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
Fidelity Enhanced Large Cap Core ETF Fidelity Covington Trust 26,06627.8M $0.35 %0.01 %as of Jun 30, 2026 ↗
Fidelity Mega Cap Stock Fund Fidelity Hastings Street Trust 25,50027.2M $0.39 %0.01 %as of Jun 30, 2026 ↗
Invesco V.I. American Franchise Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 25,48227.1M $2.90 %0.01 %as of Jun 30, 2026 ↗
iShares ESG Optimized MSCI USA ETF iShares Trust 25,48120.8M $0.52 %0.01 %as of Jul 31, 2026 ↗
SIMT Tax-Managed Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST 25,26126.9M $0.59 %0.01 %as of Jun 30, 2026 ↗
The Tocqueville Fund The Tocqueville Trust 25,00020.4M $3.48 %0.01 %as of Jul 31, 2026 ↗
Avantis U.S. Large Cap Value Fund American Century ETF Trust 24,98421.9M $2.80 %0.01 %as of May 31, 2026 ↗
iShares Morningstar Growth ETF iShares Trust 24,96420.3M $0.65 %0.01 %as of Jul 31, 2026 ↗
AST Large-Cap Growth Portfolio Advanced Series Trust 24,96026.6M $0.34 %0.01 %as of Jun 30, 2026 ↗
Fidelity Blue Chip Growth ETF Fidelity Covington Trust 24,88520.3M $0.29 %0.01 %as of Jul 31, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 24,58226.2M $0.82 %0.01 %as of Jun 30, 2026 ↗
Growth Portfolio PACIFIC SELECT FUND 24,07625.6M $1.52 %0.01 %as of Jun 30, 2026 ↗
International Growth and Income Fund International Growth & Income Fund 24,07025.6M $0.12 %0.01 %as of Jun 30, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 24,06925.6M $1.13 %0.01 %as of Jun 30, 2026 ↗
Multi-Manager Large Cap Growth Strategies Fund COLUMBIA FUNDS SERIES TRUST I 24,04825.6M $0.57 %0.01 %as of Jun 30, 2026 ↗
PSF PGIM Jennison Value Portfolio Prudential Series Fund 24,00225.6M $1.11 %0.01 %as of Jun 30, 2026 ↗
Fidelity Enhanced Large Cap Growth ETF Fidelity Covington Trust 23,95325.5M $0.45 %0.01 %as of Jun 30, 2026 ↗
First Trust BuyWrite Income ETF First Trust Exchange-Traded Fund VI 23,91425.5M $1.08 %0.01 %as of Jun 30, 2026 ↗
VOYA RUSSELLTM LARGE CAP GROWTH INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC 23,90625.5M $1.65 %0.01 %as of Jun 30, 2026 ↗
NYLIM VP Winslow Large Cap Growth Portfolio NYLIM VP FUNDS TRUST 23,80025.3M $1.29 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs Large Cap Equity Fund Goldman Sachs Trust 23,69320.8M $1.32 %0.01 %as of May 31, 2026 ↗
BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. 23,65825.2M $0.76 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs Large Cap Growth Insights Fund Goldman Sachs Trust 23,61519.2M $1.21 %0.01 %as of Jul 31, 2026 ↗
PRIMECAP PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 23,40024.9M $0.80 %0.01 %as of Jun 30, 2026 ↗
Handelsbanken Developed Markets Index Criteria Handelsbanken Fonder AB 23,376157.8M SEK0.34 %0.01 %as of Mar 31, 2026 ↗
JNL/Goldman Sachs 4 Fund JNL Series Trust 23,35224.9M $0.46 %0.01 %as of Jun 30, 2026 ↗
Global X S&P 500 Covered Call ETF GLOBAL X FUNDS 23,34119M $0.59 %0.01 %as of Jul 31, 2026 ↗
Pacer Trendpilot US Large Cap ETF Pacer Funds Trust 23,29719M $0.58 %0.01 %as of Jul 31, 2026 ↗
SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST 23,26719M $0.58 %0.01 %as of Jul 31, 2026 ↗
MFS Value Portfolio Brighthouse Funds Trust II 23,17824.7M $0.95 %0.01 %as of Jun 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 23,16618.9M $0.34 %0.01 %as of Jul 31, 2026 ↗
Goldman Sachs MarketBeta U.S. Equity ETF Goldman Sachs ETF Trust 23,15320.3M $0.64 %0.01 %as of May 31, 2026 ↗
iShares Dynamic Equity Active ETF BlackRock ETF Trust 23,03118.8M $0.62 %0.01 %as of Jul 31, 2026 ↗
