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
Swedbank Robur Transfer 80 Swedbank Robur Fonder AB 56,693382.6M SEK0.40 %0.01 %as of Mar 31, 2026 ↗
Fidelity Series Growth Company Fund Fidelity Mt. Vernon Street Trust 56,56042M $0.20 %0.01 %as of Feb 28, 2026 ↗
EQ/500 Managed Volatility Portfolio EQ Advisors Trust 56,39340M $0.53 %0.01 %as of Mar 31, 2026 ↗
JNL/Newton Equity Income Fund JNL Series Trust 55,76139.5M $0.99 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs U.S. Tax-Managed Equity Fund Goldman Sachs Trust 55,52839.3M $0.95 %0.01 %as of Mar 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 55,51039.3M $0.53 %0.01 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 55,20939.1M $0.70 %0.01 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 55,08849M $0.59 %0.01 %as of Apr 30, 2026 ↗
ARK Autonomous Technology & Robotics ETF ARK ETF Trust 54,83948.8M $2.32 %0.01 %as of Apr 30, 2026 ↗
DWS Core Equity Fund DEUTSCHE DWS INVESTMENT TRUST 54,32038.5M $0.88 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs U.S. Equity Dividend and Premium Fund GOLDMAN SACHS TRUST 53,04037.6M $1.07 %0.01 %as of Mar 31, 2026 ↗
Nuveen ESG Large-Cap Growth ETF NuShares ETF Trust 52,90447.1M $1.81 %0.01 %as of Apr 30, 2026 ↗
Stock Index Fund VALIC Co I 52,72439.2M $0.59 %0.01 %as of Feb 28, 2026 ↗
Victory Pioneer Core Equity Fund Victory Portfolios IV 52,04336.9M $1.91 %0.01 %as of Mar 31, 2026 ↗
Equity Index Portfolio PACIFIC SELECT FUND 51,87636.8M $0.58 %0.01 %as of Mar 31, 2026 ↗
Swedbank Robur Transfer 70 Swedbank Robur Fonder AB 51,700348.9M SEK0.35 %0.01 %as of Mar 31, 2026 ↗
Fidelity Puritan Fund Fidelity Puritan Trust 50,77437.7M $0.12 %0.01 %as of Feb 28, 2026 ↗
Aptus Collared Investment Opportunity ETF ETF Series Solutions 50,69145.1M $1.98 %0.01 %as of Apr 30, 2026 ↗
BlackRock Global Allocation Fund, Inc. BlackRock Global Allocation Fund, Inc. 50,36944.8M $0.26 %0.01 %as of Apr 30, 2026 ↗
THRIVENT LARGE CAP VALUE PORTFOLIO Thrivent Series Fund, Inc. 50,12335.5M $1.04 %0.01 %as of Mar 31, 2026 ↗
Franklin Equity Income Fund Franklin Investors Securities Trust 50,00044.5M $0.92 %0.01 %as of Apr 30, 2026 ↗
EQUITY INDEX FUND GuideStone Funds 48,76634.5M $0.59 %0.01 %as of Mar 31, 2026 ↗
MOA EQUITY INDEX FUND MoA Funds Corp 48,02834M $0.58 %0.01 %as of Mar 31, 2026 ↗
ProShares Ultra Dow30 ProShares Trust 47,93035.6M $6.99 %0.01 %as of Feb 28, 2026 ↗
T. Rowe Price Real Assets Fund, Inc. T. ROWE PRICE REAL ASSETS FUND, INC. 47,93034M $0.32 %0.01 %as of Mar 31, 2026 ↗
Growth Fund VALIC Co I 47,77635.5M $2.00 %0.01 %as of Feb 28, 2026 ↗
Fidelity High Dividend ETF Fidelity Covington Trust 47,40042.2M $0.46 %0.01 %as of Apr 30, 2026 ↗
Inspire 100 ETF Northern Lights Fund Trust IV 46,54634.6M $8.56 %0.01 %as of Feb 28, 2026 ↗
Capital Group Core Balanced ETF Capital Group Core Balanced ETF 46,48732.9M $0.61 %0.01 %as of Mar 31, 2026 ↗
NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 46,10132.7M $0.58 %0.01 %as of Mar 31, 2026 ↗
Schwab Core Equity Fund SCHWAB CAPITAL TRUST 45,73740.7M $2.67 %0.01 %as of Apr 30, 2026 ↗
JNL/Mellon Industrials Sector Fund JNL Series Trust 45,72032.4M $5.68 %0.01 %as of Mar 31, 2026 ↗
Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds 45,71340.7M $0.85 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price New Era Fund T. ROWE PRICE NEW ERA FUND, INC. 45,39332.2M $1.01 %0.01 %as of Mar 31, 2026 ↗
NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust 45,12832M $0.58 %0.01 %as of Mar 31, 2026 ↗
PGIM Jennison Global Equity Income Fund Prudential Investment Portfolios, Inc. 10 44,84239.9M $4.74 %0.01 %as of Apr 30, 2026 ↗
Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II 44,68933.2M $0.40 %0.01 %as of Feb 28, 2026 ↗
VIP Balanced Portfolio Variable Insurance Products Fund III 44,60031.6M $0.39 %0.01 %as of Mar 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 42,30730M $0.24 %0.01 %as of Mar 31, 2026 ↗
AST Balanced Asset Allocation Portfolio Advanced Series Trust 42,05629.8M $0.14 %0.01 %as of Mar 31, 2026 ↗
Virtus Income & Growth Fund Virtus Investment Trust 40,03528.4M $0.63 %0.01 %as of Mar 31, 2026 ↗
WisdomTree U.S. Quality Growth Fund WisdomTree Trust 40,02228.4M $1.36 %0.01 %as of Mar 31, 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 ↗
BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust 39,71435.3M $0.67 %0.01 %as of Apr 30, 2026 ↗
Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust 39,70035.3M $0.65 %0.01 %as of Apr 30, 2026 ↗
TCW Transform Systems ETF TCW ETF Trust 39,43135.1M $2.38 %0.01 %as of Apr 30, 2026 ↗
AB Disruptors ETF AB Active ETFs, Inc. 39,42729.3M $1.79 %0.01 %as of Feb 28, 2026 ↗
Touchstone Funds Group Trust-Touchstone Dividend Equity Fund Touchstone Funds Group Trust 39,32427.9M $1.21 %0.01 %as of Mar 31, 2026 ↗
U.S. Sector Rotation Fund John Hancock Funds II 39,02429M $0.58 %0.01 %as of Feb 28, 2026 ↗
Victory RS Global Fund Victory Portfolios 38,68227.4M $1.59 %0.01 %as of Mar 31, 2026 ↗
VIP Stock Selector Portfolio Variable Insurance Products Fund 38,60027.3M $0.61 %0.01 %as of Mar 31, 2026 ↗
WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust 38,24627.1M $0.48 %0.01 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 38,14728.3M $0.64 %0.01 %as of Feb 28, 2026 ↗
iShares MSCI World ETF iShares, Inc. 38,00528.2M $0.41 %0.01 %as of Feb 28, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 37,82226.8M $0.24 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 37,47327.8M $0.52 %0.01 %as of Feb 28, 2026 ↗
ProShares Ultra S&P500 ProShares Trust 37,35027.7M $0.41 %0.01 %as of Feb 28, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 36,00226.7M $0.54 %0.01 %as of Feb 28, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 35,83225.4M $0.32 %0.01 %as of Mar 31, 2026 ↗
Invesco S&P 500 GARP ETF Invesco Exchange-Traded Fund Trust 35,73431.8M $1.45 %0.01 %as of Apr 30, 2026 ↗
iShares Russell Top 200 Growth ETF iShares Trust 35,71225.3M $0.17 %0.01 %as of Mar 31, 2026 ↗
Victory Income Stock Fund Victory Portfolios III 35,53431.6M $1.18 %0.01 %as of Apr 30, 2026 ↗
Venerable Large Cap Index Fund Venerable Variable Insurance Trust 34,95524.8M $0.58 %0.01 %as of Mar 31, 2026 ↗
Franklin U.S. Large Cap Multifactor Index ETF Franklin Templeton ETF Trust 34,71924.6M $1.49 %0.01 %as of Mar 31, 2026 ↗
Fidelity Mega Cap Stock Fund Fidelity Hastings Street Trust 34,70024.6M $0.41 %0.01 %as of Mar 31, 2026 ↗
PSF PGIM Jennison Value Portfolio Prudential Series Fund 34,68624.6M $1.21 %0.01 %as of Mar 31, 2026 ↗
