Titelia

Fund shareholders of Caterpillar Inc

ISIN US1491231015 · United States · LEI WRJR7GS4GTRECRRTVX92

Fund shareholders
1,208
Of which ETFs
338 870 other funds
Value held
84.6B $ 75.1M € · 8.7B SEK
Share of capital
24.7 % of 459.7M shares on Jun 30, 2026

1,208 funds hold this company: 1,205 declare it in a regulatory filing, and this table serves those page by page; 3 more are read from the reports their funds publish, and are not in it.

FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 14,774,69110.5B $0.53 %3.21 %as of Mar 31, 2026 ↗
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 11,822,7708.4B $0.59 %2.57 %as of Mar 31, 2026 ↗
iShares Core S&P 500 ETF iShares Trust 5,983,7584.2B $0.59 %1.30 %as of Mar 31, 2026 ↗
Fidelity 500 Index Fund Fidelity Concord Street Trust 5,955,6314.4B $0.59 %1.30 %as of Feb 28, 2026 ↗
VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS 4,303,7403B $1.35 %0.94 %as of Mar 31, 2026 ↗
Washington Mutual Investors Fund Washington Mutual Investors Fund 2,696,6412.4B $1.12 %0.59 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 2,623,4841.9B $0.59 %0.57 %as of Mar 31, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 2,612,1692.3B $1.87 %0.57 %as of Apr 30, 2026 ↗
State Street(R) Industrial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 2,610,1191.8B $6.53 %0.57 %as of Mar 31, 2026 ↗
Growth Fund of America Growth Fund of America 2,190,0331.6B $0.50 %0.48 %as of Feb 28, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 1,824,7101.6B $1.72 %0.40 %as of Apr 30, 2026 ↗
iShares MSCI USA Quality Factor ETF iShares Trust 1,416,2151.3B $2.52 %0.31 %as of Apr 30, 2026 ↗
VANGUARD WELLINGTON FUND VANGUARD WELLINGTON FUND 1,104,570820.5M $0.68 %0.24 %as of Feb 28, 2026 ↗
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 1,032,137918.7M $0.67 %0.22 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 978,295693.1M $0.59 %0.21 %as of Mar 31, 2026 ↗
iShares S&P 500 Growth ETF iShares Trust 977,783692.7M $1.14 %0.21 %as of Mar 31, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 932,467660.6M $0.95 %0.20 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 875,087650M $0.52 %0.19 %as of Feb 28, 2026 ↗
iShares MSCI USA Momentum Factor ETF iShares Trust 871,130775.4M $3.21 %0.19 %as of Apr 30, 2026 ↗
American Balanced Fund American Balanced Fund 800,000566.8M $0.21 %0.17 %as of Mar 31, 2026 ↗
American Mutual Fund American Mutual Fund 797,299709.7M $0.62 %0.17 %as of Apr 30, 2026 ↗
VANGUARD DIVIDEND GROWTH FUND VANGUARD SPECIALIZED FUNDS 768,689684.2M $1.85 %0.17 %as of Apr 30, 2026 ↗
VANGUARD PRIMECAP FUND VANGUARD CHESTER FUNDS 735,970521.4M $0.72 %0.16 %as of Mar 31, 2026 ↗
Invesco S&P 500 Quality ETF Invesco Exchange-Traded Fund Trust 732,733652.2M $3.78 %0.16 %as of Apr 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 692,961514.8M $0.52 %0.15 %as of Feb 28, 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 668,308473.5M $1.14 %0.15 %as of Mar 31, 2026 ↗
State Farm Growth Fund Advisers Investment Trust 668,252473.4M $5.31 %0.15 %as of Mar 31, 2026 ↗
MFS Value Fund MFS SERIES TRUST I 604,447449M $0.80 %0.13 %as of Feb 28, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 584,699414.2M $0.52 %0.13 %as of Mar 31, 2026 ↗
T. Rowe Price Value Fund, Inc. T. ROWE PRICE VALUE FUND, INC. 584,466414.1M $1.30 %0.13 %as of Mar 31, 2026 ↗
New Perspective Fund New Perspective Fund 556,452394.2M $0.26 %0.12 %as of Mar 31, 2026 ↗
VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS 546,224387M $0.60 %0.12 %as of Mar 31, 2026 ↗
VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND 536,454398.5M $4.90 %0.12 %as of Feb 28, 2026 ↗
VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS 503,495356.7M $0.57 %0.11 %as of Mar 31, 2026 ↗
iShares U.S. Equity Factor Rotation Active ETF BlackRock ETF Trust 486,431433M $1.27 %0.11 %as of Apr 30, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 482,036358.1M $0.56 %0.10 %as of Feb 28, 2026 ↗
Amplify CWP Enhanced Dividend Income ETF Amplify ETF Trust 470,047333M $5.04 %0.10 %as of Mar 31, 2026 ↗
Investment Co of America Investment Co of America 461,986327.3M $0.20 %0.10 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 459,358325.4M $0.25 %0.10 %as of Mar 31, 2026 ↗
S&P 500 Index Master Portfolio Master Investment Portfolio 424,035300.4M $0.58 %0.09 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 395,971352.5M $0.88 %0.09 %as of Apr 30, 2026 ↗
iShares Core S&P U.S. Growth ETF iShares Trust 394,460279.5M $1.08 %0.09 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 388,578345.9M $0.59 %0.08 %as of Apr 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 372,587331.6M $0.37 %0.08 %as of Apr 30, 2026 ↗
Avantis U.S. Large Cap Value ETF American Century ETF Trust 370,473275.2M $2.59 %0.08 %as of Feb 28, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 360,691267.9M $0.29 %0.08 %as of Feb 28, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 351,495312.9M $0.79 %0.08 %as of Apr 30, 2026 ↗
Income Fund of America Income Fund of America 349,177310.8M $0.21 %0.08 %as of Apr 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 347,181257.9M $0.12 %0.08 %as of Feb 28, 2026 ↗
MFS Growth Fund MFS Series Trust II 345,316256.5M $0.64 %0.08 %as of Feb 28, 2026 ↗
VANGUARD S&P 500 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 337,026250.4M $1.14 %0.07 %as of Feb 28, 2026 ↗
Dimensional US High Profitability ETF Dimensional ETF Trust 336,732299.7M $2.64 %0.07 %as of Apr 30, 2026 ↗
Invesco American Franchise Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 335,323249.1M $1.51 %0.07 %as of Feb 28, 2026 ↗
iShares Russell 1000 ETF iShares Trust 330,516234.2M $0.55 %0.07 %as of Mar 31, 2026 ↗
Fidelity Balanced Fund Fidelity Puritan Trust 326,550242.6M $0.39 %0.07 %as of Feb 28, 2026 ↗
T. Rowe Price U.S. Large-Cap Core Fund, Inc. T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC. 325,680230.7M $1.40 %0.07 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 321,812286.4M $0.76 %0.07 %as of Apr 30, 2026 ↗
College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund 317,652225M $0.67 %0.07 %as of Mar 31, 2026 ↗
American Funds Fundamental Investors American Funds Fundamental Investors 312,300221.3M $0.14 %0.07 %as of Mar 31, 2026 ↗
T. Rowe Price Dividend Growth Fund, Inc. T. ROWE PRICE DIVIDEND GROWTH FUND, INC. 309,487219.3M $0.97 %0.07 %as of Mar 31, 2026 ↗
T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. 290,535205.8M $0.59 %0.06 %as of Mar 31, 2026 ↗
Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST 288,015204M $0.66 %0.06 %as of Mar 31, 2026 ↗
WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust 279,388197.9M $1.29 %0.06 %as of Mar 31, 2026 ↗
