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
Columbia Variable Portfolio - Select Large Cap Value Fund Columbia Funds Variable Series Trust II 53,54957M $2.31 %0.01 %as of Jun 30, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 53,43156.9M $0.88 %0.01 %as of Jun 30, 2026 ↗
BlackRock Large Cap Focus Growth Fund, Inc. BlackRock Large Cap Focus Growth Fund, Inc. 53,34446.7M $2.51 %0.01 %as of May 29, 2026 ↗
DWS Core Equity Fund DEUTSCHE DWS INVESTMENT TRUST 53,23356.7M $1.16 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs U.S. Equity Dividend and Premium Fund GOLDMAN SACHS TRUST 52,53655.9M $1.44 %0.01 %as of Jun 30, 2026 ↗
EQ/500 Managed Volatility Portfolio EQ Advisors Trust 52,37355.8M $0.69 %0.01 %as of Jun 30, 2026 ↗
BlackRock Advantage Large Cap Core Fund BlackRock Large Cap Series Funds, Inc. 52,18545.7M $1.17 %0.01 %as of May 29, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 51,91055.3M $0.66 %0.01 %as of Jun 30, 2026 ↗
Neuberger Long Short Fund NEUBERGER BERMAN ALTERNATIVE FUNDS 51,78642.2M $0.58 %0.01 %as of Jul 31, 2026 ↗
Swedbank Robur Transfer 70 Swedbank Robur Fonder AB 51,700348.9M SEK0.35 %0.01 %as of Mar 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 51,17241.7M $0.43 %0.01 %as of Jul 31, 2026 ↗
Stock Index Fund VALIC Co I 50,97044.6M $0.62 %0.01 %as of May 31, 2026 ↗
T. Rowe Price Global Stock Fund T. ROWE PRICE INTERNATIONAL FUNDS, INC. 50,96641.5M $0.50 %0.01 %as of Jul 31, 2026 ↗
Fidelity Series Blue Chip Growth Fund Fidelity Securities Fund 50,50041.1M $0.25 %0.01 %as of Jul 31, 2026 ↗
Fidelity High Dividend ETF Fidelity Covington Trust 50,03940.8M $0.40 %0.01 %as of Jul 31, 2026 ↗
JNL/Mellon Industrials Sector Fund JNL Series Trust 49,62352.8M $7.09 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Real Assets Fund, Inc. T. ROWE PRICE REAL ASSETS FUND, INC. 49,36152.6M $0.51 %0.01 %as of Jun 30, 2026 ↗
EQUITY INDEX FUND GuideStone Funds 48,76651.9M $0.78 %0.01 %as of Jun 30, 2026 ↗
Equity Index Portfolio PACIFIC SELECT FUND 48,31251.4M $0.76 %0.01 %as of Jun 30, 2026 ↗
Brighthouse/Wellington Core Equity Opportunities Portfolio Brighthouse Funds Trust II 46,78949.8M $1.80 %0.01 %as of Jun 30, 2026 ↗
Inspire 100 ETF Northern Lights Fund Trust IV 46,23740.5M $8.80 %0.01 %as of May 31, 2026 ↗
NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust 46,04649M $0.76 %0.01 %as of Jun 30, 2026 ↗
NYLIM VP S&P 500 Index Portfolio NYLIM VP FUNDS TRUST 45,69848.7M $0.75 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price New Era Fund T. ROWE PRICE NEW ERA FUND, INC. 45,39348.3M $1.69 %0.01 %as of Jun 30, 2026 ↗
ProShares Ultra Dow30 ProShares Trust 45,35939.7M $7.59 %0.01 %as of May 31, 2026 ↗
VIP Growth Opportunities Portfolio Variable Insurance Products Fund III 45,10048M $0.91 %0.01 %as of Jun 30, 2026 ↗
PGIM Jennison Global Equity Income Fund Prudential Investment Portfolios, Inc. 10 44,84236.5M $4.31 %0.01 %as of Jul 31, 2026 ↗
EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust 44,29447.2M $1.06 %0.01 %as of Jun 30, 2026 ↗
Fidelity Puritan Fund Fidelity Puritan Trust 44,17438.7M $0.11 %0.01 %as of May 31, 2026 ↗
VIP Balanced Portfolio Variable Insurance Products Fund III 43,70046.5M $0.52 %0.01 %as of Jun 30, 2026 ↗
MOA EQUITY INDEX FUND MoA Funds Corp 42,62745.4M $0.76 %0.01 %as of Jun 30, 2026 ↗
Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II 42,50737.2M $0.41 %0.01 %as of May 31, 2026 ↗
