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
Gotham Large Value Fund FundVantage Trust 1,009714.8K $2.27 %0.00 %as of Mar 31, 2026 ↗
USGI GLOBAL RESOURCES FUND U.S. GLOBAL INVESTORS FUNDS 1,000708.5K $1.45 %0.00 %as of Mar 31, 2026 ↗
First Trust Dorsey Wright Momentum & Dividend ETF First Trust Exchange-Traded Fund VI 1,000708.5K $1.13 %0.00 %as of Mar 31, 2026 ↗
Fidelity Yield Enhanced Equity ETF Fidelity Greenwood Street Trust 976868.7K $0.52 %0.00 %as of Apr 30, 2026 ↗
ULTRABULL PROFUND ProFunds 975867.9K $0.43 %0.00 %as of Apr 30, 2026 ↗
Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust 975724.3K $0.17 %0.00 %as of Feb 28, 2026 ↗
THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 966684.4K $0.12 %0.00 %as of Mar 31, 2026 ↗
Victory Target Managed Allocation Fund Victory Portfolios III 961713.9K $0.32 %0.00 %as of Feb 28, 2026 ↗
PGIM Jennison Focused Value ETF PGIM ETF Trust 959712.4K $1.57 %0.00 %as of Feb 27, 2026 ↗
Global X Conscious Companies ETF GLOBAL X FUNDS 950705.7K $0.63 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Goldman Sachs ETF Trust 944701.2K $0.18 %0.00 %as of Feb 28, 2026 ↗
Touchstone ETF Trust-Touchstone Dividend Select ETF Touchstone ETF Trust 937663.8K $1.71 %0.00 %as of Mar 31, 2026 ↗
Spectrum Fund Meeder Funds 933661K $0.27 %0.00 %as of Mar 31, 2026 ↗
EQ/Invesco Moderate Allocation Portfolio EQ Advisors Trust 932660.3K $0.18 %0.00 %as of Mar 31, 2026 ↗
Destinations Real Assets Fund Brinker Capital Destinations Trust 912677.5K $0.17 %0.00 %as of Feb 28, 2026 ↗
LVIP American Century Disciplined Core Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 911645.4K $0.26 %0.00 %as of Mar 31, 2026 ↗
Vest S&P 500 Dividend Aristocrats Target Income Fund World Funds Trust 906806.4K $1.61 %0.00 %as of Apr 30, 2026 ↗
AXS FTSE Venture Capital Return Tracker Fund INVESTMENT MANAGERS SERIES TRUST II 904640.4K $0.90 %0.00 %as of Mar 31, 2026 ↗
MFS Global Research Portfolio MFS VARIABLE INSURANCE TRUST II 870616.4K $0.88 %0.00 %as of Mar 31, 2026 ↗
THRIVENT ESG INDEX PORTFOLIO Thrivent Series Fund, Inc. 869615.7K $1.04 %0.00 %as of Mar 31, 2026 ↗
ProShares Large Cap Core Plus ProShares Trust 863641.1K $0.13 %0.00 %as of Feb 28, 2026 ↗
T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. 862610.7K $0.28 %0.00 %as of Mar 31, 2026 ↗
E*TRADE No Fee Large Cap Index Fund E Trade Trust 853759.3K $0.67 %0.00 %as of Apr 30, 2026 ↗
AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 853604.3K $0.26 %0.00 %as of Mar 31, 2026 ↗
Horizon Core Equity ETF Horizon Funds 851632.1K $0.56 %0.00 %as of Feb 28, 2026 ↗
BlackRock Balanced Fund, Inc. BlackRock Balanced Fund, Inc. 849630.7K $0.04 %0.00 %as of Feb 27, 2026 ↗
Intech S&P Large Cap Diversified Alpha ETF Tidal Trust III 829737.9K $0.54 %0.00 %as of Apr 30, 2026 ↗
BlackRock Dynamic High Income Portfolio BlackRock Funds II 817727.2K $0.05 %0.00 %as of Apr 30, 2026 ↗
STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE FUND Sterling Capital Funds 809573.1K $0.90 %0.00 %as of Mar 31, 2026 ↗
Yieldmax Target 12 Big 50 Option Income ETF Tidal Trust II 803714.8K $2.74 %0.00 %as of Apr 30, 2026 ↗
COMMONWEALTH GLOBAL FUND Commonwealth International Series Trust 800712.1K $4.11 %0.00 %as of Apr 30, 2026 ↗
JAMES AGGRESSIVE ALLOCATION FUND JAMES ADVANTAGE FUNDS 800566.8K $2.00 %0.00 %as of Mar 31, 2026 ↗
GMO U.S. Equity Fund GMO TRUST 772573.5K $0.27 %0.00 %as of Feb 28, 2026 ↗
