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
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 156,626139.4M $1.10 %0.03 %as of Apr 30, 2026 ↗
Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES 154,056109.1M $0.96 %0.03 %as of Mar 31, 2026 ↗
State Farm Balanced Fund Advisers Investment Trust 152,860108.3M $4.14 %0.03 %as of Mar 31, 2026 ↗
BNY Mellon Dynamic Value Fund BNY Mellon Advantage Funds, Inc. 150,699111.9M $0.99 %0.03 %as of Feb 28, 2026 ↗
Asset Allocation Fund AMERICAN FUNDS INSURANCE SERIES 150,000106.3M $0.40 %0.03 %as of Mar 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 148,581132.3M $0.62 %0.03 %as of Apr 30, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 147,295131.1M $0.42 %0.03 %as of Apr 30, 2026 ↗
VIP Index 500 Portfolio Variable Insurance Products Fund II 146,848104M $0.59 %0.03 %as of Mar 31, 2026 ↗
JNL/BlackRock Large Cap Select Growth Fund JNL Series Trust 144,819102.6M $2.75 %0.03 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST 143,669101.8M $0.49 %0.03 %as of Mar 31, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 143,275101.5M $0.39 %0.03 %as of Mar 31, 2026 ↗
iShares ESG Aware MSCI USA ETF iShares Trust 142,163105.6M $0.67 %0.03 %as of Feb 28, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 140,951125.5M $1.10 %0.03 %as of Apr 30, 2026 ↗
American Funds Global Insight Fund American Funds Global Insight Fund 140,737125.3M $0.61 %0.03 %as of Apr 30, 2026 ↗
Fidelity Advisor Growth Opportunities Fund Fidelity Advisor Series I 140,200104.1M $0.36 %0.03 %as of Feb 28, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 139,466124.1M $0.63 %0.03 %as of Apr 30, 2026 ↗
Capital Group Growth ETF Capital Group Growth ETF 139,409103.6M $0.51 %0.03 %as of Feb 28, 2026 ↗
Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST 138,796123.5M $5.96 %0.03 %as of Apr 30, 2026 ↗
Stock Index Fund Northern Funds 136,69596.8M $0.58 %0.03 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 135,534100.7M $0.89 %0.03 %as of Feb 28, 2026 ↗
Invesco S&P 500 Top 50 ETF Invesco Exchange-Traded Fund Trust 134,196119.4M $1.11 %0.03 %as of Apr 30, 2026 ↗
U.S. Large Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 133,971119.2M $2.75 %0.03 %as of Apr 30, 2026 ↗
Neuberger Large Cap Value Fund NEUBERGER BERMAN EQUITY FUNDS 133,55599.2M $1.05 %0.03 %as of Feb 28, 2026 ↗
JNL/Mellon S&P 500 Index Fund JNL Series Trust 132,57993.9M $0.59 %0.03 %as of Mar 31, 2026 ↗
Fundstrat Granny Shots US Large Cap ETF Tidal Trust III 130,969116.6M $2.67 %0.03 %as of Apr 30, 2026 ↗
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 129,159115M $0.66 %0.03 %as of Apr 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 125,62189M $0.52 %0.03 %as of Mar 31, 2026 ↗
BlackRock Capital Appreciation Fund, Inc. BlackRock Capital Appreciation Fund, Inc. 123,95992.1M $2.62 %0.03 %as of Feb 27, 2026 ↗
T. Rowe Price Global Stock Fund T. ROWE PRICE INTERNATIONAL FUNDS, INC. 123,366109.8M $1.34 %0.03 %as of Apr 30, 2026 ↗
Fidelity Series Stock Selector Large Cap Value Fund Fidelity Devonshire Trust 121,400108.1M $0.69 %0.03 %as of Apr 30, 2026 ↗
Gateway Fund Gateway Trust 121,15785.8M $1.24 %0.03 %as of Mar 31, 2026 ↗
Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust 117,818104.9M $0.67 %0.03 %as of Apr 30, 2026 ↗
Nuveen Large Cap Responsible Equity Fund TIAA-CREF Funds 116,473103.7M $1.61 %0.03 %as of Apr 30, 2026 ↗