AST Balanced Asset Allocation Portfolio Advanced Series Trust 42,03544.8M $0.20 %0.01 %as of Jun 30, 2026 ↗
iShares MSCI World ETF iShares, Inc. 41,59336.4M $0.45 %0.01 %as of May 31, 2026 ↗
ARK Autonomous Technology & Robotics ETF ARK ETF Trust 40,90433.3M $1.80 %0.01 %as of Jul 31, 2026 ↗
EQ/Large Cap Growth Index Portfolio EQ Advisors Trust 40,31642.9M $1.51 %0.01 %as of Jun 30, 2026 ↗
Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds 40,28432.8M $0.72 %0.01 %as of Jul 31, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 39,99842.6M $0.35 %0.01 %as of Jun 30, 2026 ↗
Swedbank Robur Access Global Swedbank Robur Fonder AB 39,981269.8M SEK0.47 %0.01 %as of Mar 31, 2026 ↗
Länsförsäkringar USA Index Länsförsäkringar Fondförvaltning AB 39,863269M SEK0.69 %0.01 %as of Mar 31, 2026 ↗
Old Westbury All Cap Core Fund Old Westbury Funds Inc 39,60732.3M $0.91 %0.01 %as of Jul 31, 2026 ↗
Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust 39,50032.2M $0.57 %0.01 %as of Jul 31, 2026 ↗
BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust 39,41932.1M $0.59 %0.01 %as of Jul 31, 2026 ↗
ProShares Ultra S&P500 ProShares Trust 39,31334.4M $0.41 %0.01 %as of May 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 39,04134.2M $0.56 %0.01 %as of May 31, 2026 ↗
YieldMax(R) Ultra Option Income Strategy ETF Tidal Trust II 39,00031.8M $4.29 %0.01 %as of Jul 31, 2026 ↗
Victory RS Global Fund Victory Portfolios 38,68241.2M $2.07 %0.01 %as of Jun 30, 2026 ↗
WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust 38,57641.1M $0.67 %0.01 %as of Jun 30, 2026 ↗
Virtus Income & Growth Fund Virtus Investment Trust 38,29040.8M $0.84 %0.01 %as of Jun 30, 2026 ↗
Capital Group Core Balanced ETF Capital Group Core Balanced ETF 37,87940.3M $0.58 %0.01 %as of Jun 30, 2026 ↗
Growth Fund VALIC Co I 37,73233M $1.96 %0.01 %as of May 31, 2026 ↗
WisdomTree U.S. Quality Growth Fund WisdomTree Trust 37,65640.1M $1.51 %0.01 %as of Jun 30, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 37,61232.9M $0.58 %0.01 %as of May 31, 2026 ↗
U.S. Sector Rotation Fund John Hancock Funds II 37,32832.7M $0.61 %0.01 %as of May 31, 2026 ↗
VIP Stock Selector Portfolio Variable Insurance Products Fund 37,00039.4M $0.79 %0.01 %as of Jun 30, 2026 ↗
Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust 36,13529.4M $1.15 %0.01 %as of Jul 31, 2026 ↗
Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust 36,01129.3M $0.44 %0.01 %as of Jul 31, 2026 ↗
Nomura Core Equity Fund IVY FUNDS 35,76438.1M $1.00 %0.01 %as of Jun 30, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 35,64538M $0.28 %0.01 %as of Jun 30, 2026 ↗
Invesco Comstock Portfolio Brighthouse Funds Trust I 34,67936.9M $1.89 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust 34,45036.7M $0.78 %0.01 %as of Jun 30, 2026 ↗
Franklin U.S. Large Cap Multifactor Index ETF Franklin Templeton ETF Trust 34,25536.5M $1.77 %0.01 %as of Jun 30, 2026 ↗
JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust 34,25127.9M $1.12 %0.01 %as of Jul 31, 2026 ↗
TCW Transform Systems ETF TCW ETF Trust 34,09727.8M $1.91 %0.01 %as of Jul 31, 2026 ↗
Schwab Core Equity Fund SCHWAB CAPITAL TRUST 34,09327.8M $1.88 %0.01 %as of Jul 31, 2026 ↗
Touchstone Funds Group Trust-Touchstone Dividend Equity Fund Touchstone Funds Group Trust 33,91036.1M $1.47 %0.01 %as of Jun 30, 2026 ↗
iShares Climate Conscious & Transition MSCI USA ETF iShares Trust 33,78329.6M $0.99 %0.01 %as of May 31, 2026 ↗
