Titelia

Fund shareholders of CATERPILLAR INC

ISIN US1491231015 · United States · LEI WRJR7GS4GTRECRRTVX92

Fund shareholders
1,258
Of which ETFs
360 898 other funds
Value held
≈ 110.6B $ 109.6B $ · 75.1M € · 8.7B SEK
Share of capital
24.5 % of 459.7M shares on Jun 30, 2026

1,258 funds hold this company. This table lists the 1,255 that declare it in a regulatory filing. The other 3 publish their holdings in their own reports. The “Fund reports” tab lists them, with their weight.

FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 14,622,04315.6B $0.68 %3.18 %as of Jun 30, 2026 ↗
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 11,933,44412.7B $0.76 %2.60 %as of Jun 30, 2026 ↗
iShares Core S&P 500 ETF iShares Trust 6,335,9606.7B $0.76 %1.38 %as of Jun 30, 2026 ↗
Fidelity 500 Index Fund Fidelity Concord Street Trust 5,954,2885.2B $0.63 %1.30 %as of May 31, 2026 ↗
VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS 4,384,1174.7B $1.83 %0.95 %as of Jun 30, 2026 ↗
State Street(R) Industrial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 2,714,7272.9B $8.51 %0.59 %as of Jun 30, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 2,606,0042.1B $1.62 %0.57 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 2,500,3942.7B $0.76 %0.54 %as of Jun 30, 2026 ↗
JPMorgan Large Cap Growth Fund JPMorgan Trust II 2,247,0782.4B $1.96 %0.49 %as of Jun 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 1,829,0251.5B $1.50 %0.40 %as of Jul 31, 2026 ↗
Growth Fund of America Growth Fund of America 1,805,8681.6B $0.44 %0.39 %as of May 31, 2026 ↗
iShares Russell 1000 Growth ETF iShares Trust 1,734,8411.8B $1.43 %0.38 %as of Jun 30, 2026 ↗
Washington Mutual Investors Fund Washington Mutual Investors Fund 1,438,9471.2B $0.54 %0.31 %as of Jul 31, 2026 ↗
iShares MSCI USA Momentum Factor ETF iShares Trust 1,135,260925M $3.65 %0.25 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 1,098,1821.2B $0.76 %0.24 %as of Jun 30, 2026 ↗
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 1,028,767838.2M $0.58 %0.22 %as of Jul 31, 2026 ↗
iShares S&P 500 Growth ETF iShares Trust 972,3651B $1.38 %0.21 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 879,493770.3M $0.56 %0.19 %as of May 31, 2026 ↗
iShares U.S. Equity Factor Rotation Active ETF BlackRock ETF Trust 816,809665.5M $1.72 %0.18 %as of Jul 31, 2026 ↗
VANGUARD PRIMECAP FUND VANGUARD CHESTER FUNDS 735,970783.7M $0.82 %0.16 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 710,420622.2M $0.56 %0.15 %as of May 31, 2026 ↗
Fidelity Magellan Fund Fidelity Magellan Fund 708,246754.2M $2.00 %0.15 %as of Jun 30, 2026 ↗
AP7 Aktiefond Sjunde AP-fonden 688,0684.6B SEK0.35 %0.15 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF SPDR SERIES TRUST 687,528732.1M $1.38 %0.15 %as of Jun 30, 2026 ↗
T. Rowe Price Growth Stock Fund, Inc. T. ROWE PRICE GROWTH STOCK FUND, INC. 636,280677.6M $1.35 %0.14 %as of Jun 30, 2026 ↗
State Farm Growth Fund Advisers Investment Trust 623,448663.9M $6.68 %0.14 %as of Jun 30, 2026 ↗
American Balanced Fund American Balanced Fund 600,000638.9M $0.22 %0.13 %as of Jun 30, 2026 ↗
Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust 598,114487.3M $1.15 %0.13 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 592,906631.4M $0.67 %0.13 %as of Jun 30, 2026 ↗
Invesco S&P 500 Momentum ETF Invesco Exchange-Traded Fund Trust II 591,276517.9M $2.60 %0.13 %as of May 31, 2026 ↗
VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND 554,161485.4M $5.81 %0.12 %as of May 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 553,057484.4M $0.19 %0.12 %as of May 31, 2026 ↗
VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS 537,920572.8M $0.78 %0.12 %as of Jun 30, 2026 ↗
Invesco American Franchise Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 503,846441.3M $2.42 %0.11 %as of May 31, 2026 ↗
T. Rowe Price Blue Chip Growth Fund, Inc. T. ROWE PRICE BLUE CHIP GROWTH FUND, INC. 500,790533.3M $0.83 %0.11 %as of Jun 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 498,726531.1M $0.37 %0.11 %as of Jun 30, 2026 ↗
MFS Value Fund MFS SERIES TRUST I 496,555434.9M $0.85 %0.11 %as of May 31, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 493,854432.6M $0.60 %0.11 %as of May 31, 2026 ↗
Amplify CWP Enhanced Dividend Income ETF Amplify ETF Trust 471,382502M $6.98 %0.10 %as of Jun 30, 2026 ↗
VANGUARD DIVIDEND GROWTH FUND VANGUARD SPECIALIZED FUNDS 456,288371.8M $1.05 %0.10 %as of Jul 31, 2026 ↗
American Mutual Fund American Mutual Fund 427,525348.4M $0.30 %0.09 %as of Jul 31, 2026 ↗
S&P 500 Index Master Portfolio Master Investment Portfolio 421,403448.8M $0.75 %0.09 %as of Jun 30, 2026 ↗
MFS Growth Fund MFS Series Trust II 399,532349.9M $0.84 %0.09 %as of May 31, 2026 ↗
iShares Core S&P U.S. Growth ETF iShares Trust 396,709422.5M $1.31 %0.09 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 395,971322.6M $0.78 %0.09 %as of Jul 31, 2026 ↗
Investment Co of America Investment Co of America 391,198416.6M $0.23 %0.09 %as of Jun 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 385,240313.9M $0.32 %0.08 %as of Jul 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 377,257307.4M $0.51 %0.08 %as of Jul 31, 2026 ↗
Avantis U.S. Large Cap Value ETF American Century ETF Trust 370,730324.7M $2.52 %0.08 %as of May 31, 2026 ↗