iShares U.S. Industrials ETF iShares Trust 116,403103.6M $5.20 %0.03 %as of Apr 30, 2026 ↗
Invesco Discovery Large Cap Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 112,12083.3M $1.44 %0.02 %as of Feb 28, 2026 ↗
Victory 500 Index Fund Victory Portfolios III 111,01998.8M $0.66 %0.02 %as of Apr 30, 2026 ↗
MFS Research Fund MFS Series Trust V 106,62975.5M $1.03 %0.02 %as of Mar 31, 2026 ↗
Fidelity Blue Chip Growth Fund Fidelity Securities Fund 105,93394.3M $0.10 %0.02 %as of Apr 30, 2026 ↗
U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC 105,92294.3M $0.67 %0.02 %as of Apr 30, 2026 ↗
EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 104,20673.8M $0.59 %0.02 %as of Mar 31, 2026 ↗
JPMorgan Equity Index Fund JPMorgan Trust II 102,80972.8M $0.59 %0.02 %as of Mar 31, 2026 ↗
Nuveen S&P 500 Index Fund TIAA-CREF Funds 102,08790.9M $0.67 %0.02 %as of Apr 30, 2026 ↗
iShares Global 100 ETF iShares Trust 101,20571.7M $0.95 %0.02 %as of Mar 31, 2026 ↗
VANGUARD MEGA CAP INDEX FUND VANGUARD WORLD FUND 100,99775M $0.73 %0.02 %as of Feb 28, 2026 ↗
Principal U.S. Mega-Cap ETF Principal Exchange-Traded Funds 99,23370.3M $2.43 %0.02 %as of Mar 31, 2026 ↗
LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 98,48169.8M $0.58 %0.02 %as of Mar 31, 2026 ↗
Capital Income Builder Capital Income Builder 98,23987.4M $0.07 %0.02 %as of Apr 30, 2026 ↗
LargeCap S&P 500 Index Fund Principal Funds, Inc 97,97687.2M $0.66 %0.02 %as of Apr 30, 2026 ↗
EQ/Equity 500 Index Portfolio EQ Advisors Trust 96,37768.3M $0.58 %0.02 %as of Mar 31, 2026 ↗
Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL 95,50585M $0.48 %0.02 %as of Apr 30, 2026 ↗
500 Index Trust John Hancock Variable Insurance Trust 95,18067.4M $0.58 %0.02 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 94,18770M $0.15 %0.02 %as of Feb 28, 2026 ↗
Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB 92,184622.1M SEK0.50 %0.02 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 89,58063.5M $0.54 %0.02 %as of Mar 31, 2026 ↗
Capital Group Core Equity ETF Capital Group Core Equity ETF 87,20064.8M $0.72 %0.02 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 86,52977M $0.63 %0.02 %as of Apr 30, 2026 ↗
Old Westbury Large Cap Strategies Fund Old Westbury Funds Inc 85,83476.4M $0.30 %0.02 %as of Apr 30, 2026 ↗
THRIVENT LARGE CAP GROWTH FUND Thrivent Mutual Funds 85,67076.3M $1.75 %0.02 %as of Apr 30, 2026 ↗
MFS Core Equity Fund MFS SERIES TRUST I 82,80161.5M $0.97 %0.02 %as of Feb 28, 2026 ↗
Columbia Select Large Cap Value Fund Columbia Funds Series Trust II 82,30261.1M $1.94 %0.02 %as of Feb 28, 2026 ↗
Fidelity Focused Stock Fund Fidelity Capital Trust 82,00073M $1.47 %0.02 %as of Apr 30, 2026 ↗
Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust 81,05472.1M $0.16 %0.02 %as of Apr 30, 2026 ↗
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 79,81859.3M $0.58 %0.02 %as of Feb 28, 2026 ↗
PSF Stock Index Portfolio Prudential Series Fund 78,73055.8M $0.57 %0.02 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 77,47757.6M $0.54 %0.02 %as of Feb 28, 2026 ↗
THRIVENT LARGE CAP GROWTH PORTFOLIO Thrivent Series Fund, Inc. 75,53553.5M $1.87 %0.02 %as of Mar 31, 2026 ↗
Empower S&P 500 Index Fund EMPOWER FUNDS, INC. 75,47253.5M $0.58 %0.02 %as of Mar 31, 2026 ↗
Handelsbanken Global Index Criteria Handelsbanken Fonder AB 74,986506.1M SEK0.34 %0.02 %as of Mar 31, 2026 ↗
