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
T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. 151,340161.2M $0.87 %0.03 %as of Jun 30, 2026 ↗
Invesco Discovery Large Cap Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 149,795131.2M $2.07 %0.03 %as of May 31, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 148,851121.3M $0.37 %0.03 %as of Jul 31, 2026 ↗
NYLIM Winslow Large Cap Growth Fund NYLIM FUNDS 148,400120.9M $1.03 %0.03 %as of Jul 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 146,673119.5M $0.54 %0.03 %as of Jul 31, 2026 ↗
VIP Index 500 Portfolio Variable Insurance Products Fund II 145,385154.8M $0.76 %0.03 %as of Jun 30, 2026 ↗
State Farm Balanced Fund Advisers Investment Trust 141,243150.4M $5.37 %0.03 %as of Jun 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 139,672122.3M $0.92 %0.03 %as of May 31, 2026 ↗
iShares ESG Aware MSCI USA ETF iShares Trust 139,236122M $0.69 %0.03 %as of May 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 139,049113.3M $0.54 %0.03 %as of Jul 31, 2026 ↗
U.S. Large Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 137,568112.1M $2.53 %0.03 %as of Jul 31, 2026 ↗
Stock Index Fund Northern Funds 137,030145.9M $0.75 %0.03 %as of Jun 30, 2026 ↗
JNL/BlackRock Large Cap Select Growth Fund JNL Series Trust 136,946145.8M $3.28 %0.03 %as of Jun 30, 2026 ↗
Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust 134,672109.7M $0.58 %0.03 %as of Jul 31, 2026 ↗
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 131,607107.2M $0.57 %0.03 %as of Jul 31, 2026 ↗
JNL/Mellon S&P 500 Index Fund JNL Series Trust 130,329138.8M $0.76 %0.03 %as of Jun 30, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 128,211136.5M $0.47 %0.03 %as of Jun 30, 2026 ↗
Neuberger Large Cap Value Fund NEUBERGER BERMAN EQUITY FUNDS 127,921112M $1.13 %0.03 %as of May 31, 2026 ↗
Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES 126,599134.8M $1.09 %0.03 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 121,863129.8M $0.67 %0.03 %as of Jun 30, 2026 ↗
New Perspective Fund New Perspective Fund 121,602129.5M $0.08 %0.03 %as of Jun 30, 2026 ↗
Invesco S&P 500 Top 50 ETF Invesco Exchange-Traded Fund Trust 120,64698.3M $0.93 %0.03 %as of Jul 31, 2026 ↗
Growth-Income Fund AMERICAN FUNDS INSURANCE SERIES 120,273128.1M $0.28 %0.03 %as of Jun 30, 2026 ↗
Asset Allocation Fund AMERICAN FUNDS INSURANCE SERIES 117,500125.1M $0.44 %0.03 %as of Jun 30, 2026 ↗
BlackRock Capital Appreciation Fund, Inc. BlackRock Capital Appreciation Fund, Inc. 116,384101.9M $2.53 %0.03 %as of May 29, 2026 ↗
VIP Growth Portfolio Variable Insurance Products Fund 113,200120.5M $0.97 %0.02 %as of Jun 30, 2026 ↗
Fundstrat Granny Shots US Large Cap ETF Tidal Trust III 111,84791.1M $2.13 %0.02 %as of Jul 31, 2026 ↗
JPMorgan Active Growth ETF J.P. Morgan Exchange-Traded Fund Trust 109,801116.9M $1.17 %0.02 %as of Jun 30, 2026 ↗
Victory 500 Index Fund Victory Portfolios III 107,73687.8M $0.57 %0.02 %as of Jul 31, 2026 ↗
iShares U.S. Industrials ETF iShares Trust 105,54486M $4.43 %0.02 %as of Jul 31, 2026 ↗
JNL/T. Rowe Price Growth Stock Fund JNL Series Trust 105,205112M $1.27 %0.02 %as of Jun 30, 2026 ↗
Principal U.S. Mega-Cap ETF Principal Exchange-Traded Funds 104,117110.9M $3.18 %0.02 %as of Jun 30, 2026 ↗
EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 103,177109.9M $0.76 %0.02 %as of Jun 30, 2026 ↗
