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 | |
|---|---|---|---|---|---|
| MEJORANA INVERSIONES, SICAV, S.A. URQUIJO GESTION, S.A., S.G.I.I.C., SOCIEDAD UNIPERSONAL | 36.6K € | 0.49 % | as of Dec 31, 2025 ↗ | ||
| RENTA 4 UNIVERSAL, FI RENTA 4 GESTORA, S.G.I.I.C., S.A. | 24.4K € | 0.32 % | as of Dec 31, 2025 ↗ | ||
| MULTIGESTION, FI MULTIGESTION/CASER GLOBAL OPCIONES INVERSIS GESTIÓN, S.A., SGIIC | 23.4K € | 0.99 % | as of Dec 31, 2025 ↗ | ||
| DUX UMBRELLA, FI DUX UMBRELLA/ARAGUI-EGALA DUX INVERSORES, SGIIC, S.A. | 21.9K € | 0.70 % | as of Dec 31, 2025 ↗ | ||
| DUX UMBRELLA, FI DUX UMBRELLA/BOLSAGAR DUX INVERSORES, SGIIC, S.A. | 21.9K € | 1.03 % | 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