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
Dow 2x Strategy Fund Rydex Variable Trust 1,2051.3M $11.55 %0.00 %as of Jun 30, 2026 ↗
Fidelity Yield Enhanced Equity ETF Fidelity Greenwood Street Trust 1,204981K $0.45 %0.00 %as of Jul 31, 2026 ↗
Mast Multialternative Strategy Fund Investment Managers Series Trust III 1,204981K $0.49 %0.00 %as of Jul 31, 2026 ↗
Destinations Shelter Fund Brinker Capital Destinations Trust 1,2031.1M $1.14 %0.00 %as of May 31, 2026 ↗
CYBER HORNET S&P 500 Index Funds 1,2021.3M $0.76 %0.00 %as of Jun 30, 2026 ↗
QRAFT AI-Enhanced U.S. Large Cap Momentum ETF Exchange Listed Funds Trust 1,188968K $4.05 %0.00 %as of Jul 31, 2026 ↗
Allspring Disciplined Large Cap Portfolio ALLSPRING MASTER TRUST 1,161946K $0.26 %0.00 %as of Jul 31, 2026 ↗
FlexShares ESG & Climate US Large Cap Core Index Fund FlexShares Trust 1,155941.1K $0.84 %0.00 %as of Jul 31, 2026 ↗
1290 SmartBeta Equity Fund 1290 Funds 1,151937.8K $0.32 %0.00 %as of Jul 31, 2026 ↗
CONNORS HEDGED EQUITY FUND Connors Funds 1,1451M $1.54 %0.00 %as of May 31, 2026 ↗
Goldman Sachs Variable Insurance Trust U.S. Equity Insights Fund Goldman Sachs Variable Insurance Trust 1,1431.2M $0.32 %0.00 %as of Jun 30, 2026 ↗
Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO 1,136925.6K $0.33 %0.00 %as of Jul 31, 2026 ↗
Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 1,1171.2M $0.24 %0.00 %as of Jun 30, 2026 ↗
Handelsbanken Global Index Core Handelsbanken Fonder AB 1,1117.5M SEK0.43 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2025 Länsförsäkringar Fondförvaltning AB 1,1117.5M SEK0.07 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Enhanced Dividend and Income ETF BNY Mellon ETF Trust II 1,088952.9K $0.65 %0.00 %as of May 29, 2026 ↗
Touchstone ETF Trust-Touchstone Dividend Select ETF Touchstone ETF Trust 1,0821.2M $2.19 %0.00 %as of Jun 30, 2026 ↗
ProShares Large Cap Core Plus ProShares Trust 1,077943.3K $0.18 %0.00 %as of May 31, 2026 ↗
Putnam VT Global Asset Allocation Fund Putnam Variable Trust 1,0361.1M $1.14 %0.00 %as of Jun 30, 2026 ↗
THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 1,0211.1M $0.12 %0.00 %as of Jun 30, 2026 ↗
Xtrackers Russell 1000 US Quality at a Reasonable Price ETF DBX ETF Trust 1,020893.4K $1.19 %0.00 %as of May 29, 2026 ↗
DF Tactical 30 ETF Northern Lights Fund Trust 1,0191.1M $3.04 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Goldman Sachs ETF Trust 1,019892.5K $0.19 %0.00 %as of May 31, 2026 ↗
S&P 500 Fund Rydex Series Funds 1,0161.1M $0.70 %0.00 %as of Jun 30, 2026 ↗
USGI GLOBAL RESOURCES FUND U.S. GLOBAL INVESTORS FUNDS 1,0001.1M $1.96 %0.00 %as of Jun 30, 2026 ↗
VIP Utilities Portfolio Variable Insurance Products Fund IV 1,0001.1M $0.30 %0.00 %as of Jun 30, 2026 ↗
Sarofim Equity Fund ADVISORS' INNER CIRCLE FUND 1,0001.1M $1.60 %0.00 %as of Jun 30, 2026 ↗
Steward Large Cap Growth Fund Steward Funds Inc 1,000814.8K $0.31 %0.00 %as of Jul 31, 2026 ↗
WarCap Unconstrained Equity ETF SPINNAKER ETF SERIES 998813.2K $1.33 %0.00 %as of Jul 31, 2026 ↗
ULTRABULL PROFUND ProFunds 993809.1K $0.45 %0.00 %as of Jul 31, 2026 ↗
Crossmark Large Cap Growth ETF Crossmark ETF Trust 991807.5K $2.86 %0.00 %as of Jul 31, 2026 ↗
Global X Adaptive U.S. Risk Management ETF GLOBAL X FUNDS 990867.1K $0.60 %0.00 %as of May 31, 2026 ↗
VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II 9811M $0.25 %0.00 %as of Jun 30, 2026 ↗
Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust 975854K $0.19 %0.00 %as of May 31, 2026 ↗
E*TRADE No Fee Large Cap Index Fund E Trade Trust 967787.9K $0.59 %0.00 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS 9661M $0.60 %0.00 %as of Jun 30, 2026 ↗
Eaton Vance All Asset Strategy Fund Eaton Vance Growth Trust 957838.2K $0.38 %0.00 %as of May 31, 2026 ↗
LargeCap Value Fund III Principal Funds, Inc 955778.1K $0.03 %0.00 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 9441M $0.14 %0.00 %as of Jun 30, 2026 ↗
Russell Investments Global Equity ETF Russell Investments Exchange Traded Funds 9401M $0.30 %0.00 %as of Jun 30, 2026 ↗
EQ/Invesco Moderate Allocation Portfolio EQ Advisors Trust 920979.7K $0.26 %0.00 %as of Jun 30, 2026 ↗
Calamos Select Fund CALAMOS INVESTMENT TRUST/IL 905737.4K $1.16 %0.00 %as of Jul 31, 2026 ↗
Pictet AI Enhanced US Equity ETF 2023 ETF Series Trust 889946.7K $1.34 %0.00 %as of Jun 30, 2026 ↗
Victory Target Managed Allocation Fund Victory Portfolios III 883773.4K $0.45 %0.00 %as of May 31, 2026 ↗
THRIVENT ESG INDEX PORTFOLIO Thrivent Series Fund, Inc. 873929.7K $1.31 %0.00 %as of Jun 30, 2026 ↗
BlackRock Global Allocation Portfolio BlackRock Series Fund, Inc. 872928.6K $0.55 %0.00 %as of Jun 30, 2026 ↗
THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds 868707.3K $0.15 %0.00 %as of Jul 31, 2026 ↗
Pacer Lunt Large Cap Alternator ETF Pacer Funds Trust 858699.1K $0.76 %0.00 %as of Jul 31, 2026 ↗
Intech S&P Large Cap Diversified Alpha ETF Tidal Trust III 849691.8K $0.49 %0.00 %as of Jul 31, 2026 ↗
THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 847902K $0.24 %0.00 %as of Jun 30, 2026 ↗
INDUSTRIALS ULTRASECTOR PROFUND ProFunds 847690.1K $5.50 %0.00 %as of Jul 31, 2026 ↗
MFS Global Research Portfolio MFS VARIABLE INSURANCE TRUST II 839893.5K $1.19 %0.00 %as of Jun 30, 2026 ↗
Vest S&P 500 Dividend Aristocrats Target Income Fund World Funds Trust 832677.9K $1.40 %0.00 %as of Jul 31, 2026 ↗
iShares MSCI USA Size Factor ETF iShares Trust 831677.1K $0.16 %0.00 %as of Jul 31, 2026 ↗
SA Fidelity Institutional AM Global Equities Portfolio SUNAMERICA SERIES TRUST 830676.3K $0.20 %0.00 %as of Jul 31, 2026 ↗
Relative Strength Managed Volatility Strategy ETF Listed Funds Trust 829882.8K $3.58 %0.00 %as of Jun 30, 2026 ↗
The Texas Fund Monteagle Funds 826723.5K $3.34 %0.00 %as of May 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 824671.4K $0.06 %0.00 %as of Jul 31, 2026 ↗
Hartford Climate Opportunities Fund HARTFORD MUTUAL FUNDS, INC 819667.3K $0.55 %0.00 %as of Jul 31, 2026 ↗
American Funds Global Balanced Fund AMERICAN FUNDS INSURANCE SERIES 818871.1K $0.19 %0.00 %as of Jun 30, 2026 ↗
S&P 500 2x Strategy Fund Rydex Variable Trust 816869K $0.68 %0.00 %as of Jun 30, 2026 ↗
Unusual Whales Subversive Republican Trading ETF Tidal Trust I 810862.6K $0.98 %0.00 %as of Jun 30, 2026 ↗
Horizon Core Equity ETF Horizon Funds 808707.7K $0.47 %0.00 %as of May 31, 2026 ↗
JAMES AGGRESSIVE ALLOCATION FUND JAMES ADVANTAGE FUNDS 800851.9K $2.63 %0.00 %as of Jun 30, 2026 ↗
COMMONWEALTH GLOBAL FUND Commonwealth International Series Trust 800651.8K $3.57 %0.00 %as of Jul 31, 2026 ↗
Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 791842.3K $0.10 %0.00 %as of Jun 30, 2026 ↗
BlackRock Managed Volatility V.I. Fund BlackRock Variable Series Funds, Inc. 790841.3K $0.57 %0.00 %as of Jun 30, 2026 ↗
AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 787838.1K $0.35 %0.00 %as of Jun 30, 2026 ↗
Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 785835.9K $0.21 %0.00 %as of Jun 30, 2026 ↗
AdvisorShares HVAC and Industrials ETF AdvisorShares Trust 770820K $5.02 %0.00 %as of Jun 30, 2026 ↗
CANTERBURY PORTFOLIO THERMOSTAT FUND Capitol Series Trust 745607K $7.28 %0.00 %as of Jul 31, 2026 ↗
Indecap Guide Global Indecap Fonder AB 7425M SEK0.61 %0.00 %as of Mar 31, 2026 ↗
Gotham Absolute Return Fund FundVantage Trust 742790.2K $0.06 %0.00 %as of Jun 30, 2026 ↗
AdvisorShares Insider Advantage ETF AdvisorShares Trust 741789.1K $1.40 %0.00 %as of Jun 30, 2026 ↗
Rational Equity Armor Fund Mutual Fund & Variable Insurance Trust 740788K $1.34 %0.00 %as of Jun 30, 2026 ↗
Alger AI Enablers & Adopters ETF Alger ETF Trust 737784.8K $0.17 %0.00 %as of Jun 30, 2026 ↗
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 730639.4K $0.14 %0.00 %as of May 31, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 710578.5K $0.53 %0.00 %as of Jul 31, 2026 ↗
Global X Conscious Companies ETF GLOBAL X FUNDS 707619.2K $0.52 %0.00 %as of May 31, 2026 ↗
Global X Dow 30 Covered Call & Growth ETF GLOBAL X FUNDS 704573.6K $9.28 %0.00 %as of Jul 31, 2026 ↗
Unusual Whales Subversive Democratic Trading ETF Tidal Trust I 703748.6K $0.27 %0.00 %as of Jun 30, 2026 ↗
NORTHQUEST CAPITAL FUND INC NORTHQUEST CAPITAL FUND INC 700745.4K $6.31 %0.00 %as of Jun 30, 2026 ↗
AXS FTSE Venture Capital Return Tracker Fund INVESTMENT MANAGERS SERIES TRUST II 699744.4K $1.01 %0.00 %as of Jun 30, 2026 ↗
T. Rowe Price Integrated Global Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 692736.9K $0.38 %0.00 %as of Jun 30, 2026 ↗
Franklin U.S. Core Dividend Tilt Index ETF Franklin Templeton ETF Trust 690734.8K $0.53 %0.00 %as of Jun 30, 2026 ↗
AVIP BlackRock Advantage Large Cap Value Portfolio AuguStar Variable Insurance Products Fund Inc 684728.4K $0.38 %0.00 %as of Jun 30, 2026 ↗
Amplify AI Powered Equity ETF Amplify ETF Trust 676719.9K $0.59 %0.00 %as of Jun 30, 2026 ↗
WBI BullBear Quality 3000 ETF Absolute Shares Trust 674717.7K $2.36 %0.00 %as of Jun 30, 2026 ↗
Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust 666583.3K $0.14 %0.00 %as of May 31, 2026 ↗
The ESG Growth Portfolio HC Capital Trust 664707.1K $0.57 %0.00 %as of Jun 30, 2026 ↗
ProShares S&P 500 Ex-Financials ETF ProShares Trust 648567.6K $0.72 %0.00 %as of May 31, 2026 ↗
Transamerica Multi-Managed Balanced TRANSAMERICA FUNDS 642523.1K $0.03 %0.00 %as of Jul 31, 2026 ↗
Hartford Disciplined US Equity ETF Lattice Strategies Trust 624508.4K $0.25 %0.00 %as of Jul 31, 2026 ↗
JPMorgan Global Allocation Fund JPMorgan Trust I 622506.8K $0.02 %0.00 %as of Jul 31, 2026 ↗
ProShares S&P 500 Ex-Energy ETF ProShares Trust 620543K $0.65 %0.00 %as of May 31, 2026 ↗
BlackRock Dynamic High Income Portfolio BlackRock Funds II 612498.7K $0.03 %0.00 %as of Jul 31, 2026 ↗
Optimized Equity Income ETF Listed Funds Trust 587478.3K $1.03 %0.00 %as of Jul 31, 2026 ↗
Persimmon Long/Short Fund NORTHERN LIGHTS FUND TRUST III 581618.7K $1.29 %0.00 %as of Jun 30, 2026 ↗
KraneShares Value Line Dynamic Dividend Equity Index ETF Krane Shares Trust 580617.6K $1.57 %0.00 %as of Jun 30, 2026 ↗
ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND 566602.7K $0.32 %0.00 %as of Jun 30, 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