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
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 26,90619.1M $0.65 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Large Cap Value Fund American Century ETF Trust 26,89220M $2.79 %0.01 %as of Feb 28, 2026 ↗
Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS 26,87619M $0.59 %0.01 %as of Mar 31, 2026 ↗
SEB USA Exposure SEB Funds AB 26,766180.6M SEK0.68 %0.01 %as of Mar 31, 2026 ↗
iShares Climate Conscious & Transition MSCI USA ETF iShares Trust 26,57119.7M $0.91 %0.01 %as of Feb 28, 2026 ↗
SIMT Tax-Managed Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST 25,26117.9M $0.43 %0.01 %as of Mar 31, 2026 ↗
SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST 25,13722.4M $0.67 %0.01 %as of Apr 30, 2026 ↗
Fidelity Contrafund Fidelity Contrafund 25,05317.7M $0.01 %0.01 %as of Mar 31, 2026 ↗
The Tocqueville Fund The Tocqueville Trust 25,00022.3M $3.71 %0.01 %as of Apr 30, 2026 ↗
Franklin U.S. Core Equity (IU) Fund Franklin Fund Allocator Series 24,74822M $1.82 %0.01 %as of Apr 30, 2026 ↗
HARTFORD STOCK HLS FUND HARTFORD SERIES FUND INC 24,54617.4M $1.56 %0.01 %as of Mar 31, 2026 ↗
BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. 24,40717.3M $0.59 %0.01 %as of Mar 31, 2026 ↗
JNL/Goldman Sachs 4 Fund JNL Series Trust 24,37317.3M $0.36 %0.01 %as of Mar 31, 2026 ↗
Pacer Trendpilot US Large Cap ETF Pacer Funds Trust 24,18821.5M $0.67 %0.01 %as of Apr 30, 2026 ↗
International Growth and Income Fund International Growth & Income Fund 24,07017.1M $0.09 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta U.S. Equity ETF Goldman Sachs ETF Trust 24,05517.9M $0.60 %0.01 %as of Feb 28, 2026 ↗
Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust 23,96217M $0.64 %0.01 %as of Mar 31, 2026 ↗
BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. 23,88416.9M $0.72 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs Large Cap Equity Fund Goldman Sachs Trust 23,81717.7M $1.21 %0.01 %as of Feb 28, 2026 ↗
Global X S&P 500 Covered Call ETF GLOBAL X FUNDS 23,81221.2M $0.68 %0.01 %as of Apr 30, 2026 ↗
Columbia Large Cap Index Fund COLUMBIA FUNDS SERIES TRUST 23,67317.6M $0.58 %0.01 %as of Feb 28, 2026 ↗
LVIP MFS Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 23,51016.7M $0.78 %0.01 %as of Mar 31, 2026 ↗
Victory Sustainable World Fund Victory Portfolios III 23,49917.5M $1.09 %0.01 %as of Feb 28, 2026 ↗
MFS Value Series MFS VARIABLE INSURANCE TRUST 23,40016.6M $0.84 %0.01 %as of Mar 31, 2026 ↗
CAPITAL GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 23,40016.6M $0.72 %0.01 %as of Mar 31, 2026 ↗
Handelsbanken Developed Markets Index Criteria Handelsbanken Fonder AB 23,376157.8M SEK0.34 %0.01 %as of Mar 31, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 23,20016.4M $0.10 %0.01 %as of Mar 31, 2026 ↗
VOYA CORPORATE LEADERS(R) 100 FUND Voya Equity Trust 22,75016.9M $1.28 %0.00 %as of Feb 28, 2026 ↗
Invesco V.I. American Franchise Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 22,72616.1M $2.06 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price U.S. Equity Research ETF T. Rowe Price Exchange-Traded Funds, Inc. 22,46715.9M $0.76 %0.00 %as of Mar 31, 2026 ↗
EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 22,25215.8M $0.66 %0.00 %as of Mar 31, 2026 ↗