Dimensional US High Profitability ETF Dimensional ETF Trust 347,603283.2M $2.31 %0.08 %as of Jul 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 345,089302.3M $0.31 %0.08 %as of May 31, 2026 ↗
VANGUARD S&P 500 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 342,976300.4M $1.13 %0.07 %as of May 31, 2026 ↗
VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS 337,209359.1M $0.55 %0.07 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 321,812262.2M $0.68 %0.07 %as of Jul 31, 2026 ↗
Fidelity Balanced Fund Fidelity Puritan Trust 321,650281.7M $0.43 %0.07 %as of May 31, 2026 ↗
College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund 319,172339.9M $0.88 %0.07 %as of Jun 30, 2026 ↗
iShares Russell 1000 ETF iShares Trust 316,218336.7M $0.70 %0.07 %as of Jun 30, 2026 ↗
Fidelity Blue Chip Growth Fund Fidelity Securities Fund 307,333250.4M $0.25 %0.07 %as of Jul 31, 2026 ↗
Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST 300,533320M $0.90 %0.07 %as of Jun 30, 2026 ↗
American Funds Fundamental Investors American Funds Fundamental Investors 293,300312.3M $0.17 %0.06 %as of Jun 30, 2026 ↗
T. Rowe Price Dividend Growth Fund, Inc. T. ROWE PRICE DIVIDEND GROWTH FUND, INC. 289,668308.5M $1.30 %0.06 %as of Jun 30, 2026 ↗
T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. 283,397301.8M $0.76 %0.06 %as of Jun 30, 2026 ↗
VANGUARD MEGA CAP VALUE INDEX FUND VANGUARD WORLD FUND 283,327248.2M $1.96 %0.06 %as of May 31, 2026 ↗
WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust 280,194298.4M $1.80 %0.06 %as of Jun 30, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 279,633227.8M $0.53 %0.06 %as of Jul 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 279,494227.7M $0.52 %0.06 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 275,553241.3M $0.56 %0.06 %as of May 31, 2026 ↗
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 268,423285.8M $0.84 %0.06 %as of Jun 30, 2026 ↗
iShares Russell Top 200 Growth ETF iShares Trust 265,268282.5M $1.67 %0.06 %as of Jun 30, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 264,772282M $0.69 %0.06 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 258,725226.6M $1.06 %0.06 %as of May 31, 2026 ↗
T. Rowe Price U.S. Large-Cap Core Fund, Inc. T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC. 256,918273.6M $1.52 %0.06 %as of Jun 30, 2026 ↗
Nuveen Large Cap Growth Index Fund TIAA-CREF Funds 255,531208.2M $1.15 %0.06 %as of Jul 31, 2026 ↗
Invesco Comstock Fund AIM Sector Funds (Invesco Sector Funds) 254,401207.3M $1.39 %0.06 %as of Jul 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 253,126206.2M $0.43 %0.06 %as of Jul 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 250,659204.2M $0.52 %0.05 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 248,865265M $0.42 %0.05 %as of Jun 30, 2026 ↗
Income Fund of America Income Fund of America 240,507196M $0.13 %0.05 %as of Jul 31, 2026 ↗
Fidelity Growth Company Fund Fidelity Mt. Vernon Street Trust 238,651209M $0.21 %0.05 %as of May 31, 2026 ↗
College Retirement Equities Fund - Growth Account College Retirement Equities Fund 235,335250.6M $0.58 %0.05 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 234,457205.4M $1.32 %0.05 %as of May 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 220,406234.7M $0.68 %0.05 %as of Jun 30, 2026 ↗
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 217,797177.5M $0.18 %0.05 %as of Jul 31, 2026 ↗
ProShares S&P 500 Dividend Aristocrats ETF ProShares Trust 202,695177.5M $1.60 %0.04 %as of May 31, 2026 ↗
College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund 199,700212.7M $0.76 %0.04 %as of Jun 30, 2026 ↗
iShares S&P 100 ETF iShares Trust 199,460212.4M $1.06 %0.04 %as of Jun 30, 2026 ↗
iShares U.S. Infrastructure ETF iShares Trust 198,100211M $4.57 %0.04 %as of Jun 30, 2026 ↗
U.S. High Relative Profitability Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 193,317157.5M $2.51 %0.04 %as of Jul 31, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 190,677203.1M $0.68 %0.04 %as of Jun 30, 2026 ↗
Putnam Large Cap Growth Fund Putnam Investment Funds 180,509147.1M $1.09 %0.04 %as of Jul 31, 2026 ↗
T. Rowe Price All-Cap Opportunities Fund T. Rowe Price All-Cap Opportunities Fund, Inc. 179,696191.4M $1.31 %0.04 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 175,656153.9M $0.60 %0.04 %as of May 31, 2026 ↗
State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST 174,084185.4M $0.74 %0.04 %as of Jun 30, 2026 ↗
Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC 173,200184.4M $0.77 %0.04 %as of Jun 30, 2026 ↗
iShares U.S. Thematic Rotation Active ETF BlackRock ETF Trust 169,895138.4M $2.14 %0.04 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - Responsible Balanced Account College Retirement Equities Fund 163,769174.4M $0.81 %0.04 %as of Jun 30, 2026 ↗
JNL/Mellon Dow Index Fund JNL Series Trust 152,702162.6M $12.07 %0.03 %as of Jun 30, 2026 ↗
Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST 152,519124.3M $5.40 %0.03 %as of Jul 31, 2026 ↗
Capital Group Growth ETF Capital Group Growth ETF 152,237133.3M $0.55 %0.03 %as of May 31, 2026 ↗
Fidelity Advisor Growth Opportunities Fund Fidelity Advisor Series I 151,500132.7M $0.38 %0.03 %as of May 31, 2026 ↗