Global Multi-Strategy Fund Principal Funds, Inc 760564.6K $0.11 %0.00 %as of Feb 28, 2026 ↗
Unusual Whales Subversive Republican Trading ETF Tidal Trust I 750531.3K $0.77 %0.00 %as of Mar 31, 2026 ↗
CANTERBURY PORTFOLIO THERMOSTAT FUND Capitol Series Trust 745663.1K $7.47 %0.00 %as of Apr 30, 2026 ↗
Indecap Guide Global Indecap Fonder AB 7425M SEK0.61 %0.00 %as of Mar 31, 2026 ↗
AdvisorShares Insider Advantage ETF AdvisorShares Trust 741525K $1.09 %0.00 %as of Mar 31, 2026 ↗
Gotham Absolute Return Fund FundVantage Trust 741525K $0.05 %0.00 %as of Mar 31, 2026 ↗
SA Fidelity Institutional AM Global Equities Portfolio SUNAMERICA SERIES TRUST 737656K $0.19 %0.00 %as of Apr 30, 2026 ↗
WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust 737522.1K $0.58 %0.00 %as of Mar 31, 2026 ↗
Xtrackers S&P 500 Growth Scored & Screened ETF DBX ETF Trust 734545.2K $4.41 %0.00 %as of Feb 27, 2026 ↗
Global X Dow 30 Covered Call & Growth ETF GLOBAL X FUNDS 732651.6K $11.06 %0.00 %as of Apr 30, 2026 ↗
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 730542.3K $0.12 %0.00 %as of Feb 28, 2026 ↗
VictoryShares US Multi-Factor Minimum Volatility ETF Victory Portfolios II 724512.9K $0.35 %0.00 %as of Mar 31, 2026 ↗
Dow 2x Strategy Fund Rydex Variable Trust 723512.2K $8.03 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes Managed Volatility Fund II Federated Hermes Insurance Series 723512.2K $0.30 %0.00 %as of Mar 31, 2026 ↗
Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust 721535.6K $0.13 %0.00 %as of Feb 28, 2026 ↗
MML Managed Volatility Fund MML SERIES INVESTMENT FUND 713505.1K $0.58 %0.00 %as of Mar 31, 2026 ↗
Unusual Whales Subversive Democratic Trading ETF Tidal Trust I 712504.4K $0.21 %0.00 %as of Mar 31, 2026 ↗
NORTHQUEST CAPITAL FUND INC NORTHQUEST CAPITAL FUND INC 700495.9K $5.35 %0.00 %as of Mar 31, 2026 ↗
Equity Income Fund RUSSELL INVESTMENT CO 695618.6K $0.41 %0.00 %as of Apr 30, 2026 ↗
Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO 694617.7K $0.22 %0.00 %as of Apr 30, 2026 ↗
Northern Trust US Equity ETF Northern Funds 671475.4K $0.06 %0.00 %as of Mar 31, 2026 ↗
Transamerica Multi-Managed Balanced TRANSAMERICA FUNDS 662589.3K $0.04 %0.00 %as of Apr 30, 2026 ↗
ProShares S&P 500 Ex-Financials ETF ProShares Trust 662491.8K $0.69 %0.00 %as of Feb 28, 2026 ↗
The ESG Growth Portfolio HC Capital Trust 657465.5K $0.42 %0.00 %as of Mar 31, 2026 ↗
Optimized Equity Income ETF Listed Funds Trust 656583.9K $1.39 %0.00 %as of Apr 30, 2026 ↗
Franklin U.S. Core Dividend Tilt Index ETF Franklin Templeton ETF Trust 656464.7K $0.44 %0.00 %as of Mar 31, 2026 ↗
PACE Alternative Strategies Investments PACE SELECT ADVISORS TRUST 648576.8K $0.21 %0.00 %as of Apr 30, 2026 ↗
First Trust Multi-Manager Large Growth ETF First Trust Exchange-Traded Fund VIII 643477.6K $0.58 %0.00 %as of Feb 28, 2026 ↗
Growth and Income Portfolio BNY MELLON VARIABLE INVESTMENT FUND 643455.5K $0.50 %0.00 %as of Mar 31, 2026 ↗
Franklin Growth and Income VIP Fund Franklin Templeton Variable Insurance Products Trust 626443.5K $0.77 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 Ex-Energy ETF ProShares Trust 620460.6K $0.61 %0.00 %as of Feb 28, 2026 ↗
S&P 500 2x Strategy Fund Rydex Variable Trust 619438.5K $0.51 %0.00 %as of Mar 31, 2026 ↗
Nelson Select ETF Collaborative Investment Series Trust 619438.5K $1.00 %0.00 %as of Mar 31, 2026 ↗
Columbia Disciplined Value Fund Columbia Funds Series Trust II 615547.4K $0.28 %0.00 %as of Apr 30, 2026 ↗
