ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/
BankPosition in CAT — Caterpillar Inc
CIK 109380
SALT LAKE CITY, UT
Position in CAT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$5,325,564
+$3,446,729 QoQ
Shares Held
5,001
+88.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#1,192
of 4,031 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ holds $7,251,508 across 8 Farm & Heavy Construction Machinery names. CAT ranks #1 (73.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
5,001 | $5,325,564 | |
| 2 | DE |
Deere & Co
|
2,264 | $1,436,123 | |
| 3 | AGCO |
Agco Corp /De
|
3,405 | $407,578 | |
| 4 | PCAR |
Paccar Inc
|
563 | $67,627 | |
| 5 | CNH |
CNH Industrial N.V.
|
517 | $5,805 | |
| 6 | OSK |
Oshkosh Corp
|
34 | $5,218 | |
| 7 | TEX |
Terex Corp
|
39 | $2,823 | |
| 8 | FSS |
Federal Signal Corp /De/
|
6 | $770 |
All Filings in CAT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,325,564 | 5,001 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,878,835 | 2,652 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,662,468 | 2,902 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,041,141 | 2,182 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $482,156 | 1,242 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $416,867 | 1,264 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||