Fidelity Blue Chip Growth K6 Fund Fidelity Securities Fund 22,10019.7M $0.10 %0.00 %as of Apr 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 22,05319.6M $0.82 %0.00 %as of Apr 30, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 22,02915.6M $0.54 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 22,01116.4M $0.38 %0.00 %as of Feb 28, 2026 ↗
Fidelity Worldwide Fund Fidelity Investment Trust 22,00019.6M $0.52 %0.00 %as of Apr 30, 2026 ↗
Select Utilities Portfolio Fidelity Select Portfolios 22,00016.3M $0.40 %0.00 %as of Feb 28, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 21,86415.5M $0.76 %0.00 %as of Mar 31, 2026 ↗
Skandia Global Exponering Skandia Fonder AB 21,860147.5M SEK0.46 %0.00 %as of Mar 31, 2026 ↗
AST Large-Cap Equity Portfolio Advanced Series Trust 21,84515.5M $0.88 %0.00 %as of Mar 31, 2026 ↗
The U.S. Equity Portfolio HC Capital Trust 21,75115.4M $0.83 %0.00 %as of Mar 31, 2026 ↗
ProShares UltraPro S&P500 ProShares Trust 21,70516.1M $0.36 %0.00 %as of Feb 28, 2026 ↗
Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust 21,69815.4M $0.59 %0.00 %as of Mar 31, 2026 ↗
Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 21,66416.1M $0.23 %0.00 %as of Feb 28, 2026 ↗
World Selection Index Fund Northern Funds 21,63615.3M $0.79 %0.00 %as of Mar 31, 2026 ↗
VIP Growth Opportunities Portfolio Variable Insurance Products Fund III 21,50015.2M $0.36 %0.00 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 21,47515.2M $0.29 %0.00 %as of Mar 31, 2026 ↗
VANGUARD GLOBAL WELLINGTON FUND VANGUARD WORLD FUND 21,33615.8M $0.52 %0.00 %as of Feb 28, 2026 ↗
VOYA U.S. STOCK INDEX PORTFOLIO Voya Investors Trust 21,33015.1M $0.57 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 21,23418.9M $0.64 %0.00 %as of Apr 30, 2026 ↗
Global X Dow 30 Covered Call ETF GLOBAL X FUNDS 21,11318.8M $11.12 %0.00 %as of Apr 30, 2026 ↗
Shelton Equity Income Fund SHELTON FUNDS 21,10015.7M $1.48 %0.00 %as of Feb 28, 2026 ↗
SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST 21,01715.6M $0.49 %0.00 %as of Feb 28, 2026 ↗
Tema American Reshoring ETF Tema ETF Trust 20,86215.5M $5.87 %0.00 %as of Feb 28, 2026 ↗
BlackRock Sustainable Aware Advantage Large Cap Core Fund BlackRock Funds 20,84215.5M $1.49 %0.00 %as of Feb 28, 2026 ↗
iShares U.S. Equity Factor ETF iShares Trust 20,72718.4M $0.57 %0.00 %as of Apr 30, 2026 ↗
Variable Portfolio - Partners Core Equity Fund Columbia Funds Variable Series Trust II 20,64314.6M $0.71 %0.00 %as of Mar 31, 2026 ↗
Franklin Global Allocation Fund Franklin Fund Allocator Series 20,56714.6M $0.53 %0.00 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 20,53714.5M $0.80 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon S&P 500 Index Fund BNY MELLON INDEX FUNDS, INC. 20,15017.9M $0.66 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF SPDR SERIES TRUST 20,10414.2M $0.61 %0.00 %as of Mar 31, 2026 ↗
AZL S&P 500 Index Fund Allianz Variable Insurance Products Trust 20,05514.2M $0.59 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Balanced Fund, Inc. T. Rowe Price Balanced Fund, Inc. 20,00614.2M $0.29 %0.00 %as of Mar 31, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 19,99717.8M $0.62 %0.00 %as of Apr 30, 2026 ↗
Putnam VT Large Cap Growth Fund Putnam Variable Trust 19,83614.1M $1.23 %0.00 %as of Mar 31, 2026 ↗
Columbia Variable Portfolio - Large Cap Index Fund Columbia Funds Variable Series Trust II 19,27013.7M $0.58 %0.00 %as of Mar 31, 2026 ↗