U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC 102,44183.5M $0.58 %0.02 %as of Jul 31, 2026 ↗
iShares Global 100 ETF iShares Trust 98,778105.2M $1.24 %0.02 %as of Jun 30, 2026 ↗
JPMorgan Equity Index Fund JPMorgan Trust II 97,867104.2M $0.76 %0.02 %as of Jun 30, 2026 ↗
Nuveen S&P 500 Index Fund TIAA-CREF Funds 96,89178.9M $0.58 %0.02 %as of Jul 31, 2026 ↗
LVIP State Street S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 95,081101.3M $0.76 %0.02 %as of Jun 30, 2026 ↗
LargeCap S&P 500 Index Fund Principal Funds, Inc 94,93077.3M $0.58 %0.02 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST 94,715100.9M $0.47 %0.02 %as of Jun 30, 2026 ↗
EQ/Equity 500 Index Portfolio EQ Advisors Trust 94,247100.4M $0.75 %0.02 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 94,12282.4M $0.15 %0.02 %as of May 31, 2026 ↗
500 Index Trust John Hancock Variable Insurance Trust 94,024100.1M $0.75 %0.02 %as of Jun 30, 2026 ↗
Nuveen Large Cap Responsible Equity Fund TIAA-CREF Funds 93,99076.6M $1.30 %0.02 %as of Jul 31, 2026 ↗
VANGUARD MEGA CAP INDEX FUND VANGUARD WORLD FUND 93,89082.2M $0.76 %0.02 %as of May 31, 2026 ↗
Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL 93,76276.4M $0.42 %0.02 %as of Jul 31, 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 89,50095.3M $0.70 %0.02 %as of Jun 30, 2026 ↗
Old Westbury Large Cap Strategies Fund Old Westbury Funds Inc 88,90972.4M $0.28 %0.02 %as of Jul 31, 2026 ↗
Fidelity SAI U.S. Momentum Index Fund Fidelity Salem Street Trust 88,22171.9M $2.90 %0.02 %as of Jul 31, 2026 ↗
MFS Research Fund MFS Series Trust V 87,96793.7M $1.19 %0.02 %as of Jun 30, 2026 ↗
Invesco Large Cap Growth ETF Invesco Exchange-Traded Fund Trust 87,10471M $3.07 %0.02 %as of Jul 31, 2026 ↗
BlackRock Equity Dividend Fund BlackRock Equity Dividend Fund 84,51868.9M $0.34 %0.02 %as of Jul 31, 2026 ↗
JPMorgan Growth Advantage Fund J.P. Morgan Mutual Fund Investment Trust 82,20087.5M $0.39 %0.02 %as of Jun 30, 2026 ↗
Gateway Fund Gateway Trust 81,58186.9M $1.19 %0.02 %as of Jun 30, 2026 ↗
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 80,99270.9M $0.62 %0.02 %as of May 31, 2026 ↗
Fidelity U.S. Sustainability Index Fund Fidelity Salem Street Trust 79,85765.1M $1.11 %0.02 %as of Jul 31, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 78,99384.1M $0.46 %0.02 %as of Jun 30, 2026 ↗
PSF Stock Index Portfolio Prudential Series Fund 77,73082.8M $0.73 %0.02 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 75,97766.5M $0.59 %0.02 %as of May 31, 2026 ↗
THRIVENT LARGE CAP GROWTH FUND Thrivent Mutual Funds 75,02561.1M $1.37 %0.02 %as of Jul 31, 2026 ↗
Handelsbanken Global Index Criteria Handelsbanken Fonder AB 74,986506.1M SEK0.34 %0.02 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 74,95061.1M $0.46 %0.02 %as of Jul 31, 2026 ↗
NEOS S&P 500(R) High Income ETF NEOS ETF Trust 74,42079.2M $0.76 %0.02 %as of Jun 30, 2026 ↗
Nuveen ESG Large-Cap Growth ETF NuShares ETF Trust 74,19060.5M $2.27 %0.02 %as of Jul 31, 2026 ↗
VANGUARD PRIMECAP CORE FUND VANGUARD FENWAY FUNDS 74,08078.9M $0.44 %0.02 %as of Jun 30, 2026 ↗
Empower S&P 500 Index Fund EMPOWER FUNDS, INC. 73,86378.7M $0.75 %0.02 %as of Jun 30, 2026 ↗
iShares ESG MSCI KLD 400 ETF iShares Trust 71,67158.4M $1.10 %0.02 %as of Jul 31, 2026 ↗