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Funds that publish their own holdings

FundWeight in fund
Pictet - USA Index Pictet Asset Management (Europe) S.A. 0.40 %as of Sep 30, 2025 ↗
Amundi Dynamique Climat Amundi Asset Management 0.08 %as of Sep 30, 2025 ↗
Pictet - Quest AI-Driven Global Equities Pictet Asset Management (Europe) S.A. 0.05 %as of Sep 30, 2025 ↗

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Corgi Natural Gas Power & Turbines ETF Corgi ETF Trust I 15.63 %as of Jun 30, 2026 ↗
JNL/Mellon Dow Index Fund JNL Series Trust 12.07 %as of Jun 30, 2026 ↗
Dow 2x Strategy Fund Rydex Variable Trust 11.55 %as of Jun 30, 2026 ↗
Dow Jones Industrial Average Fund Rydex Series Funds 10.88 %as of Jun 30, 2026 ↗
PROFUND VP INDUSTRIALS ProFunds 9.80 %as of Jun 30, 2026 ↗
Global X Dow 30 Covered Call ETF GLOBAL X FUNDS 9.34 %as of Jul 31, 2026 ↗
Global X Dow 30 Covered Call & Growth ETF GLOBAL X FUNDS 9.28 %as of Jul 31, 2026 ↗
Inspire 100 ETF Northern Lights Fund Trust IV 8.80 %as of May 31, 2026 ↗
Dow 2x Strategy Fund Rydex Dynamic Funds 8.60 %as of Jun 30, 2026 ↗
State Street(R) Industrial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 8.51 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q31,144+50111,298,681-0.7 %
2026Q21,094+95112,113,359+0.9 %
2026Q1999+35111,155,310+1.5 %
2025Q4964+94109,466,816+3.3 %
2025Q3870-28105,928,631-4.4 %
2025Q2898+8110,838,911-6.8 %
2025Q1890-26118,938,660-0.0 %
2024Q4916-26118,983,088-4.0 %
2024Q3942+24123,959,959-4.9 %
2024Q2918+23130,335,555+3.6 %
2024Q1895-39125,803,823-7.2 %
2023Q4934135,507,576

