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
MFS Blended Research Core Equity ETF MFS Active Exchange Traded Funds Trust 432320.9K $1.05 %0.00 %as of Feb 28, 2026 ↗
BlackRock Strategic Income Opportunities Portfolio BlackRock Funds V 432306.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
iShares U.S. Industry Rotation Active ETF BlackRock ETF Trust 422375.6K $1.22 %0.00 %as of Apr 30, 2026 ↗
Large Company Value Portfolio Wilshire Mutual Funds Inc 420297.6K $0.18 %0.00 %as of Mar 31, 2026 ↗
Income Equity Fund Northern Funds 420297.6K $0.11 %0.00 %as of Mar 31, 2026 ↗
Eventide Large Cap Growth ETF Strategy Shares 416370.3K $1.91 %0.00 %as of Apr 30, 2026 ↗
S&P 500 Pure Growth Fund Rydex Variable Trust 414293.3K $1.28 %0.00 %as of Mar 31, 2026 ↗
Nuveen ESG Large-Cap ETF NuShares ETF Trust 402357.8K $0.63 %0.00 %as of Apr 30, 2026 ↗
Invesco ESG S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 402298.6K $0.63 %0.00 %as of Feb 28, 2026 ↗
Gotham Enhanced S&P 500 Index Fund FundVantage Trust 394279.1K $1.21 %0.00 %as of Mar 31, 2026 ↗
Large Company Growth Portfolio Wilshire Mutual Funds Inc 392277.7K $0.11 %0.00 %as of Mar 31, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 387287.5K $0.13 %0.00 %as of Feb 27, 2026 ↗
LoCorr Strategic Allocation Fund LoCorr Investment Trust 382270.6K $0.28 %0.00 %as of Mar 31, 2026 ↗
iShares Global Equity Factor ETF iShares Trust 380338.2K $0.17 %0.00 %as of Apr 30, 2026 ↗
Global X S&P 500 Risk Managed Income ETF GLOBAL X FUNDS 375333.8K $0.68 %0.00 %as of Apr 30, 2026 ↗
BlackRock Global Allocation Portfolio BlackRock Series Fund, Inc. 370262.1K $0.17 %0.00 %as of Mar 31, 2026 ↗
Neuberger Growth ETF Neuberger Berman ETF Trust 366271.9K $2.03 %0.00 %as of Feb 28, 2026 ↗
Invesco S&P 500 Downside Hedged ETF Invesco Actively Managed Exchange-Traded Fund Trust 359319.5K $0.49 %0.00 %as of Apr 30, 2026 ↗
Hartford Schroders Diversified Opportunities Fund HARTFORD MUTUAL FUNDS II, INC 349310.6K $0.19 %0.00 %as of Apr 30, 2026 ↗
UBS U.S. Allocation Fund UBS INVESTMENT TRUST 349259.2K $0.12 %0.00 %as of Feb 28, 2026 ↗
Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds 342254K $0.03 %0.00 %as of Feb 28, 2026 ↗
Swan Enhanced Dividend Income ETF NORTHERN LIGHTS FUND TRUST III 333235.9K $1.40 %0.00 %as of Mar 31, 2026 ↗
TCW Transform Supply Chain ETF TCW ETF Trust 328292K $2.41 %0.00 %as of Apr 30, 2026 ↗
ALPS Balanced Opportunity Fund FINANCIAL INVESTORS TRUST 326290.2K $2.36 %0.00 %as of Apr 30, 2026 ↗
Allspring VT Index Asset Allocation Fund Allspring VARIABLE TRUST 318225.3K $0.35 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 Ex-Health Care ETF ProShares Trust 315234K $0.65 %0.00 %as of Feb 28, 2026 ↗
Point Bridge America First ETF ETF Series Solutions 313221.7K $0.72 %0.00 %as of Mar 31, 2026 ↗
First Trust Alerian U.S. NextGen Infrastructure ETF First Trust Exchange-Traded Fund II 312221K $1.09 %0.00 %as of Mar 31, 2026 ↗
Hartford US Value ETF Lattice Strategies Trust 310275.9K $0.59 %0.00 %as of Apr 30, 2026 ↗
Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust 309275K $0.45 %0.00 %as of Apr 30, 2026 ↗
iShares Large Cap Growth Active ETF BlackRock ETF Trust 308274.2K $2.92 %0.00 %as of Apr 30, 2026 ↗
BULL PROFUND ProFunds 299266.1K $0.53 %0.00 %as of Apr 30, 2026 ↗
MFS Global Alternative Strategy Fund MFS Series Trust XV 299266.1K $0.12 %0.00 %as of Apr 30, 2026 ↗