MFS Core Equity Fund MFS SERIES TRUST I 70,46761.7M $0.95 %0.02 %as of May 31, 2026 ↗
Fidelity Advisor Industrials Fund Fidelity Advisor Series VII 70,10057.1M $2.64 %0.02 %as of Jul 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 69,17556.4M $0.45 %0.02 %as of Jul 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 69,12560.5M $0.39 %0.02 %as of May 31, 2026 ↗
MetLife Stock Index Portfolio Brighthouse Funds Trust II 68,37572.8M $0.75 %0.01 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST 66,80054.4M $1.15 %0.01 %as of Jul 31, 2026 ↗
BlackRock Global Allocation Fund, Inc. BlackRock Global Allocation Fund, Inc. 66,14253.9M $0.31 %0.01 %as of Jul 31, 2026 ↗
Fidelity Growth Company K6 Fund Fidelity Mt. Vernon Street Trust 65,62657.5M $0.21 %0.01 %as of May 31, 2026 ↗
Columbia Select Large Cap Value Fund Columbia Funds Series Trust II 65,48457.4M $1.90 %0.01 %as of May 31, 2026 ↗
TAX-MANAGED GROWTH PORTFOLIO Tax-Managed Growth Portfolio 65,05069.3M $0.99 %0.01 %as of Jun 30, 2026 ↗
iShares Global Industrials ETF iShares Trust 64,70368.9M $4.80 %0.01 %as of Jun 30, 2026 ↗
Fidelity Flex 500 Index Fund Fidelity Concord Street Trust 64,48556.5M $0.61 %0.01 %as of May 31, 2026 ↗
JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust 63,53451.8M $0.58 %0.01 %as of Jul 31, 2026 ↗
Fidelity Blue Chip Growth K6 Fund Fidelity Securities Fund 63,50451.7M $0.25 %0.01 %as of Jul 31, 2026 ↗
T.Rowe Price Large Cap Growth Portfolio Brighthouse Funds Trust II 63,07167.2M $2.99 %0.01 %as of Jun 30, 2026 ↗
The Gabelli Asset Fund Gabelli Asset Fund 62,54266.6M $3.98 %0.01 %as of Jun 30, 2026 ↗
Neuberger Large Cap Growth Fund NEUBERGER BERMAN EQUITY FUNDS 61,84054.2M $2.03 %0.01 %as of May 31, 2026 ↗
Fidelity Growth Discovery Fund Fidelity Hastings Street Trust 61,20065.2M $0.97 %0.01 %as of Jun 30, 2026 ↗
Invesco Summit Fund AIM Equity Funds (Invesco Equity Funds) 60,98449.7M $1.48 %0.01 %as of Jul 31, 2026 ↗
BlackRock Capital Appreciation Portfolio Brighthouse Funds Trust II 58,82362.6M $3.19 %0.01 %as of Jun 30, 2026 ↗
AB Disruptors ETF AB Active ETFs, Inc. 58,61351.3M $1.78 %0.01 %as of May 31, 2026 ↗
FT Vest S&P 500 Dividend Aristocrats Target Income ETF First Trust Exchange-Traded Fund IV 58,50747.7M $1.35 %0.01 %as of Jul 31, 2026 ↗
American Funds Global Balanced Fund American Funds Global Balanced Fund 58,44747.6M $0.14 %0.01 %as of Jul 31, 2026 ↗
Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 57,89961.7M $0.76 %0.01 %as of Jun 30, 2026 ↗
EQ/JPMorgan Growth Stock Portfolio EQ Advisors Trust 56,74860.4M $1.97 %0.01 %as of Jun 30, 2026 ↗
Swedbank Robur Transfer 80 Swedbank Robur Fonder AB 56,693382.6M SEK0.40 %0.01 %as of Mar 31, 2026 ↗
THRIVENT LARGE CAP GROWTH PORTFOLIO Thrivent Series Fund, Inc. 56,34460M $1.86 %0.01 %as of Jun 30, 2026 ↗
Multi-Manager Value Strategies Fund Columbia Funds Series Trust II 55,70748.8M $0.87 %0.01 %as of May 31, 2026 ↗
ProShares UltraPro Dow30 ProShares Trust 55,67148.8M $5.81 %0.01 %as of May 31, 2026 ↗
Goldman Sachs U.S. Tax-Managed Equity Fund Goldman Sachs Trust 55,52859.1M $1.24 %0.01 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 55,08844.9M $0.53 %0.01 %as of Jul 31, 2026 ↗
Fidelity Series Growth Company Fund Fidelity Mt. Vernon Street Trust 54,96048.1M $0.20 %0.01 %as of May 31, 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