Fidelity U.S. Sustainability Index Fund Fidelity Salem Street Trust 74,81066.6M $1.21 %0.02 %as of Apr 30, 2026 ↗
VANGUARD PRIMECAP CORE FUND VANGUARD FENWAY FUNDS 74,08052.5M $0.39 %0.02 %as of Mar 31, 2026 ↗
JNL/T. Rowe Price Value Fund JNL Series Trust 74,00052.4M $1.28 %0.02 %as of Mar 31, 2026 ↗
Artisan Focus Fund Artisan Partners Funds Inc. 72,90051.6M $4.51 %0.02 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 71,75263.9M $0.56 %0.02 %as of Apr 30, 2026 ↗
iShares ESG MSCI KLD 400 ETF iShares Trust 71,39163.5M $1.24 %0.02 %as of Apr 30, 2026 ↗
The Gabelli Asset Fund Gabelli Asset Fund 70,99250.3M $3.21 %0.02 %as of Mar 31, 2026 ↗
MetLife Stock Index Portfolio Brighthouse Funds Trust II 70,91050.2M $0.58 %0.02 %as of Mar 31, 2026 ↗
Fidelity Advisor Industrials Fund Fidelity Advisor Series VII 69,60062M $3.04 %0.02 %as of Apr 30, 2026 ↗
American Funds Global Balanced Fund American Funds Global Balanced Fund 68,90061.3M $0.19 %0.01 %as of Apr 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 67,29650M $0.34 %0.01 %as of Feb 28, 2026 ↗
iShares Russell Top 200 Value ETF iShares Trust 67,23347.6M $1.40 %0.01 %as of Mar 31, 2026 ↗
NEOS S&P 500(R) High Income ETF NEOS ETF Trust 66,86647.4M $0.58 %0.01 %as of Mar 31, 2026 ↗
Neuberger Large Cap Growth Fund NEUBERGER BERMAN EQUITY FUNDS 66,83049.6M $2.03 %0.01 %as of Feb 28, 2026 ↗
Multi-Manager Value Strategies Fund Columbia Funds Series Trust II 65,98849M $0.88 %0.01 %as of Feb 28, 2026 ↗
TAX-MANAGED GROWTH PORTFOLIO Tax-Managed Growth Portfolio 65,05046.1M $0.74 %0.01 %as of Mar 31, 2026 ↗
Fidelity Growth Company K6 Fund Fidelity Mt. Vernon Street Trust 64,46447.9M $0.21 %0.01 %as of Feb 28, 2026 ↗
Fidelity Flex 500 Index Fund Fidelity Concord Street Trust 64,03947.6M $0.58 %0.01 %as of Feb 28, 2026 ↗
Columbia Variable Portfolio - Select Large Cap Value Fund Columbia Funds Variable Series Trust II 63,16444.7M $1.97 %0.01 %as of Mar 31, 2026 ↗
Old Westbury All Cap Core Fund Old Westbury Funds Inc 62,67655.8M $1.58 %0.01 %as of Apr 30, 2026 ↗
Neuberger Long Short Fund NEUBERGER BERMAN ALTERNATIVE FUNDS 62,09855.3M $0.67 %0.01 %as of Apr 30, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 61,91355.1M $0.58 %0.01 %as of Apr 30, 2026 ↗
Invesco Summit Fund AIM Equity Funds (Invesco Equity Funds) 61,38054.6M $1.56 %0.01 %as of Apr 30, 2026 ↗
FT Vest S&P 500 Dividend Aristocrats Target Income ETF First Trust Exchange-Traded Fund IV 61,25254.5M $1.62 %0.01 %as of Apr 30, 2026 ↗
BlackRock Capital Appreciation Portfolio Brighthouse Funds Trust II 60,55442.9M $2.65 %0.01 %as of Mar 31, 2026 ↗
ProShares UltraPro Dow30 ProShares Trust 59,48844.2M $5.86 %0.01 %as of Feb 28, 2026 ↗
iShares Global Industrials ETF iShares Trust 59,21241.9M $3.56 %0.01 %as of Mar 31, 2026 ↗
Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 58,92941.7M $0.59 %0.01 %as of Mar 31, 2026 ↗
JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust 58,77552.3M $0.67 %0.01 %as of Apr 30, 2026 ↗
NYLI Winslow Large Cap Growth Fund NEW YORK LIFE INVESTMENTS FUNDS 58,40052M $0.42 %0.01 %as of Apr 30, 2026 ↗
BlackRock Large Cap Focus Growth Fund, Inc. BlackRock Large Cap Focus Growth Fund, Inc. 57,50542.7M $2.61 %0.01 %as of Feb 27, 2026 ↗
Brighthouse/Wellington Core Equity Opportunities Portfolio Brighthouse Funds Trust II 57,47040.7M $1.56 %0.01 %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