Even Herd Long Short ETF Tidal Trust II 284201.2K $0.35 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP BULL ProFunds 280198.4K $0.47 %0.00 %as of Mar 31, 2026 ↗
Overlay B Portfolio BERNSTEIN SANFORD C FUND INC 276195.5K $0.07 %0.00 %as of Mar 31, 2026 ↗
Innovator Equity Managed 10 Buffer ETF Innovator ETFs Trust 273243K $0.91 %0.00 %as of Apr 30, 2026 ↗
Conservative Allocation Fund Meeder Funds 272192.7K $0.12 %0.00 %as of Mar 31, 2026 ↗
LARGE-CAP GROWTH PROFUND ProFunds 263234.1K $1.24 %0.00 %as of Apr 30, 2026 ↗
FIS Tactical Equity ETF FIS Trust 259183.5K $2.03 %0.00 %as of Mar 31, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 256190.2K $0.04 %0.00 %as of Feb 28, 2026 ↗
FlexShares Quality Dividend Defensive Index Fund FlexShares Trust 249221.6K $0.04 %0.00 %as of Apr 30, 2026 ↗
BlackRock Balanced Portfolio BlackRock Series Fund, Inc. 242171.4K $0.04 %0.00 %as of Mar 31, 2026 ↗
iShares S&P 500 3% Capped ETF iShares Trust 238168.6K $0.70 %0.00 %as of Mar 31, 2026 ↗
SFT Wellington Core Equity Fund Securian Funds Trust 227160.8K $0.13 %0.00 %as of Mar 31, 2026 ↗
LargeCap Growth Account I Principal Variable Contract Funds, Inc 222157.3K $0.03 %0.00 %as of Mar 31, 2026 ↗
Abraham Fortress Fund INVESTMENT MANAGERS SERIES TRUST II 221156.6K $0.16 %0.00 %as of Mar 31, 2026 ↗
Themes US Infrastructure ETF Themes ETF Trust 220155.9K $5.88 %0.00 %as of Mar 31, 2026 ↗
Fidelity Flex Large Cap Focused Index Fund Fidelity Concord Street Trust 217161.2K $0.08 %0.00 %as of Feb 28, 2026 ↗
Tax-Aware Overlay B Portfolio BERNSTEIN SANFORD C FUND INC 217153.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
Stratified LargeCap Index ETF Exchange Listed Funds Trust 217153.7K $0.13 %0.00 %as of Mar 31, 2026 ↗
Moderate Allocation Fund Meeder Funds 210148.8K $0.08 %0.00 %as of Mar 31, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. 209148.1K $0.19 %0.00 %as of Mar 31, 2026 ↗
SEB Global Sustainable Companies Fund SEB Funds AB 2031.4M SEK0.10 %0.00 %as of Mar 31, 2026 ↗
NEOS S&P 500(R) Hedged Equity Income ETF NEOS ETF Trust 201142.4K $0.55 %0.00 %as of Mar 31, 2026 ↗
Yieldmax Strategic Metals & Mining Portfolio Option Income ETF Tidal Trust II 200178K $3.95 %0.00 %as of Apr 30, 2026 ↗
Archer Focus Fund ARCHER INVESTMENT SERIES TRUST 200148.6K $3.82 %0.00 %as of Feb 28, 2026 ↗
NEOS Boosted S&P 500(R) High Income ETF NEOS ETF Trust 200141.7K $0.63 %0.00 %as of Mar 31, 2026 ↗
Eventide Large Cap Value ETF Strategy Shares 192170.9K $1.45 %0.00 %as of Apr 30, 2026 ↗
Parametric Equity Plus ETF Morgan Stanley ETF Trust 191135.3K $0.57 %0.00 %as of Mar 31, 2026 ↗
BlackRock Managed Income Fund BlackRock Funds II 184130.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Forethought Variable Insurance Trust 182128.9K $0.05 %0.00 %as of Mar 31, 2026 ↗
Gabelli Growth Innovators ETF Gabelli ETFs Trust 180127.5K $1.70 %0.00 %as of Mar 31, 2026 ↗
Skandia Försiktig Skandia Fonder AB 1761.2M SEK0.03 %0.00 %as of Mar 31, 2026 ↗
Large Cap Core Portfolio I Multi-Select Securities Fund for Puerto Rico Residents 172121.9K $1.74 %0.00 %as of Mar 31, 2026 ↗
VIP Hedged Equity Portfolio Variable Insurance Products Fund VI 172121.9K $0.83 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Innovation Leaders ETF T. Rowe Price Exchange-Traded Funds, Inc. 170120.4K $0.79 %0.00 %as of Mar 31, 2026 ↗
