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.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust | 59 | 41.8K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF Pacer Funds Trust | 58 | 51.6K $ | 0.39 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Dynamic Buffered Equity ETF Fidelity Greenwood Street Trust | 58 | 51.6K $ | 0.27 % | 0.00 % | as of Apr 30, 2026 ↗ |
| VistaShares Target 15 S&P 100 Distribution ETF Tidal Trust III | 55 | 40.9K $ | 0.77 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Innovator Equity Premium Income - Daily PutWrite ETF Innovator ETFs Trust | 54 | 48.1K $ | 0.35 % | 0.00 % | as of Apr 30, 2026 ↗ |
| iShares Enhanced Large Cap Core Active ETF BlackRock ETF Trust | 51 | 45.4K $ | 0.50 % | 0.00 % | as of Apr 30, 2026 ↗ |
| CORE16 Best of Breed Premier Index ETF EXCHANGE TRADED CONCEPTS TRUST | 45 | 40.1K $ | 2.24 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST | 45 | 31.9K $ | 0.13 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Nasdaq Premium Income Active ETF BlackRock ETF Trust | 45 | 31.9K $ | 0.26 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global X S&P 500 Christian Values ETF GLOBAL X FUNDS | 44 | 39.2K $ | 0.76 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF Cyber Hornet Trust | 42 | 29.8K $ | 0.44 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Vox Populi ETF Advisors Series Trust | 39 | 34.7K $ | 0.62 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Acruence Active Hedge U.S.Equity ETF Tidal Trust I | 39 | 27.6K $ | 1.65 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco QQQ Hedged Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust | 33 | 29.4K $ | 0.23 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Global X U.S. 500 ETF GLOBAL X FUNDS | 33 | 24.5K $ | 0.60 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Transamerica Balanced II TRANSAMERICA FUNDS | 32 | 28.5K $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Xtrackers S&P Dividend Aristocrats Screened ETF DBX ETF Trust | 32 | 23.8K $ | 0.44 % | 0.00 % | as of Feb 27, 2026 ↗ |
| Lazard Retirement Global Dynamic Multi-Asset Portfolio LAZARD RETIREMENT SERIES INC | 31 | 22K $ | 0.12 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Pacer PE/VC ETF Pacer Funds Trust | 28 | 24.9K $ | 1.08 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Xtrackers S&P 500 Diversified Sector Weight ETF DBX ETF Trust | 28 | 20.8K $ | 0.31 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Global X S&P 500 Tail Risk ETF GLOBAL X FUNDS | 27 | 24K $ | 0.67 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Global X S&P 500 U.S. Revenue Leaders ETF GLOBAL X FUNDS | 27 | 24K $ | 1.17 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Global X S&P 500 Collar 95-110 ETF GLOBAL X FUNDS | 25 | 22.3K $ | 0.68 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Strategic Real Return Fund Fidelity Salem Street Trust | 17 | 