Funds holding Caterpillar Inc
1205 funds declare a position · 338 ETFs and 867 other funds · 84.6B $· 8.7B SEK· 75.1M € · US1491231015
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 14,774,691 | 10.5B $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| 2 | VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 11,822,770 | 8.4B $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 3 | iShares Core S&P 500 ETF iShares Trust | 5,983,758 | 4.2B $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 4 | Fidelity 500 Index Fund Fidelity Concord Street Trust | 5,955,631 | 4.4B $ | 0.59 % | as of Feb 28, 2026 · Original filing |
| 5 | VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 4,303,740 | 3B $ | 1.35 % | as of Mar 31, 2026 · Original filing |
| 6 | Washington Mutual Investors Fund Washington Mutual Investors Fund | 2,696,641 | 2.4B $ | 1.12 % | as of Apr 30, 2026 · Original filing |
| 7 | VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 2,623,484 | 1.9B $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 8 | VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 2,612,169 | 2.3B $ | 1.87 % | as of Apr 30, 2026 · Original filing |
| 9 | State Street(R) Industrial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 2,610,119 | 1.8B $ | 6.53 % | as of Mar 31, 2026 · Original filing |
| 10 | Growth Fund of America Growth Fund of America | 2,190,033 | 1.6B $ | 0.50 % | as of Feb 28, 2026 · Original filing |
| 11 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 1,824,710 | 1.6B $ | 1.72 % | as of Apr 30, 2026 · Original filing |
| 12 | iShares MSCI USA Quality Factor ETF iShares Trust | 1,416,215 | 1.3B $ | 2.52 % | as of Apr 30, 2026 · Original filing |
| 13 | VANGUARD WELLINGTON FUND VANGUARD WELLINGTON FUND | 1,104,570 | 820.5M $ | 0.68 % | as of Feb 28, 2026 · Original filing |
| 14 | Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 1,032,137 | 918.7M $ | 0.67 % | as of Apr 30, 2026 · Original filing |
| 15 | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 978,295 | 693.1M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 16 | iShares S&P 500 Growth ETF iShares Trust | 977,783 | 692.7M $ | 1.14 % | as of Mar 31, 2026 · Original filing |
| 17 | iShares Russell 1000 Value ETF iShares Trust | 932,467 | 660.6M $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| 18 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 875,087 | 650M $ | 0.52 % | as of Feb 28, 2026 · Original filing |
| 19 | iShares MSCI USA Momentum Factor ETF iShares Trust | 871,130 | 775.4M $ | 3.21 % | as of Apr 30, 2026 · Original filing |
| 20 | American Balanced Fund American Balanced Fund | 800,000 | 566.8M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 21 | American Mutual Fund American Mutual Fund | 797,299 | 709.7M $ | 0.62 % | as of Apr 30, 2026 · Original filing |
| 22 | VANGUARD DIVIDEND GROWTH FUND VANGUARD SPECIALIZED FUNDS | 768,689 | 684.2M $ | 1.85 % | as of Apr 30, 2026 · Original filing |
| 23 | VANGUARD PRIMECAP FUND VANGUARD CHESTER FUNDS | 735,970 | 521.4M $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| 24 | Invesco S&P 500 Quality ETF Invesco Exchange-Traded Fund Trust | 732,733 | 652.2M $ | 3.78 % | as of Apr 30, 2026 · Original filing |
| 25 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 692,961 | 514.8M $ | 0.52 % | as of Feb 28, 2026 · Original filing |
| 26 | AP7 Aktiefond Sjunde AP-fonden | 688,068 | 4.6B SEK | 0.35 % | as of Mar 31, 2026 · Original filing |
| 27 | State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF SPDR SERIES TRUST | 668,308 | 473.5M $ | 1.14 % | as of Mar 31, 2026 · Original filing |
| 28 | State Farm Growth Fund Advisers Investment Trust | 668,252 | 473.4M $ | 5.31 % | as of Mar 31, 2026 · Original filing |
| 29 | MFS Value Fund MFS SERIES TRUST I | 604,447 | 449M $ | 0.80 % | as of Feb 28, 2026 · Original filing |
| 30 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 584,699 | 414.2M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| 31 | T. Rowe Price Value Fund, Inc. T. ROWE PRICE VALUE FUND, INC. | 584,466 | 414.1M $ | 1.30 % | as of Mar 31, 2026 · Original filing |
| 32 | New Perspective Fund New Perspective Fund | 556,452 | 394.2M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 33 | VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 546,224 | 387M $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| 34 | VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND | 536,454 | 398.5M $ | 4.90 % | as of Feb 28, 2026 · Original filing |
| 35 | VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | 503,495 | 356.7M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| 36 | iShares U.S. Equity Factor Rotation Active ETF BlackRock ETF Trust | 486,431 | 433M $ | 1.27 % | as of Apr 30, 2026 · Original filing |
| 37 | Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 482,036 | 358.1M $ | 0.56 % | as of Feb 28, 2026 · Original filing |
| 38 | Amplify CWP Enhanced Dividend Income ETF Amplify ETF Trust | 470,047 | 333M $ | 5.04 % | as of Mar 31, 2026 · Original filing |