Nova Fund Rydex Variable Trust 169119.7K $0.37 %0.00 %as of Mar 31, 2026 ↗
Amplify AI Powered Equity ETF Amplify ETF Trust 165116.9K $0.11 %0.00 %as of Mar 31, 2026 ↗
iShares ESG Aware MSCI USA Growth ETF iShares Trust 162120.3K $0.55 %0.00 %as of Feb 28, 2026 ↗
NVIT J.P. Morgan Innovators Fund Nationwide Variable Insurance Trust 161114.1K $1.19 %0.00 %as of Mar 31, 2026 ↗
Calamos Antetokounmpo Global Sustainable Equities ETF Calamos ETF Trust 160142.4K $0.72 %0.00 %as of Apr 30, 2026 ↗
Monopoly ETF Strategy Shares 158140.6K $1.07 %0.00 %as of Apr 30, 2026 ↗
QRAFT AI-Enhanced U.S. Large Cap ETF Exchange Listed Funds Trust 154137.1K $0.92 %0.00 %as of Apr 30, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 152112.9K $0.11 %0.00 %as of Feb 28, 2026 ↗
Invesco Multi-Strategy Fund AIM Investment Funds (Invesco Investment Funds) 150133.5K $0.05 %0.00 %as of Apr 30, 2026 ↗
Sector Rotation Fund Meeder Funds 147104.1K $0.26 %0.00 %as of Mar 31, 2026 ↗
Sustainable Equity Fund RUSSELL INVESTMENT CO 137121.9K $0.05 %0.00 %as of Apr 30, 2026 ↗
1290 Loomis Sayles Multi-Asset Income Fund 1290 Funds 137121.9K $0.13 %0.00 %as of Apr 30, 2026 ↗
WisdomTree 500 Digital Fund WisdomTree Digital Trust 12790K $0.57 %0.00 %as of Mar 31, 2026 ↗
ProShares Ultra S&P 500 Equal Weight ProShares Trust 12693.6K $0.17 %0.00 %as of Feb 28, 2026 ↗
Alger AI Enablers & Adopters Fund ALGER FUNDS 121107.7K $0.47 %0.00 %as of Apr 30, 2026 ↗
Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund 12189.9K $0.03 %0.00 %as of Feb 28, 2026 ↗
First Trust Multi Income Allocation Portfolio First Trust Variable Insurance Trust 12185.7K $0.53 %0.00 %as of Mar 31, 2026 ↗
Gabelli SRI Fund, Inc. Gabelli SRI Fund, Inc. 12085K $0.41 %0.00 %as of Mar 31, 2026 ↗
RiverPark/Next Century Large Growth Fund RiverPark Funds Trust 11782.9K $2.65 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP ULTRABULL ProFunds 11682.2K $0.45 %0.00 %as of Mar 31, 2026 ↗
AQR CVX Fusion Fund AQR Funds 11682.2K $0.29 %0.00 %as of Mar 31, 2026 ↗
SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST 11299.7K $0.09 %0.00 %as of Apr 30, 2026 ↗
Calamos Growth & Income Portfolio CALAMOS ADVISORS TRUST/IL 11077.9K $0.25 %0.00 %as of Mar 31, 2026 ↗
JPMorgan U.S. Research Enhanced Large Cap ETF J.P. Morgan Exchange-Traded Fund Trust 10977.2K $0.25 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Active Core U.S. Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. 10876.5K $0.61 %0.00 %as of Mar 31, 2026 ↗
UBS GLOBAL ALLOCATION FUND UBS FUNDS 10574.4K $0.05 %0.00 %as of Mar 31, 2026 ↗
MOA CATHOLIC VALUES INDEX FUND MoA Funds Corp 10473.7K $0.75 %0.00 %as of Mar 31, 2026 ↗
Gotham Neutral Fund FundVantage Trust 9466.6K $0.06 %0.00 %as of Mar 31, 2026 ↗
Arrow DWA Tactical: Balanced Fund Arrow Investments Trust 8474.8K $0.27 %0.00 %as of Apr 30, 2026 ↗
DoubleLine Fortune 500 Equal Weight ETF DoubleLine ETF Trust 8358.8K $0.22 %0.00 %as of Mar 31, 2026 ↗
First Trust Bloomberg Inflation Sensitive Equity ETF First Trust Exchange-Traded Fund 7956K $2.06 %0.00 %as of Mar 31, 2026 ↗
Calamos Antetokounmpo Sustainable Equities Fund Calamos Antetokounmpo Sustainable Equities Trust 6747.5K $0.96 %0.00 %as of Mar 31, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 6042.5K $0.00 %0.00 %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