12K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| WisdomTree Efficient U.S. Plus International Equity Fund WisdomTree Trust | 14 | 9.9K $ | 0.51 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares S&P 500 Dynamic Buffer ETF ProShares Trust | 11 | 8.2K $ | 0.48 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Cyber Hornet S&P 500 & Ethereum 75/25 Strategy ETF Cyber Hornet Trust | 3 | 2.1K $ | 0.45 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Cyber Hornet S&P 500 & Solana 75/25 Strategy ETF Cyber Hornet Trust | 3 | 2.1K $ | 0.46 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Cyber Hornet S&P 500 & XRP 75/25 Strategy ETF Cyber Hornet Trust | 3 | 2.1K $ | 0.45 % | 0.00 % | as of Mar 31, 2026 ↗ |
| FONDMAPFRE BOLSA AMERICA, FI MAPFRE ASSET MANAGEMENT, SGIIC, S.A. | 15.6M € | 2.50 % | as of Dec 31, 2025 ↗ | ||
| SANTANDER ACCIONES USA, FI SANTANDER ASSET MANAGEMENT, S.A., SGIIC | 7.3M € | 1.46 % | as of Dec 31, 2025 ↗ | ||
| BINDEX USA INDICE, FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 5.3M € | 0.44 % | as of Dec 31, 2025 ↗ | ||
| ING DIRECT FONDO NARANJA STANDARD & POOR´S 500, FI AMUNDI IBERIA, SGIIC, S.A. | 4.7M € | 0.45 % | as of Dec 31, 2025 ↗ | ||
| IBERCAJA BOLSA INTERNACIONAL, FI IBERCAJA GESTION, SGIIC, S.A. | 4.4M € | 0.84 % | as of Dec 31, 2025 ↗ | ||
| MUTUAFONDO RENTA VARIABLE EE.UU, FI MUTUACTIVOS, S.A., S.G.I.I.C. | 3.4M € | 6.50 % | as of Dec 31, 2025 ↗ | ||
| SANTANDER SOSTENIBLE ACCIONES, FI SANTANDER ASSET MANAGEMENT, S.A., SGIIC | 2.7M € | 1.74 % | as of Dec 31, 2025 ↗ | ||
| FONDMAPFRE GLOBAL, FI MAPFRE ASSET MANAGEMENT, SGIIC, S.A. | 2.2M € | 0.61 % | as of Dec 31, 2025 ↗ | ||
| DB BOLSA GLOBAL, FI DEUTSCHE WEALTH MANAGEMENT SGIIC, S.A. | 2.2M € | 1.07 % | as of Dec 31, 2025 ↗ | ||
| SANTANDER SOSTENIBLE CRECIMIENTO, FI SANTANDER ASSET MANAGEMENT, S.A., SGIIC | 2.1M € | 0.32 % | as of Dec 31, 2025 ↗ | ||
| SANTANDER SOSTENIBLE EVOLUCION, FI SANTANDER ASSET MANAGEMENT, S.A., SGIIC | 1.7M € | 0.67 % | as of Dec 31, 2025 ↗ | ||
| IBERCAJA BOLSA USA, FI IBERCAJA GESTION, SGIIC, S.A. | 1.4M € | 0.35 % | as of Dec 31, 2025 ↗ | ||
| FOMENTO DE AHORROS E INVERSIONES, SICAV, S.A. GESALCALA, S.A., S.G.I.I.C. | 1.3M € | 0.19 % | as of Dec 31, 2025 ↗ | ||
| GCO INTERNACIONAL, FI GRUPO CATALANA OCCIDENTE GESTION DE ACTIVOS, S.A., SGIIC | 1.2M € | 0.38 % | as of Dec 31, 2025 ↗ | ||
| BBVA BOLSA INDICE USA (CUBIERTO), FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 1.1M € | 0.44 % | as of Dec 31, 2025 ↗ | ||
| IBERCAJA GLOBAL BRANDS, FI IBERCAJA GESTION, SGIIC, S.A. | 975.4K € | 0.18 % | as of Dec 31, 2025 ↗ | ||
| MANGLAR INVERSIONES SICAV S.A. GVC GAESCO GESTIÓN, SGIIC, S.A. | 975K € | 3.64 % | as of Dec 31, 2025 ↗ | ||
| INVERMAY, S.A., SICAV URQUIJO GESTION, S.A., S.G.I.I.C., SOCIEDAD UNIPERSONAL | 851.6K € | 0.26 % | as of Dec 31, 2025 ↗ | ||
| MEDIOLANUM RENTA VARIABLE GLOBAL SELECCIÓN, FI MEDIOLANUM GESTION, S.G.I.I.C., S.A. | 741.8K € | 0.41 % | as of Dec 31, 2025 ↗ | ||