| 39 | Investment Co of America Investment Co of America | 461,986 | 327.3M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 40 | College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 459,358 | 325.4M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 41 | S&P 500 Index Master Portfolio Master Investment Portfolio | 424,035 | 300.4M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| 42 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 395,971 | 352.5M $ | 0.88 % | as of Apr 30, 2026 · Original filing |
| 43 | iShares Core S&P U.S. Growth ETF iShares Trust | 394,460 | 279.5M $ | 1.08 % | as of Mar 31, 2026 · Original filing |
| 44 | Nuveen Equity Index Fund TIAA-CREF Funds | 388,578 | 345.9M $ | 0.59 % | as of Apr 30, 2026 · Original filing |
| 45 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 372,587 | 331.6M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| 46 | Avantis U.S. Large Cap Value ETF American Century ETF Trust | 370,473 | 275.2M $ | 2.59 % | as of Feb 28, 2026 · Original filing |
| 47 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 360,691 | 267.9M $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| 48 | iShares Core Dividend Growth ETF iShares Trust | 351,495 | 312.9M $ | 0.79 % | as of Apr 30, 2026 · Original filing |
| 49 | Income Fund of America Income Fund of America | 349,177 | 310.8M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 50 | Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 347,181 | 257.9M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| 51 | MFS Growth Fund MFS Series Trust II | 345,316 | 256.5M $ | 0.64 % | as of Feb 28, 2026 · Original filing |
| 52 | VANGUARD S&P 500 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 337,026 | 250.4M $ | 1.14 % | as of Feb 28, 2026 · Original filing |
| 53 | Dimensional US High Profitability ETF Dimensional ETF Trust | 336,732 | 299.7M $ | 2.64 % | as of Apr 30, 2026 · Original filing |
| 54 | Invesco American Franchise Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 335,323 | 249.1M $ | 1.51 % | as of Feb 28, 2026 · Original filing |
| 55 | iShares Russell 1000 ETF iShares Trust | 330,516 | 234.2M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| 56 | Fidelity Balanced Fund Fidelity Puritan Trust | 326,550 | 242.6M $ | 0.39 % | as of Feb 28, 2026 · Original filing |
| 57 | T. Rowe Price U.S. Large-Cap Core Fund, Inc. T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC. | 325,680 | 230.7M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| 58 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 321,812 | 286.4M $ | 0.76 % | as of Apr 30, 2026 · Original filing |
| 59 | College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund | 317,652 | 225M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| 60 | American Funds Fundamental Investors American Funds Fundamental Investors | 312,300 | 221.3M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 61 | T. Rowe Price Dividend Growth Fund, Inc. T. ROWE PRICE DIVIDEND GROWTH FUND, INC. | 309,487 | 219.3M $ | 0.97 % | as of Mar 31, 2026 · Original filing |
| 62 | T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 290,535 | 205.8M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 63 | Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 288,015 | 204M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| 64 | WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust | 279,388 | 197.9M $ | 1.29 % | as of Mar 31, 2026 · Original filing |
| 65 | Fidelity SAI U.S. Momentum Index Fund Fidelity Salem Street Trust | 276,875 | 246.4M $ | 3.03 % | as of Apr 30, 2026 · Original filing |
| 66 | Large Cap Index Master Portfolio Master Investment Portfolio | 276,693 | 196M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| 67 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 274,733 | 244.5M $ | 0.59 % | as of Apr 30, 2026 · Original filing |
| 68 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 271,920 | 202M $ | 0.52 % | as of Feb 28, 2026 · Original filing |
| 69 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 261,959 | 185.6M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 70 | Growth-Income Fund AMERICAN FUNDS INSURANCE SERIES | 259,373 | 183.8M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 71 | ProShares S&P 500 Dividend Aristocrats ETF ProShares Trust | 257,978 | 191.6M $ | 1.60 % | as of Feb 28, 2026 · Original filing |
| 72 | Invesco Comstock Fund AIM Sector Funds (Invesco Sector Funds) | 254,401 | 226.4M $ | 1.58 % | as of Apr 30, 2026 · Original filing |
| 73 | VANGUARD MEGA CAP VALUE INDEX FUND VANGUARD WORLD FUND | 253,653 | 188.4M $ | 1.57 % | as of Feb 28, 2026 · Original filing |
| 74 | Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 246,720 | 183.3M $ | 1.17 % | as of Feb 28, 2026 · Original filing |
| 75 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 244,094 | 217.3M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| 76 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 241,416 | 214.9M $ | 0.59 % | as of Apr 30, 2026 · Original filing |