Institutional managers

3,701 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.37,169,43326.3B $as of Mar 31, 2026
STATE STREET CORP34,880,60424.7B $as of Mar 31, 2026
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO14,564,72610.3B $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC11,127,4837.9B $as of Mar 31, 2026
Fisher Asset Management, LLC9,775,9526.9B $as of Mar 31, 2026
MORGAN STANLEY7,499,6625.3B $as of Mar 31, 2026
GATES FOUNDATION TRUST6,353,6144.5B $as of Mar 31, 2026
NORTHERN TRUST CORP5,678,7954B $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/5,677,5784B $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/5,582,0184M $as of Mar 31, 2026
Invesco Ltd.3,849,6002.7B $as of Mar 31, 2026
FMR LLC3,824,2932.7B $as of Mar 31, 2026
Capital World Investors3,543,9402.5B $as of Mar 31, 2026
Capital International Investors3,459,2782.5B $as of Mar 31, 2026
Bank of New York Mellon Corp3,448,1692.4B $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC3,354,0032.4B $as of Mar 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC3,267,5332.3B $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC3,210,9712.3B $as of Mar 31, 2026
Capital Research Global Investors3,200,8492.3B $as of Mar 31, 2026
DIAMANT ASSET MANAGEMENT, INC.3,140,6033.1M $as of Mar 31, 2026
JPMORGAN CHASE & CO2,940,5792B $as of Mar 31, 2026
Legal & General Group Plc2,772,5922B $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP2,746,0731.9B $as of Mar 31, 2026
Nuveen, LLC2,310,2581.6B $as of Mar 31, 2026
ROYAL BANK OF CANADA2,249,5021.6B $as of Mar 31, 2026

Funds holding the debt of CATERPILLAR INC

147 funds declare 472 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
VANGUARD TOTAL BOND MARKET II INDEX FUND10115.4M $as of Jun 30, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND13100.6M $as of Jun 30, 2026
iShares iBoxx $ Investment Grade Corporate Bond ETF648.7M $as of May 31, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND147M $as of May 31, 2026
iShares Core U.S. Aggregate Bond ETF1342.9M $as of May 31, 2026
Fidelity U.S. Bond Index Fund426.5M $as of May 31, 2026
VANGUARD WELLINGTON FUND126.2M $as of May 31, 2026
Fidelity Series Bond Index Fund522.4M $as of May 31, 2026
VANGUARD WELLESLEY INCOME FUND121.9M $as of Jun 30, 2026
iShares Broad USD Investment Grade Corporate Bond ETF1317.6M $as of May 31, 2026
VANGUARD LONG-TERM CORPORATE BOND INDEX FUND614M $as of May 31, 2026
VANGUARD LONG-TERM INVESTMENT-GRADE FUND114M $as of Jul 31, 2026
Columbia Variable Portfolio - Select Corporate Income Fund113.9M $as of Jun 30, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF213.9M $as of May 31, 2026
Inspire Corporate Bond ETF311.6M $as of May 31, 2026
iShares Core Universal USD Bond ETF1311.4M $as of Jul 31, 2026
Schwab 5-10 Year Corporate Bond ETF210.9M $as of Jun 30, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF38.1M $as of May 31, 2026
SIIT INTERMEDIATE DURATION CREDIT FUND28M $as of May 31, 2026
VANGUARD LONG-TERM BOND INDEX FUND67.6M $as of Jun 30, 2026
LVIP Franklin Templeton Core Bond Fund17.2M $as of Jun 30, 2026
Avantis Core Fixed Income ETF27M $as of May 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND26.9M $as of May 31, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND16M $as of Jun 30, 2026
Nuveen Bond Index Fund85.9M $as of Jun 30, 2026
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Titelia. "Fund shareholders of CATERPILLAR INC". https://titelia.com/en/stocks/caterpillar-inc-US1491231015