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. This table lists the 1,205 that declare it in a regulatory filing. The other 3 publish their holdings in their own reports. They are not in the table.

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 ↗

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

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 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

Declared shareholders of Caterpillar Inc

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

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 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 FUND10115.1M $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