| GCO BOLSA USA, FI GRUPO CATALANA OCCIDENTE GESTION DE ACTIVOS, S.A., SGIIC | 682.8K € | 0.74 % | as of Dec 31, 2025 ↗ | ||
| CIMBALARIA, S.A., SICAV BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 682.5K € | 0.91 % | as of Dec 31, 2025 ↗ | ||
| FONDMAPFRE RENTA MIXTO, FI MAPFRE ASSET MANAGEMENT, SGIIC, S.A. | 662.9K € | 0.38 % | as of Dec 31, 2025 ↗ | ||
| DB MODERADO, FI DEUTSCHE WEALTH MANAGEMENT SGIIC, S.A. | 556K € | 0.12 % | as of Dec 31, 2025 ↗ | ||
| FONDMAPFRE ELECCION MODERADA, F.I. MAPFRE ASSET MANAGEMENT, SGIIC, S.A. | 537.5K € | 0.15 % | as of Dec 31, 2025 ↗ | ||
| BINDEX USA SCREENED ÍNDICE (CUBIERTO), FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 535K € | 0.65 % | as of Dec 31, 2025 ↗ | ||
| WELZIA GLOBAL OPPORTUNITIES, FI WELZIA MANAGEMENT, SGIIC, S.A. | 534.1K € | 2.20 % | as of Dec 31, 2025 ↗ | ||
| LAGO ERIE, SICAV, S.A. GESALCALA, S.A., S.G.I.I.C. | 528.5K € | 1.42 % | as of Dec 31, 2025 ↗ | ||
| DUX MIXTO VARIABLE, FI ABANTE ASESORES GESTION, SGIIC, S.A. | 523.8K € | 0.62 % | as of Dec 31, 2025 ↗ | ||
| TREA CAJAMAR RENTA VARIABLE INTERNACIONAL FI TREA ASSET MANAGEMENT S.G.I.I.C., S.A. | 523.6K € | 0.57 % | as of Dec 31, 2025 ↗ | ||
| FONDMAPFRE ELECCION PRUDENTE, F.I. MAPFRE ASSET MANAGEMENT, SGIIC, S.A. | 509.7K € | 0.17 % | as of Dec 31, 2025 ↗ | ||
| SOLVENTIS EOS, SICAV, S.A. SOLVENTIS S.G.I.I.C., S.A. | 456.5K € | 2.12 % | as of Dec 31, 2025 ↗ | ||
| DB CRECIMIENTO, FI DEUTSCHE WEALTH MANAGEMENT SGIIC, S.A. | 398.4K € | 0.12 % | as of Dec 31, 2025 ↗ | ||
| GCO MIXTO, FI GRUPO CATALANA OCCIDENTE GESTION DE ACTIVOS, S.A., SGIIC | 390.2K € | 0.20 % | as of Dec 31, 2025 ↗ | ||
| FUTURVALOR, SICAV S.A. GESIURIS ASSET MANAGEMENT, SGIIC, S.A. | 390.2K € | 1.25 % | as of Dec 31, 2025 ↗ | ||
| RENTA 4 EEUU ACCIONES, FI RENTA 4 GESTORA, S.G.I.I.C., S.A. | 379.4K € | 1.92 % | as of Dec 31, 2025 ↗ | ||
| RURAL ESTADOS UNIDOS BOLSA, FI GESCOOPERATIVO, S.A., S.G.I.I.C. | 368.2K € | 0.85 % | as of Dec 31, 2025 ↗ | ||
| INVERSABADELL 25, FI SABADELL ASSET MANAGEMENT, S.A., S.G.I.I.C. | 362.4K € | 0.05 % | as of Dec 31, 2025 ↗ | ||
| DUX INTERNATIONAL STRATEGY, FI ABANTE ASESORES GESTION, SGIIC, S.A. | 361.9K € | 1.07 % | as of Dec 31, 2025 ↗ | ||
| TEMPERANTIA FI JULIUS BAER GESTION, SGIIC, S.A. | 330.2K € | 1.74 % | as of Dec 31, 2025 ↗ | ||
| GCO GLOBAL 50, FI GRUPO CATALANA OCCIDENTE GESTION DE ACTIVOS, S.A., SGIIC | 324.3K € | 0.22 % | as of Dec 31, 2025 ↗ | ||
| INVERCLASSIC INVESTMENT, SICAV SA GESIURIS ASSET MANAGEMENT, SGIIC, S.A. | 317K € | 0.80 % | as of Dec 31, 2025 ↗ | ||
| SOLVENTIS EOS RV INTERNACIONAL, FI SOLVENTIS S.G.I.I.C., S.A. | 300K € | 1.93 % | as of Dec 31, 2025 ↗ | ||
| LAMBDA UNIVERSAL, FI SINGULAR ASSET MANAGEMENT, SGIIC, S.A. | 292.6K € | 1.54 % | as of Dec 31, 2025 ↗ | ||
| INVERSABADELL 50, FI SABADELL ASSET MANAGEMENT, S.A., S.G.I.I.C. | 278K € | 0.11 % | as of Dec 31, 2025 ↗ | ||