| 77 | Growth Fund AMERICAN FUNDS INSURANCE SERIES | 239,170 | 169.4M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 78 | Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 238,288 | 212.1M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 79 | Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 235,279 | 166.7M $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| 80 | Fidelity Growth Company Fund Fidelity Mt. Vernon Street Trust | 231,751 | 172.2M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 81 | iShares Russell 1000 Growth ETF iShares Trust | 229,821 | 162.8M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 82 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 224,216 | 158.8M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| 83 | iShares U.S. Infrastructure ETF iShares Trust | 219,126 | 155.2M $ | 4.20 % | as of Mar 31, 2026 · Original filing |
| 84 | College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 212,127 | 150.3M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 85 | Putnam Large Cap Growth Fund Putnam Investment Funds | 209,239 | 186.2M $ | 1.36 % | as of Apr 30, 2026 · Original filing |
| 86 | iShares S&P 100 ETF iShares Trust | 205,729 | 145.8M $ | 0.82 % | as of Mar 31, 2026 · Original filing |
| 87 | Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 205,161 | 152.4M $ | 0.62 % | as of Feb 28, 2026 · Original filing |
| 88 | AMCAP Fund AMCAP Fund | 199,678 | 148.3M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| 89 | U.S. High Relative Profitability Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 194,722 | 173.3M $ | 2.84 % | as of Apr 30, 2026 · Original filing |
| 90 | VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 192,046 | 142.7M $ | 0.77 % | as of Feb 28, 2026 · Original filing |
| 91 | VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 190,677 | 135.1M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| 92 | BlackRock Equity Dividend Fund BlackRock Equity Dividend Fund | 188,338 | 167.6M $ | 0.85 % | as of Apr 30, 2026 · Original filing |
| 93 | iShares U.S. Thematic Rotation Active ETF BlackRock ETF Trust | 180,922 | 161M $ | 1.95 % | as of Apr 30, 2026 · Original filing |
| 94 | Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC | 175,800 | 124.5M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| 95 | State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 172,284 | 122.1M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| 96 | College Retirement Equities Fund - Responsible Balanced Account College Retirement Equities Fund | 170,109 | 120.5M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 97 | T. Rowe Price All-Cap Opportunities Fund T. Rowe Price All-Cap Opportunities Fund, Inc. | 168,496 | 119.4M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| 98 | T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. | 168,476 | 119.4M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| 99 | Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 165,152 | 147M $ | 1.10 % | as of Apr 30, 2026 · Original filing |
| 100 | JNL/Mellon Dow Index Fund JNL Series Trust | 161,550 | 114.5M $ | 9.36 % | as of Mar 31, 2026 · Original filing |
Institutional managers
3701 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 37,169,433 | 26.3B $ | as of Mar 31, 2026 |
| STATE STREET CORP | 34,880,604 | 24.7B $ | as of Mar 31, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 14,564,726 | 10.3B $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 11,127,483 | 7.9B $ | as of Mar 31, 2026 |
| Fisher Asset Management, LLC | 9,775,952 | 6.9B $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 7,499,662 | 5.3B $ | as of Mar 31, 2026 |
| GATES FOUNDATION TRUST | 6,353,614 | 4.5B $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 5,678,795 | 4B $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 5,677,578 | 4B $ | as of Mar 31, 2026 |
| Invesco Ltd. | 3,849,600 | 2.7B $ | as of Mar 31, 2026 |
| FMR LLC | 3,824,293 | 2.7B $ | as of Mar 31, 2026 |
| Capital World Investors | 3,543,940 | 2.5B $ | as of Mar 31, 2026 |
| Capital International Investors | 3,459,278 | 2.5B $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 3,448,169 | 2.4B $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,354,003 | 2.4B $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 3,267,533 | 2.3B $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 3,210,971 | 2.3B $ | as of Mar 31, 2026 |
| Capital Research Global Investors | 3,200,849 | 2.3B $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 2,772,592 | 2B $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 2,940,579 | 2B $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 2,746,073 | 1.9B $ | as of Mar 31, 2026 |
| Nuveen, LLC | 2,310,258 | 1.6B $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 2,249,502 | 1.6B $ | as of Mar 31, 2026 |
| Amundi | 2,217,637 | 1.6B $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 2,048,603 | 1.5B $ | as of Mar 31, 2026 |