Nuveen ESG Large-Cap Value ETF NuShares ETF Trust 34,55430.8M $1.48 %0.01 %as of Apr 30, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 34,49424.4M $0.64 %0.01 %as of Mar 31, 2026 ↗
Invesco Comstock Portfolio Brighthouse Funds Trust I 34,46024.4M $1.35 %0.01 %as of Mar 31, 2026 ↗
Nuveen Large Cap Growth Index Fund TIAA-CREF Funds 34,38830.6M $0.16 %0.01 %as of Apr 30, 2026 ↗
Xtrackers MSCI USA Climate Action Equity ETF DBX ETF Trust 34,15525.4M $0.91 %0.01 %as of Feb 27, 2026 ↗
SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 34,07225.3M $0.58 %0.01 %as of Feb 28, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 33,91824M $0.54 %0.01 %as of Mar 31, 2026 ↗
PSF PGIM Flexible Managed Portfolio Prudential Series Fund 33,90024M $0.48 %0.01 %as of Mar 31, 2026 ↗
Invesco S&P 100 Equal Weight ETF Invesco Exchange-Traded Fund Trust 33,76430.1M $1.21 %0.01 %as of Apr 30, 2026 ↗
Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 33,22124.7M $0.58 %0.01 %as of Feb 28, 2026 ↗
T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. 32,80023.2M $0.61 %0.01 %as of Mar 31, 2026 ↗
Voya VACS Index Series S Portfolio Voya Investors Trust 32,78423.2M $0.57 %0.01 %as of Mar 31, 2026 ↗
JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust 32,58029M $1.33 %0.01 %as of Apr 30, 2026 ↗
Swedbank Robur Access USA Swedbank Robur Fonder AB 32,046216.3M SEK0.71 %0.01 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 31,91928.4M $0.53 %0.01 %as of Apr 30, 2026 ↗
NYLIM VP Dimensional U.S. Equity Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 31,60122.4M $2.41 %0.01 %as of Mar 31, 2026 ↗
Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust 31,47728M $0.47 %0.01 %as of Apr 30, 2026 ↗
SEI Enhanced U.S. Large Cap Momentum Factor ETF SEI EXCHANGE TRADED FUNDS 31,19222.1M $1.90 %0.01 %as of Mar 31, 2026 ↗
IKC Global Flexibel ISEC Services AB 30,800206.6M SEK3.05 %0.01 %as of Mar 31, 2026 ↗
AST Large-Cap Growth Portfolio Advanced Series Trust 30,52021.6M $0.31 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs Income Builder Fund GOLDMAN SACHS TRUST 30,50427.2M $0.99 %0.01 %as of Apr 30, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 30,07221.3M $0.26 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 30,03126.7M $0.59 %0.01 %as of Apr 30, 2026 ↗
ALGER FOCUS EQUITY FUND ALGER INSTITUTIONAL FUNDS 29,95426.7M $0.44 %0.01 %as of Apr 30, 2026 ↗
Calamos Growth & Income Fund CALAMOS INVESTMENT TRUST/IL 29,53526.3M $0.78 %0.01 %as of Apr 30, 2026 ↗
Invesco S&P 500 Pure Growth ETF Invesco Exchange-Traded Fund Trust 29,14625.9M $1.37 %0.01 %as of Apr 30, 2026 ↗
MFS Value Portfolio Brighthouse Funds Trust II 28,69420.3M $0.81 %0.01 %as of Mar 31, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 28,19620M $0.58 %0.01 %as of Mar 31, 2026 ↗
Xtrackers S&P 500 Scored & Screened ETF DBX ETF Trust 27,56720.5M $0.86 %0.01 %as of Feb 27, 2026 ↗
LargeCap Growth Fund I Principal Funds, Inc 27,49024.5M $0.40 %0.01 %as of Apr 30, 2026 ↗
AST Aggressive Asset Allocation Portfolio Advanced Series Trust 27,47719.5M $0.18 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust 27,47219.5M $0.60 %0.01 %as of Mar 31, 2026 ↗
Invesco V.I. Comstock Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 27,37419.4M $1.35 %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