| FONDMAPFRE ELECCIÓN DECIDIDA, F.I. MAPFRE ASSET MANAGEMENT, SGIIC, S.A. | 259.5K € | 0.26 % | as of Dec 31, 2025 ↗ | ||
| BBVA MEGATENDENCIA DEMOGRAFIA, FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 259K € | 1.71 % | as of Dec 31, 2025 ↗ | ||
| RENTA 4 GLOBAL, FI RENTA 4 GESTORA, S.G.I.I.C., S.A. | 243.9K € | 1.30 % | as of Dec 31, 2025 ↗ | ||
| MAGNUS GLOBAL FLEXIBLE, SICAV, S.A. GESIURIS ASSET MANAGEMENT, SGIIC, S.A. | 241.9K € | 2.09 % | as of Dec 31, 2025 ↗ | ||
| SOLVENTIS ZEUS PATRIMONIO GLOBAL, FI SOLVENTIS S.G.I.I.C., S.A. | 223.9K € | 1.37 % | as of Dec 31, 2025 ↗ | ||
| RURAL FUTURO ISR, FI GESCOOPERATIVO, S.A., S.G.I.I.C. | 219.5K € | 0.73 % | as of Dec 31, 2025 ↗ | ||
| ACROPOLIS USA EQUITY, FI WELZIA MANAGEMENT, SGIIC, S.A. | 195.1K € | 2.35 % | as of Dec 31, 2025 ↗ | ||
| ACACIA PREMIUM FI ACACIA INVERSION, SGIIC, S.A. | 177K € | 1.15 % | as of Dec 31, 2025 ↗ | ||
| MUS INVERSIONES FINANCIERAS, SICAV, S.A. BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 163.3K € | 1.03 % | as of Dec 31, 2025 ↗ | ||
| DB CONSERVADOR, FI DEUTSCHE WEALTH MANAGEMENT SGIIC, S.A. | 162.9K € | 0.05 % | as of Dec 31, 2025 ↗ | ||
| OCCIDENT PATRIMONIO, FI GESIURIS ASSET MANAGEMENT, SGIIC, S.A. | 141.4K € | 1.62 % | as of Dec 31, 2025 ↗ | ||
| QUANTICA XXII, SICAV, S.A. GESIURIS ASSET MANAGEMENT, SGIIC, S.A. | 139.5K € | 2.10 % | as of Dec 31, 2025 ↗ | ||
| DUX MIXTO MODERADO, FI ABANTE ASESORES GESTION, SGIIC, S.A. | 131.2K € | 0.37 % | as of Dec 31, 2025 ↗ | ||
| INVERSIONES TEIDE, S.A. SICAV URQUIJO GESTION, S.A., S.G.I.I.C., SOCIEDAD UNIPERSONAL | 110.2K € | 0.13 % | as of Dec 31, 2025 ↗ | ||
| SABADELL PLANIFICACION, FI SABADELL ASSET MANAGEMENT, S.A., S.G.I.I.C. | 103.4K € | 0.05 % | as of Dec 31, 2025 ↗ | ||
| MAGNUS INTERNATIONAL ALLOCATION, FI GESIURIS ASSET MANAGEMENT, SGIIC, S.A. | 98.5K € | 1.03 % | as of Dec 31, 2025 ↗ | ||
| INVERSABADELL 70, FI SABADELL ASSET MANAGEMENT, S.A., S.G.I.I.C. | 98K € | 0.15 % | as of Dec 31, 2025 ↗ | ||
| NABARUBER INVERSIONES SICAV, S.A. SANTANDER ASSET MANAGEMENT, S.A., SGIIC | 97.5K € | 0.51 % | as of Dec 31, 2025 ↗ | ||
| PARADOX EQUITY FUND, FI WELZIA MANAGEMENT, SGIIC, S.A. | 78.5K € | 0.36 % | as of Dec 31, 2025 ↗ | ||
| TREA GLOBAL FLEXIBLE, FI TREA ASSET MANAGEMENT S.G.I.I.C., S.A. | 77.5K € | 0.39 % | as of Dec 31, 2025 ↗ | ||
| BT FUND, FI BT FUND / SELECTION EQUITY ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 74.6K € | 1.41 % | as of Dec 31, 2025 ↗ | ||
| MERIDIONAL DE TITULOS, SICAV S.A. SANTANDER ASSET MANAGEMENT, S.A., SGIIC | 74.1K € | 0.59 % | as of Dec 31, 2025 ↗ | ||
| SILVERBACK, FI ATL 12 CAPITAL GESTION S.G.I.I.C, S.A. | 73.2K € | 0.75 % | as of Dec 31, 2025 ↗ | ||
| ATL CAPITAL CARTERA DINAMICA, FI ATL 12 CAPITAL GESTION S.G.I.I.C, S.A. | 60.5K € | 0.15 % | as of Dec 31, 2025 ↗ | ||
| CINVEST MULTIGESTION FI CINVEST MULTIGESTION/ INFAL PATRIMONIO GESALCALA, S.A., S.G.I.I.C. | 55.6K € | 0.41 % | as of Dec 31, 2025 ↗ | ||