LargeCap S&P 500 Index Account Principal Variable Contract Funds, Inc 19,23513.6M $0.58 %0.00 %as of Mar 31, 2026 ↗
Invesco Dorsey Wright Momentum ETF Invesco Exchange-Traded Fund Trust 19,14017M $1.16 %0.00 %as of Apr 30, 2026 ↗
Fidelity Enhanced Large Cap Core ETF Fidelity Covington Trust 18,83113.3M $0.21 %0.00 %as of Mar 31, 2026 ↗
iShares Russell Top 200 ETF iShares Trust 18,79913.3M $0.69 %0.00 %as of Mar 31, 2026 ↗
ATM Large Cap Managed Volatility Portfolio EQ Advisors Trust 18,70413.3M $0.53 %0.00 %as of Mar 31, 2026 ↗
Inspire 500 ETF Northern Lights Fund Trust IV 18,65413.9M $1.97 %0.00 %as of Feb 28, 2026 ↗
Fidelity Series Blue Chip Growth Fund Fidelity Securities Fund 18,60016.6M $0.09 %0.00 %as of Apr 30, 2026 ↗
CUTLER EQUITY FUND The Cutler Trust 18,57513.2M $6.17 %0.00 %as of Mar 31, 2026 ↗
U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 18,55616.5M $0.64 %0.00 %as of Apr 30, 2026 ↗
Indecap Guide 2 Indecap Fonder AB 18,352123.9M SEK0.37 %0.00 %as of Mar 31, 2026 ↗
Innovator Equity Managed Floor ETF Innovator ETFs Trust 18,32216.3M $0.99 %0.00 %as of Apr 30, 2026 ↗
Destinations Large Cap Equity Fund Brinker Capital Destinations Trust 18,28513.6M $0.39 %0.00 %as of Feb 28, 2026 ↗
Zacks Earnings Consistent Portfolio ETF Zacks Trust 18,20713.5M $4.37 %0.00 %as of Feb 28, 2026 ↗
iShares Morningstar Value ETF iShares Trust 18,14116.1M $1.30 %0.00 %as of Apr 30, 2026 ↗
NVIT BNY Mellon Dynamic U.S. Core Fund Nationwide Variable Insurance Trust 17,89712.7M $0.55 %0.00 %as of Mar 31, 2026 ↗
THRIVENT LARGE CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 17,61312.5M $0.59 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Dynamic Value ETF BNY Mellon ETF Trust II 17,58815.7M $1.13 %0.00 %as of Apr 30, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 17,50013M $0.36 %0.00 %as of Feb 28, 2026 ↗
Invesco S&P 500 Equal Weight Industrials ETF Invesco Exchange-Traded Fund Trust 17,46815.5M $1.55 %0.00 %as of Apr 30, 2026 ↗
T. Rowe Price Dividend Growth ETF T. Rowe Price Exchange-Traded Funds, Inc. 17,36512.3M $1.01 %0.00 %as of Mar 31, 2026 ↗
Handelsbanken USA Index Criteria Handelsbanken Fonder AB 17,118115.5M SEK0.26 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST 17,08112.1M $0.83 %0.00 %as of Mar 31, 2026 ↗
MM S&P 500 Index Fund MASSMUTUAL SELECT FUNDS 16,86812M $0.59 %0.00 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 16,83911.9M $0.64 %0.00 %as of Mar 31, 2026 ↗
Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust 16,47811.7M $0.15 %0.00 %as of Mar 31, 2026 ↗
PRIMECAP Odyssey Stock Fund PRIMECAP Odyssey Funds 16,29014.5M $0.33 %0.00 %as of Apr 30, 2026 ↗
Vident U.S. Equity Strategy ETF ETF Series Solutions 16,24512.1M $1.67 %0.00 %as of Feb 28, 2026 ↗
MFS Growth Series MFS VARIABLE INSURANCE TRUST 16,13711.4M $0.59 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Natural Resources Fund BNY MELLON OPPORTUNITY FUNDS 16,05811.4M $0.93 %0.00 %as of Mar 31, 2026 ↗
BlackRock Tactical Opportunities Fund BlackRock Funds 16,03114.3M $0.28 %0.00 %as of Apr 30, 2026 ↗
iShares Core Dividend ETF iShares Trust 16,02714.3M $1.06 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 15,80611.7M $0.55 %0.00 %as of Feb 28, 2026 ↗
Fidelity Quality Factor ETF Fidelity Covington Trust 15,80314.1M $1.03 %0.00 %as of Apr 30, 2026 ↗
Domini Impact Equity Fund Domini Investment Trust 15,72014M $1.20 %0.00 %as of Apr 30, 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