T. Rowe Price U.S. Equity Research ETF T. Rowe Price Exchange-Traded Funds, Inc. 33,39735.6M $0.88 %0.01 %as of Jun 30, 2026 ↗
Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 33,24829.1M $0.61 %0.01 %as of May 31, 2026 ↗
Venerable Large Cap Index Fund Venerable Variable Insurance Trust 32,57634.7M $0.75 %0.01 %as of Jun 30, 2026 ↗
SEI Enhanced U.S. Large Cap Momentum Factor ETF SEI EXCHANGE TRADED FUNDS 32,57034.7M $2.31 %0.01 %as of Jun 30, 2026 ↗
SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 32,31228.3M $0.62 %0.01 %as of May 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 32,29234.4M $0.70 %0.01 %as of Jun 30, 2026 ↗
PSF PGIM Flexible Managed Portfolio Prudential Series Fund 32,20034.3M $0.64 %0.01 %as of Jun 30, 2026 ↗
Xtrackers S&P 500 Scored & Screened ETF DBX ETF Trust 32,18428.2M $1.02 %0.01 %as of May 29, 2026 ↗
Swedbank Robur Access USA Swedbank Robur Fonder AB 32,046216.3M SEK0.71 %0.01 %as of Mar 31, 2026 ↗
BlackRock Tactical Opportunities Fund BlackRock Funds 31,81025.9M $0.43 %0.01 %as of Jul 31, 2026 ↗
VictoryShares Free Cash Flow Growth ETF Victory Portfolios II 31,34133.4M $3.80 %0.01 %as of Jun 30, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 31,24633.3M $0.79 %0.01 %as of Jun 30, 2026 ↗
Voya VACS Index Series S Portfolio Voya Investors Trust 31,04533.1M $0.75 %0.01 %as of Jun 30, 2026 ↗
MFS Growth Series MFS VARIABLE INSURANCE TRUST 30,85232.9M $1.52 %0.01 %as of Jun 30, 2026 ↗
IKC Global Flexibel ISEC Services AB 30,800206.6M SEK3.05 %0.01 %as of Mar 31, 2026 ↗
Invesco S&P 100 Equal Weight ETF Invesco Exchange-Traded Fund Trust 30,53224.9M $0.92 %0.01 %as of Jul 31, 2026 ↗
Artisan Focus Fund Artisan Partners Funds Inc. 30,34932.3M $2.32 %0.01 %as of Jun 30, 2026 ↗
NYLIM VP Dimensional U.S. Equity Portfolio NYLIM VP FUNDS TRUST 29,95631.9M $3.30 %0.01 %as of Jun 30, 2026 ↗
Invesco S&P 500 Pure Growth ETF Invesco Exchange-Traded Fund Trust 29,65724.2M $1.21 %0.01 %as of Jul 31, 2026 ↗
Calamos Growth & Income Fund CALAMOS INVESTMENT TRUST/IL 29,53524.1M $0.70 %0.01 %as of Jul 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 29,45224M $0.50 %0.01 %as of Jul 31, 2026 ↗
Federated Hermes MDT Large Cap Growth Fund Federated Hermes MDT Series 29,13923.7M $0.42 %0.01 %as of Jul 31, 2026 ↗
Aptus Collared Investment Opportunity ETF ETF Series Solutions 28,94723.6M $1.00 %0.01 %as of Jul 31, 2026 ↗
CTIVP - Westfield Select Large Cap Growth Fund Columbia Funds Variable Series Trust II 27,73729.5M $1.70 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. 27,59029.4M $0.72 %0.01 %as of Jun 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 27,51029.3M $0.34 %0.01 %as of Jun 30, 2026 ↗
AST Aggressive Asset Allocation Portfolio Advanced Series Trust 27,49629.3M $0.26 %0.01 %as of Jun 30, 2026 ↗
Invesco V.I. Comstock Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 27,08628.8M $1.89 %0.01 %as of Jun 30, 2026 ↗
Growth Fund AMERICAN FUNDS INSURANCE SERIES 27,00928.8M $0.05 %0.01 %as of Jun 30, 2026 ↗
SEB USA Exposure SEB Funds AB 26,766180.6M SEK0.68 %0.01 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 26,57528.3M $0.32 %0.01 %as of Jun 30, 2026 ↗
Victory Income Stock Fund Victory Portfolios III 26,37021.5M $0.75 %0.01 %as of Jul 31, 2026 ↗
Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS 26,18027.9M $0.76 %0.01 %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