Hedgeye 130/30 Equity ETF ETF Opportunities Trust 596530.5K $2.13 %0.00 %as of Apr 30, 2026 ↗
ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND 586415.2K $0.23 %0.00 %as of Mar 31, 2026 ↗
LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 585414.4K $0.09 %0.00 %as of Mar 31, 2026 ↗
Hartford Disciplined US Equity ETF Lattice Strategies Trust 581517.2K $0.29 %0.00 %as of Apr 30, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 581517.2K $0.61 %0.00 %as of Apr 30, 2026 ↗
JAG Large Cap Growth Fund MUTUAL FUND SERIES TRUST 581411.6K $1.16 %0.00 %as of Mar 31, 2026 ↗
Persimmon Long/Short Fund NORTHERN LIGHTS FUND TRUST III 581411.6K $0.92 %0.00 %as of Mar 31, 2026 ↗
TEXAS CAPITAL TEXAS EQUITY INDEX ETF Texas Capital Funds Trust 579410.2K $1.27 %0.00 %as of Mar 31, 2026 ↗
Hartford Multi-Asset Income Fund HARTFORD MUTUAL FUNDS, INC 575511.8K $0.09 %0.00 %as of Apr 30, 2026 ↗
Simplify Next Intangible Core Index ETF Simplify Exchange Traded Funds 574406.7K $1.16 %0.00 %as of Mar 31, 2026 ↗
SA Schroders VCP Global Allocation Portfolio SUNAMERICA SERIES TRUST 573510K $0.13 %0.00 %as of Apr 30, 2026 ↗
Inspire Global Hope ETF Northern Lights Fund Trust IV 571424.2K $0.29 %0.00 %as of Feb 28, 2026 ↗
Calamos Select Fund CALAMOS INVESTMENT TRUST/IL 570507.4K $0.82 %0.00 %as of Apr 30, 2026 ↗
AQR Trend Total Return Fund AQR Funds 559396K $0.19 %0.00 %as of Mar 31, 2026 ↗
International Growth and Income Fund AMERICAN FUNDS INSURANCE SERIES 557394.6K $0.09 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Integrated Global Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 554392.5K $0.27 %0.00 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 547406.3K $0.05 %0.00 %as of Feb 28, 2026 ↗
Mast Multialternative Strategy Fund Investment Managers Series Trust III 541481.5K $0.23 %0.00 %as of Apr 30, 2026 ↗
Pictet AI Enhanced US Equity ETF 2023 ETF Series Trust 528374.1K $0.74 %0.00 %as of Mar 31, 2026 ↗
S&P 500 Pure Growth Fund Rydex Series Funds 526372.6K $1.27 %0.00 %as of Mar 31, 2026 ↗
PriorNilsson Globala Utdelare Prior & Nilsson Fond- och Kapitalförvaltning Aktiebolag 5193.5M SEK1.73 %0.00 %as of Mar 31, 2026 ↗
SEB Global Exposure SEB Funds AB 4963.3M SEK0.51 %0.00 %as of Mar 31, 2026 ↗
BlackRock Managed Volatility V.I. Fund BlackRock Variable Series Funds, Inc. 490347.1K $0.25 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Covered Call & Growth ETF GLOBAL X FUNDS 483429.9K $0.67 %0.00 %as of Apr 30, 2026 ↗
Global Allocation Fund Meeder Funds 482341.5K $0.90 %0.00 %as of Mar 31, 2026 ↗
The Catholic SRI Growth Portfolio HC Capital Trust 472334.4K $0.47 %0.00 %as of Mar 31, 2026 ↗
Lincoln U.S. Equity Income Maximizer Fund Lincoln Funds Trust 468416.6K $2.20 %0.00 %as of Apr 30, 2026 ↗
Balanced Fund Meeder Funds 461326.6K $0.07 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP LARGE CAP GROWTH ProFunds 455322.3K $1.17 %0.00 %as of Mar 31, 2026 ↗
Global Atlantic BlackRock Disciplined Growth Portfolio Forethought Variable Insurance Trust 452320.2K $0.36 %0.00 %as of Mar 31, 2026 ↗
Global Strategy Fund VALIC Co I 442328.3K $0.14 %0.00 %as of Feb 28, 2026 ↗
Adaptive Core ETF Collaborative Investment Series Trust 441312.4K $2.64 %0.00 %as of Mar 31, 2026 ↗
PineBridge Dynamic Asset Allocation Fund ADVISORS' INNER CIRCLE III 440391.6K $0.30 %0.00 %as of Apr 30, 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