Empower Large Cap Growth Fund EMPOWER FUNDS, INC. 22,75224.2M $1.05 %0.00 %as of Jun 30, 2026 ↗
BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. 22,71724.2M $0.75 %0.00 %as of Jun 30, 2026 ↗
Shelton Equity Income Fund SHELTON FUNDS 22,70019.9M $1.75 %0.00 %as of May 31, 2026 ↗
LargeCap Growth Fund I Principal Funds, Inc 22,61518.4M $0.32 %0.00 %as of Jul 31, 2026 ↗
Innovator Equity Managed Floor ETF Innovator ETFs Trust 22,54218.4M $0.87 %0.00 %as of Jul 31, 2026 ↗
BlackRock Sustainable Aware Advantage Large Cap Core Fund BlackRock Funds 22,17019.4M $1.59 %0.00 %as of May 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 22,05318M $0.72 %0.00 %as of Jul 31, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 22,02923.5M $0.70 %0.00 %as of Jun 30, 2026 ↗
Skandia Global Exponering Skandia Fonder AB 21,860147.5M SEK0.46 %0.00 %as of Mar 31, 2026 ↗
Columbia Large Cap Index Fund COLUMBIA FUNDS SERIES TRUST 21,81319.1M $0.62 %0.00 %as of May 31, 2026 ↗
The U.S. Equity Portfolio HC Capital Trust 21,75123.2M $1.11 %0.00 %as of Jun 30, 2026 ↗
World Selection Index Fund Northern Funds 21,69023.1M $1.04 %0.00 %as of Jun 30, 2026 ↗
BlackRock Global Allocation V.I. Fund BlackRock Variable Series Funds, Inc. 21,55523M $0.56 %0.00 %as of Jun 30, 2026 ↗
iShares U.S. Equity Factor ETF iShares Trust 21,55517.6M $0.49 %0.00 %as of Jul 31, 2026 ↗
Calamos Growth Fund CALAMOS INVESTMENT TRUST/IL 21,20017.3M $1.01 %0.00 %as of Jul 31, 2026 ↗
Victory Sustainable World Fund Victory Portfolios III 21,16318.5M $1.12 %0.00 %as of May 31, 2026 ↗
AST Large-Cap Equity Portfolio Advanced Series Trust 21,14522.5M $1.16 %0.00 %as of Jun 30, 2026 ↗
Global X Dow 30 Covered Call ETF GLOBAL X FUNDS 21,10317.2M $9.34 %0.00 %as of Jul 31, 2026 ↗
Xtrackers MSCI USA Climate Action Equity ETF DBX ETF Trust 21,03118.4M $0.57 %0.00 %as of May 29, 2026 ↗
Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust 21,02822.4M $0.81 %0.00 %as of Jun 30, 2026 ↗
SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST 21,01718.4M $0.49 %0.00 %as of May 31, 2026 ↗
VOYA U.S. STOCK INDEX PORTFOLIO Voya Investors Trust 20,84522.2M $0.75 %0.00 %as of Jun 30, 2026 ↗
T. Rowe Price Institutional Large-Cap Core Growth Fund T. Rowe Price Equity Funds, Inc. 20,68022M $0.83 %0.00 %as of Jun 30, 2026 ↗
Tema U.S. Manufacturing & Reshoring ETF Tema ETF Trust 20,56118M $6.57 %0.00 %as of May 31, 2026 ↗
Inspire 500 ETF Northern Lights Fund Trust IV 20,55718M $2.14 %0.00 %as of May 31, 2026 ↗
Blue Chip Growth Trust John Hancock Variable Insurance Trust 20,38321.7M $0.84 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 20,32921.6M $0.35 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF SPDR SERIES TRUST 20,28121.6M $0.79 %0.00 %as of Jun 30, 2026 ↗
LVIP MFS Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 20,22421.5M $0.95 %0.00 %as of Jun 30, 2026 ↗
Franklin U.S. Core Equity (IU) Fund Franklin Fund Allocator Series 19,97316.3M $1.35 %0.00 %as of Jul 31, 2026 ↗
HARTFORD STOCK HLS FUND HARTFORD SERIES FUND INC 19,91921.2M $1.80 %0.00 %as of Jun 30, 2026 ↗
Victory Pioneer Core Equity Fund Victory Portfolios IV 19,75621M $1.01 %0.00 %as of Jun 30, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 19,65516M $0.54 %0.00 %as of Jul 31, 2026 ↗
EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 19,61420.9M $0.83 %0.00 %as of Jun 30, 2026 ↗
BNY Mellon S&P 500 Index Fund BNY MELLON INDEX FUNDS, INC. 19,04115.5M $0.58 %0.00 %as of Jul 31, 2026 ↗
Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 18,64616.3M $0.23 %0.00 %as of May 31, 2026 ↗
Columbia Variable Portfolio - Large Cap Index Fund Columbia Funds Variable Series Trust II 18,57319.8M $0.75 %0.00 %as of Jun 30, 2026 ↗
U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 18,55615.1M $0.57 %0.00 %as of Jul 31, 2026 ↗
VOYA CORPORATE LEADERS(R) 100 FUND Voya Equity Trust 18,38916.1M $1.18 %0.00 %as of May 31, 2026 ↗
T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 18,38216.1M $0.37 %0.00 %as of May 31, 2026 ↗
Indecap Guide 2 Indecap Fonder AB 18,352123.9M SEK0.37 %0.00 %as of Mar 31, 2026 ↗
Capital Group Global Equity ETF Capital Group Global Equity ETF 18,28816M $0.57 %0.00 %as of May 31, 2026 ↗
MFS Value Series MFS VARIABLE INSURANCE TRUST 18,27219.5M $0.95 %0.00 %as of Jun 30, 2026 ↗
JNL/BlackRock Global Allocation Fund JNL Series Trust 18,25819.4M $0.57 %0.00 %as of Jun 30, 2026 ↗
AZL S&P 500 Index Fund Allianz Variable Insurance Products Trust 18,16019.3M $0.76 %0.00 %as of Jun 30, 2026 ↗
T. Rowe Price Blue Chip Growth Portfolio T. ROWE PRICE EQUITY SERIES, INC. 18,11219.3M $0.76 %0.00 %as of Jun 30, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 17,94215.7M $0.39 %0.00 %as of May 31, 2026 ↗
iShares Russell Top 200 ETF iShares Trust 17,92619.1M $0.87 %0.00 %as of Jun 30, 2026 ↗
ProShares UltraPro S&P500 ProShares Trust 17,88015.7M $0.28 %0.00 %as of May 31, 2026 ↗
T. Rowe Price Dividend Growth ETF T. Rowe Price Exchange-Traded Funds, Inc. 17,80619M $1.38 %0.00 %as of Jun 30, 2026 ↗
Franklin Global Allocation Fund Franklin Fund Allocator Series 17,70618.9M $0.64 %0.00 %as of Jun 30, 2026 ↗
Tema Electrification ETF Tema ETF Trust 17,69315.5M $2.14 %0.00 %as of May 31, 2026 ↗
Invesco MSCI North America Climate ETF Invesco Exchange-Traded Fund Trust II 17,56315.4M $0.68 %0.00 %as of May 31, 2026 ↗
ATM Large Cap Managed Volatility Portfolio EQ Advisors Trust 17,39318.5M $0.68 %0.00 %as of Jun 30, 2026 ↗
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 17,37618.5M $0.95 %0.00 %as of Jun 30, 2026 ↗
LargeCap S&P 500 Index Account Principal Variable Contract Funds, Inc 17,36418.5M $0.75 %0.00 %as of Jun 30, 2026 ↗
NVIT BNY Mellon Dynamic U.S. Core Fund Nationwide Variable Insurance Trust 17,12218.2M $0.71 %0.00 %as of Jun 30, 2026 ↗
Handelsbanken USA Index Criteria Handelsbanken Fonder AB 17,118115.5M SEK0.26 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Blue Chip Growth ETF T. Rowe Price Exchange-Traded Funds, Inc. 16,98918.1M $0.84 %0.00 %as of Jun 30, 2026 ↗
THRIVENT LARGE CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 16,97518.1M $0.75 %0.00 %as of Jun 30, 2026 ↗
Zacks Earnings Consistent Portfolio ETF Zacks Trust 16,95614.9M $4.34 %0.00 %as of May 31, 2026 ↗
Putnam VT Large Cap Growth Fund Putnam Variable Trust 16,93018M $1.37 %0.00 %as of Jun 30, 2026 ↗
Fidelity Quality Factor ETF Fidelity Covington Trust 16,86413.7M $0.97 %0.00 %as of Jul 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 16,81413.7M $0.41 %0.00 %as of Jul 31, 2026 ↗
Schwab Select Large Cap Growth Fund LAUDUS TRUST 16,54417.6M $0.81 %0.00 %as of Jun 30, 2026 ↗
Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust 16,47817.5M $0.21 %0.00 %as of Jun 30, 2026 ↗
Fidelity Value Factor ETF Fidelity Covington Trust 16,39213.4M $1.00 %0.00 %as of Jul 31, 2026 ↗

Download this table: CSV, JSON

Report an error

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
Cite this page

Titelia. "Fund shareholders of CATERPILLAR INC". https://titelia.com/en/stocks/caterpillar-inc-US1491231015