1 2026, selling an estimated $173K and leaving 2,652 shares worth $1.88M. The position accounts for 0.12% of the portfolio, ranked #108.

Zions Bancorporation, National Association first reported a position in CAT in Q1 2025 and has held it in 5 quarters since. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Zions Bancorporation, National Association held 2,652 shares of Caterpillar worth $1.88M as of Q1 2026.
  • Zions Bancorporation, National Association sold 250 Caterpillar shares in Q1 2026, an estimated $173K.
  • Caterpillar made up 0.12% of Zions Bancorporation, National Association's portfolio in Q1 2026, its #108 holding.
  • Zions Bancorporation, National Association first reported a position in Caterpillar in Q1 2025 and has held it in 5 quarters since.
  • 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q1 2026, filed 8 May 2026.