Fidelity SAI U.S. Momentum Index Fund Fidelity Salem Street Trust 276,875246.4M $3.03 %0.06 %as of Apr 30, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 276,693196M $0.54 %0.06 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 274,733244.5M $0.59 %0.06 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 271,920202M $0.52 %0.06 %as of Feb 28, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 261,959185.6M $0.32 %0.06 %as of Mar 31, 2026 ↗
Growth-Income Fund AMERICAN FUNDS INSURANCE SERIES 259,373183.8M $0.45 %0.06 %as of Mar 31, 2026 ↗
ProShares S&P 500 Dividend Aristocrats ETF ProShares Trust 257,978191.6M $1.60 %0.06 %as of Feb 28, 2026 ↗
Invesco Comstock Fund AIM Sector Funds (Invesco Sector Funds) 254,401226.4M $1.58 %0.06 %as of Apr 30, 2026 ↗
VANGUARD MEGA CAP VALUE INDEX FUND VANGUARD WORLD FUND 253,653188.4M $1.57 %0.06 %as of Feb 28, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 246,720183.3M $1.17 %0.05 %as of Feb 28, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 244,094217.3M $0.49 %0.05 %as of Apr 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 241,416214.9M $0.59 %0.05 %as of Apr 30, 2026 ↗
Growth Fund AMERICAN FUNDS INSURANCE SERIES 239,170169.4M $0.34 %0.05 %as of Mar 31, 2026 ↗
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 238,288212.1M $0.24 %0.05 %as of Apr 30, 2026 ↗
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 235,279166.7M $0.60 %0.05 %as of Mar 31, 2026 ↗
Fidelity Growth Company Fund Fidelity Mt. Vernon Street Trust 231,751172.2M $0.21 %0.05 %as of Feb 28, 2026 ↗
iShares Russell 1000 Growth ETF iShares Trust 229,821162.8M $0.15 %0.05 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 224,216158.8M $0.52 %0.05 %as of Mar 31, 2026 ↗
iShares U.S. Infrastructure ETF iShares Trust 219,126155.2M $4.20 %0.05 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund 212,127150.3M $0.59 %0.05 %as of Mar 31, 2026 ↗
Putnam Large Cap Growth Fund Putnam Investment Funds 209,239186.2M $1.36 %0.05 %as of Apr 30, 2026 ↗
iShares S&P 100 ETF iShares Trust 205,729145.8M $0.82 %0.04 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 205,161152.4M $0.62 %0.04 %as of Feb 28, 2026 ↗
AMCAP Fund AMCAP Fund 199,678148.3M $0.16 %0.04 %as of Feb 28, 2026 ↗
U.S. High Relative Profitability Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 194,722173.3M $2.84 %0.04 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 192,046142.7M $0.77 %0.04 %as of Feb 28, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 190,677135.1M $0.52 %0.04 %as of Mar 31, 2026 ↗
BlackRock Equity Dividend Fund BlackRock Equity Dividend Fund 188,338167.6M $0.85 %0.04 %as of Apr 30, 2026 ↗
iShares U.S. Thematic Rotation Active ETF BlackRock ETF Trust 180,922161M $1.95 %0.04 %as of Apr 30, 2026 ↗
Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC 175,800124.5M $0.61 %0.04 %as of Mar 31, 2026 ↗
State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST 172,284122.1M $0.58 %0.04 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Responsible Balanced Account College Retirement Equities Fund 170,109120.5M $0.59 %0.04 %as of Mar 31, 2026 ↗
T. Rowe Price All-Cap Opportunities Fund T. Rowe Price All-Cap Opportunities Fund, Inc. 168,496119.4M $0.83 %0.04 %as of Mar 31, 2026 ↗
T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. 168,476119.4M $0.76 %0.04 %as of Mar 31, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 165,152147M $1.10 %0.04 %as of Apr 30, 2026 ↗
JNL/Mellon Dow Index Fund JNL Series Trust 161,550114.5M $9.36 %0.04 %as of Mar 31, 2026 ↗

