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
Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund 563493.1K $0.17 %0.00 %as of May 31, 2026 ↗
LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 561597.4K $0.12 %0.00 %as of Jun 30, 2026 ↗
TEXAS CAPITAL TEXAS EQUITY INDEX ETF Texas Capital Funds Trust 559595.3K $1.68 %0.00 %as of Jun 30, 2026 ↗
Invesco Multi-Strategy Fund AIM Investment Funds (Invesco Investment Funds) 559455.5K $0.19 %0.00 %as of Jul 31, 2026 ↗
Simplify Next Intangible Core Index ETF Simplify Exchange Traded Funds 558594.2K $1.45 %0.00 %as of Jun 30, 2026 ↗
Transamerica Multi-Managed Balanced VP TRANSAMERICA SERIES TRUST 545580.4K $0.05 %0.00 %as of Jun 30, 2026 ↗
Hartford Multi-Asset Income Fund HARTFORD MUTUAL FUNDS, INC 542441.6K $0.08 %0.00 %as of Jul 31, 2026 ↗
THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 534568.7K $0.10 %0.00 %as of Jun 30, 2026 ↗
T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. 529563.3K $0.24 %0.00 %as of Jun 30, 2026 ↗
Inspire Global Hope ETF Northern Lights Fund Trust IV 525459.8K $0.29 %0.00 %as of May 31, 2026 ↗
International Growth and Income Fund AMERICAN FUNDS INSURANCE SERIES 524558K $0.12 %0.00 %as of Jun 30, 2026 ↗
PriorNilsson Globala Utdelare Prior & Nilsson Fond- och Kapitalförvaltning Aktiebolag 5193.5M SEK1.73 %0.00 %as of Mar 31, 2026 ↗
Global Strategy Fund VALIC Co I 515451.1K $0.18 %0.00 %as of May 31, 2026 ↗
Gotham Large Value Fund FundVantage Trust 511544.2K $1.72 %0.00 %as of Jun 30, 2026 ↗
VOYA INDEX PLUS LARGECAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 510543.1K $0.06 %0.00 %as of Jun 30, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 500437.9K $0.10 %0.00 %as of May 31, 2026 ↗
Xtrackers S&P 500 Growth Scored & Screened ETF DBX ETF Trust 500437.9K $3.26 %0.00 %as of May 29, 2026 ↗
MFS Blended Research Core Equity ETF MFS Active Exchange Traded Funds Trust 500437.9K $1.32 %0.00 %as of May 31, 2026 ↗
iShares Global Equity Factor ETF iShares Trust 500407.4K $0.19 %0.00 %as of Jul 31, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 499437.1K $0.05 %0.00 %as of May 31, 2026 ↗
SEB Global Exposure SEB Funds AB 4963.3M SEK0.51 %0.00 %as of Mar 31, 2026 ↗
iShares U.S. Industry Rotation Active ETF BlackRock ETF Trust 496404.1K $1.18 %0.00 %as of Jul 31, 2026 ↗
SA Schroders VCP Global Allocation Portfolio SUNAMERICA SERIES TRUST 495403.3K $0.10 %0.00 %as of Jul 31, 2026 ↗
FlexShares Quality Dividend Defensive Index Fund FlexShares Trust 492400.9K $0.07 %0.00 %as of Jul 31, 2026 ↗
S&P 500 Pure Growth Fund Rydex Variable Trust 487518.6K $1.38 %0.00 %as of Jun 30, 2026 ↗
First Trust Alerian U.S. NextGen Infrastructure ETF First Trust Exchange-Traded Fund II 487518.6K $1.28 %0.00 %as of Jun 30, 2026 ↗
The Catholic SRI Growth Portfolio HC Capital Trust 478509K $0.63 %0.00 %as of Jun 30, 2026 ↗
NEOS Boosted S&P 500(R) High Income ETF NEOS ETF Trust 478509K $0.69 %0.00 %as of Jun 30, 2026 ↗
Nuveen ESG Large-Cap ETF NuShares ETF Trust 474386.2K $0.55 %0.00 %as of Jul 31, 2026 ↗
Direxion Daily S&P 500 High Beta Bull 3X Shares Direxion Shares ETF Trust 471383.8K $0.51 %0.00 %as of Jul 31, 2026 ↗
PineBridge Dynamic Asset Allocation Fund ADVISORS' INNER CIRCLE III 468381.3K $0.31 %0.00 %as of Jul 31, 2026 ↗
Lincoln U.S. Equity Income Maximizer Fund Lincoln Funds Trust 468381.3K $1.96 %0.00 %as of Jul 31, 2026 ↗