| GESCONSULT, FI GESCONSULT/GOOD GOVERNANCE RV USA GESCONSULT, S.A., S.G.I.I.C. | 53.6K € | 1.37 % | as of Dec 31, 2025 ↗ | ||
| INVERSIONES HERRERO, S.A.SICAV URQUIJO GESTION, S.A., S.G.I.I.C., SOCIEDAD UNIPERSONAL | 39.5K € | 0.28 % | as of Dec 31, 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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1,094 | +95 | 112,113,359 | +0.9 % |
| 2026Q1 | 999 | +35 | 111,155,310 | +1.5 % |
| 2025Q4 | 964 | +94 | 109,466,816 | +3.3 % |
| 2025Q3 | 870 | -28 | 105,928,631 | -4.4 % |
| 2025Q2 | 898 | +8 | 110,838,911 | -6.8 % |
| 2025Q1 | 890 | -26 | 118,938,660 | -0.0 % |
| 2024Q4 | 916 | -26 | 118,983,088 | -4.0 % |
| 2024Q3 | 942 | +24 | 123,959,959 | -4.9 % |
| 2024Q2 | 918 | +23 | 130,335,555 | +3.6 % |
| 2024Q1 | 895 | -39 | 125,803,823 | -7.2 % |
| 2023Q4 | 934 | 135,507,576 |
Institutional managers
3,701 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 37,169,433 | 26.3B $ | as of Mar 31, 2026 |
| STATE STREET CORP | 34,880,604 | 24.7B $ | as of Mar 31, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 14,564,726 | 10.3B $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 11,127,483 | 7.9B $ | as of Mar 31, 2026 |
| Fisher Asset Management, LLC | 9,775,952 | 6.9B $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 7,499,662 | 5.3B $ | as of Mar 31, 2026 |
| GATES FOUNDATION TRUST | 6,353,614 | 4.5B $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 5,678,795 | 4B $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 5,677,578 | 4B $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 5,582,018 | 4M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 3,849,600 | 2.7B $ | as of Mar 31, 2026 |
| FMR LLC | 3,824,293 | 2.7B $ | as of Mar 31, 2026 |
| Capital World Investors | 3,543,940 | 2.5B $ | as of Mar 31, 2026 |
| Capital International Investors | 3,459,278 | 2.5B $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 3,448,169 | 2.4B $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,354,003 | 2.4B $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 3,267,533 | 2.3B $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 3,210,971 | 2.3B $ | as of Mar 31, 2026 |
| Capital Research Global Investors | 3,200,849 | 2.3B $ | as of Mar 31, 2026 |
| DIAMANT ASSET MANAGEMENT, INC. | 3,140,603 | 3.1M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 2,940,579 | 2B $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 2,772,592 | 2B $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 2,746,073 | 1.9B $ | as of Mar 31, 2026 |
| Nuveen, LLC | 2,310,258 | 1.6B $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 2,249,502 | 1.6B $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Capital Management | 7.47 % | 34,776,099 | as 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.
Cite this page
Titelia. "Fund shareholders of Caterpillar Inc". https://titelia.com/en/stocks/caterpillar-inc-US1491231015