Download this table: CSV, JSON

Report an error

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Global X Dow 30 Covered Call ETF GLOBAL X FUNDS 11.12 %as of Apr 30, 2026 ↗
Global X Dow 30 Covered Call & Growth ETF GLOBAL X FUNDS 11.06 %as of Apr 30, 2026 ↗
INDUSTRIALS ULTRASECTOR PROFUND ProFunds 9.81 %as of Apr 30, 2026 ↗
JNL/Mellon Dow Index Fund JNL Series Trust 9.36 %as of Mar 31, 2026 ↗
Dow Jones Industrial Average Fund Rydex Series Funds 8.59 %as of Mar 31, 2026 ↗
Inspire 100 ETF Northern Lights Fund Trust IV 8.56 %as of Feb 28, 2026 ↗
Dow 2x Strategy Fund Rydex Variable Trust 8.03 %as of Mar 31, 2026 ↗
ULTRA DOW 30 PROFUND ProFunds 7.72 %as of Apr 30, 2026 ↗
Dow 2x Strategy Fund Rydex Dynamic Funds 7.68 %as of Mar 31, 2026 ↗
CANTERBURY PORTFOLIO THERMOSTAT FUND Capitol Series Trust 7.47 %as of Apr 30, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
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 25 largest follow.

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

Declared shareholders of Caterpillar Inc

1 beneficial ownership filing. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Vanguard Capital Management 7.47 %34,776,099as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Caterpillar Inc

157 funds declare 483 bond lines of this company; the 25 largest holdings follow. The amount is the one filed, never a share of the debt: no regulator publishes the amount outstanding in open access.

FundBond linesValue
VANGUARD TOTAL BOND MARKET II INDEX FUND10115.1M $as of Mar 31, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND1399.1M $as of Mar 31, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND168.7M $as of Feb 28, 2026
iShares iBoxx $ Investment Grade Corporate Bond ETF658.7M $as of Feb 28, 2026
iShares Core U.S. Aggregate Bond ETF1345.4M $as of Feb 28, 2026
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND135.7M $as of Apr 30, 2026
Fidelity U.S. Bond Index Fund427.3M $as of Feb 28, 2026
VANGUARD WELLINGTON FUND126.9M $as of Feb 28, 2026
VANGUARD WELLESLEY INCOME FUND121.9M $as of Mar 31, 2026
Fidelity Series Bond Index Fund520.7M $as of Feb 28, 2026
iShares Broad USD Investment Grade Corporate Bond ETF1317.9M $as of Feb 28, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF317.3M $as of Feb 28, 2026
VANGUARD LONG-TERM CORPORATE BOND INDEX FUND617.1M $as of Feb 28, 2026
VANGUARD LONG-TERM INVESTMENT-GRADE FUND116.1M $as of Apr 30, 2026
Columbia Variable Portfolio - Corporate Bond Fund114M $as of Mar 31, 2026
Schwab 5-10 Year Corporate Bond ETF312M $as of Mar 31, 2026
Inspire Corporate Bond ETF312M $as of Feb 28, 2026
iShares Core Universal USD Bond ETF1310.2M $as of Apr 30, 2026
Hartford Dynamic Bond Fund19.1M $as of Apr 30, 2026
SIIT INTERMEDIATE DURATION CREDIT FUND28.5M $as of Feb 28, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF28.3M $as of Feb 28, 2026
VANGUARD LONG-TERM BOND INDEX FUND68M $as of Mar 31, 2026
LVIP Franklin Templeton Core Bond Fund17.3M $as of Mar 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND26.8M $as of Feb 28, 2026
Avantis Core Fixed Income ETF26.6M $as of Feb 28, 2026
Cite this page

Titelia. "Fund shareholders of Caterpillar Inc". https://titelia.com/en/stocks/caterpillar-inc-US1491231015