Eventide Large Cap Growth ETF Strategy Shares 468381.3K $1.64 %0.00 %as of Jul 31, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 465407.3K $0.15 %0.00 %as of May 29, 2026 ↗
Adaptive Core ETF Collaborative Investment Series Trust 463493K $2.87 %0.00 %as of Jun 30, 2026 ↗
Global X S&P 500 Covered Call & Growth ETF GLOBAL X FUNDS 458373.2K $0.58 %0.00 %as of Jul 31, 2026 ↗
Global Atlantic BlackRock Disciplined Growth Portfolio Forethought Variable Insurance Trust 452481.3K $0.47 %0.00 %as of Jun 30, 2026 ↗
Innovator Equity Managed 10 Buffer ETF Innovator ETFs Trust 442360.1K $0.80 %0.00 %as of Jul 31, 2026 ↗
Moderate Allocation Fund Meeder Funds 436464.3K $0.23 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP LARGE CAP GROWTH ProFunds 426453.6K $1.38 %0.00 %as of Jun 30, 2026 ↗
Invesco ESG S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 419367K $0.57 %0.00 %as of May 31, 2026 ↗
Income Equity Fund Northern Funds 411437.7K $0.14 %0.00 %as of Jun 30, 2026 ↗
Hedged Equity Income Fund Cavanal Hill Funds 400350.3K $1.08 %0.00 %as of May 31, 2026 ↗
LSV Conservative Value Equity Fund ADVISORS' INNER CIRCLE FUND 400325.9K $0.19 %0.00 %as of Jul 31, 2026 ↗
Pacer WealthShield ETF Pacer Funds Trust 399325.1K $1.35 %0.00 %as of Jul 31, 2026 ↗
SGI U.S. Large Cap Core ETF RBB Fund, Inc. 397347.7K $0.18 %0.00 %as of May 31, 2026 ↗
Global Atlantic BlackRock Disciplined Value Portfolio Forethought Variable Insurance Trust 384408.9K $0.17 %0.00 %as of Jun 30, 2026 ↗
BlackRock Advantage Large Cap Value V.I. Fund BlackRock Variable Series Funds, Inc. 383407.9K $0.37 %0.00 %as of Jun 30, 2026 ↗
LoCorr Strategic Allocation Fund LoCorr Investment Trust 382406.8K $0.36 %0.00 %as of Jun 30, 2026 ↗
Neuberger Growth ETF Neuberger Berman ETF Trust 366320.6K $2.14 %0.00 %as of May 31, 2026 ↗
Sparrow Growth Fund SPARROW FUNDS 365319.7K $0.42 %0.00 %as of May 31, 2026 ↗
Invesco S&P 500 Downside Hedged ETF Invesco Actively Managed Exchange-Traded Fund Trust 364296.6K $0.47 %0.00 %as of Jul 31, 2026 ↗
MFS Global Alternative Strategy Fund MFS Series Trust XV 361294.1K $0.14 %0.00 %as of Jul 31, 2026 ↗
Global X S&P 500 Risk Managed Income ETF GLOBAL X FUNDS 360293.3K $0.59 %0.00 %as of Jul 31, 2026 ↗
Nelson Select ETF Collaborative Investment Series Trust 354377K $0.66 %0.00 %as of Jun 30, 2026 ↗
Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Forethought Variable Insurance Trust 352374.8K $0.14 %0.00 %as of Jun 30, 2026 ↗
Swan Enhanced Dividend Income ETF NORTHERN LIGHTS FUND TRUST III 342364.2K $1.86 %0.00 %as of Jun 30, 2026 ↗
Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds 342299.5K $0.03 %0.00 %as of May 31, 2026 ↗
TCW Transform Supply Chain ETF TCW ETF Trust 341277.9K $2.33 %0.00 %as of Jul 31, 2026 ↗
Alpha Brands(TM) Consumption Leaders ETF Tidal Trust III 335356.7K $1.06 %0.00 %as of Jun 30, 2026 ↗
Hartford Schroders Diversified Opportunities Fund HARTFORD MUTUAL FUNDS II, INC 329268.1K $0.16 %0.00 %as of Jul 31, 2026 ↗
iShares Dynamic Short-Term Active ETF BlackRock ETF Trust 323263.2K $0.14 %0.00 %as of Jul 31, 2026 ↗
ProShares S&P 500 Ex-Health Care ETF ProShares Trust 313274.1K $0.68 %0.00 %as of May 31, 2026 ↗
Hartford US Value ETF Lattice Strategies Trust 310252.6K $0.51 %0.00 %as of Jul 31, 2026 ↗
JPMorgan Global Active Allocation Portfolio Brighthouse Funds Trust I 306325.9K $0.03 %0.00 %as of Jun 30, 2026 ↗
Calamos Growth & Income Portfolio CALAMOS ADVISORS TRUST/IL 305324.8K $0.90 %0.00 %as of Jun 30, 2026 ↗
Nova Fund Rydex Variable Trust 296315.2K $0.63 %0.00 %as of Jun 30, 2026 ↗
Allspring VT Index Asset Allocation Fund Allspring VARIABLE TRUST 293312K $0.45 %0.00 %as of Jun 30, 2026 ↗
ALGER CAPITAL APPRECIATION FUND ALGER FUNDS 286233K $0.01 %0.00 %as of Jul 31, 2026 ↗
Conservative Allocation Fund Meeder Funds 282300.3K $0.17 %0.00 %as of Jun 30, 2026 ↗
UBS U.S. Allocation Fund UBS INVESTMENT TRUST 281246.1K $0.11 %0.00 %as of May 31, 2026 ↗
Even Herd Long Short ETF Tidal Trust II 280298.2K $0.49 %0.00 %as of Jun 30, 2026 ↗
iShares Large Cap Growth Active ETF BlackRock ETF Trust 280228.1K $2.55 %0.00 %as of Jul 31, 2026 ↗
PROFUND VP BULL ProFunds 276293.9K $0.59 %0.00 %as of Jun 30, 2026 ↗
Gotham Enhanced S&P 500 Index Fund FundVantage Trust 267284.3K $1.07 %0.00 %as of Jun 30, 2026 ↗
iShares S&P 500 3% Capped ETF iShares Trust 265282.2K $0.91 %0.00 %as of Jun 30, 2026 ↗
HCM Large Cap Growth ETF ETF Opportunities Trust 261277.9K $0.37 %0.00 %as of Jun 30, 2026 ↗
ALPS Balanced Opportunity Fund FINANCIAL INVESTORS TRUST 261212.7K $1.67 %0.00 %as of Jul 31, 2026 ↗
Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust 248202.1K $0.29 %0.00 %as of Jul 31, 2026 ↗
PL Growth and Income ETF Collaborative Investment Series Trust 247263K $0.51 %0.00 %as of Jun 30, 2026 ↗
YieldMax(R) Strategic Metals & Mining Portfolio Option Income ETF Tidal Trust II 245199.6K $4.51 %0.00 %as of Jul 31, 2026 ↗
NEOS S&P 500(R) Hedged Equity Income ETF NEOS ETF Trust 237252.4K $0.78 %0.00 %as of Jun 30, 2026 ↗
MML VIP JPMorgan U.S. Research Enhanced Equity Fund MML SERIES INVESTMENT FUND 235250.3K $0.07 %0.00 %as of Jun 30, 2026 ↗
FIS Tactical Equity ETF FIS Trust 231246K $2.56 %0.00 %as of Jun 30, 2026 ↗
Point Bridge America First ETF ETF Series Solutions 227241.7K $0.79 %0.00 %as of Jun 30, 2026 ↗
WisdomTree Efficient U.S. Plus International Equity Fund WisdomTree Trust 227241.7K $0.68 %0.00 %as of Jun 30, 2026 ↗
Transamerica JPMorgan Tactical Allocation VP TRANSAMERICA SERIES TRUST 221235.3K $0.03 %0.00 %as of Jun 30, 2026 ↗
Abraham Fortress Fund INVESTMENT MANAGERS SERIES TRUST II 221235.3K $0.23 %0.00 %as of Jun 30, 2026 ↗
LARGE-CAP GROWTH PROFUND ProFunds 221180.1K $1.07 %0.00 %as of Jul 31, 2026 ↗
iShares ESG Aware MSCI USA Growth ETF iShares Trust 217190.1K $0.67 %0.00 %as of May 31, 2026 ↗
BULL PROFUND ProFunds 217176.8K $0.33 %0.00 %as of Jul 31, 2026 ↗
Overlay B Portfolio BERNSTEIN SANFORD C FUND INC 209222.6K $0.08 %0.00 %as of Jun 30, 2026 ↗
SEB Global Sustainable Companies Fund SEB Funds AB 2031.4M SEK0.10 %0.00 %as of Mar 31, 2026 ↗
Parametric Equity Plus ETF Morgan Stanley ETF Trust 202215.1K $0.74 %0.00 %as of Jun 30, 2026 ↗
Global Multi-Strategy Fund Principal Funds, Inc 199174.3K $0.03 %0.00 %as of May 31, 2026 ↗
JPMorgan Managed Futures Plus ETF J.P. Morgan Exchange-Traded Fund Trust 198161.3K $0.48 %0.00 %as of Jul 31, 2026 ↗
Large Cap Core Portfolio I Multi-Select Securities Fund for Puerto Rico Residents 188200.2K $2.72 %0.00 %as of Jun 30, 2026 ↗
Monopoly ETF Strategy Shares 188153.2K $0.96 %0.00 %as of Jul 31, 2026 ↗
BlackRock Managed Income Fund BlackRock Funds II 184195.9K $0.02 %0.00 %as of Jun 30, 2026 ↗
Themes US Infrastructure ETF Themes ETF Trust 183194.9K $5.52 %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