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
Variable Portfolio - Partners Core Equity Fund Columbia Funds Variable Series Trust II 16,15017.2M $0.77 %0.00 %as of Jun 30, 2026 ↗
ActivePassive U.S. Equity ETF Trust for Professional Managers 16,09514.1M $0.56 %0.00 %as of May 31, 2026 ↗
Invesco Dorsey Wright Momentum ETF Invesco Exchange-Traded Fund Trust 16,07313.1M $0.91 %0.00 %as of Jul 31, 2026 ↗
Invesco Dorsey Wright Industrials Momentum ETF Invesco Exchange-Traded Fund Trust 15,91613M $3.05 %0.00 %as of Jul 31, 2026 ↗
MM S&P 500 Index Fund MASSMUTUAL SELECT FUNDS 15,88416.9M $0.76 %0.00 %as of Jun 30, 2026 ↗
PRIMECAP Odyssey Stock Fund PRIMECAP Odyssey Funds 15,85012.9M $0.28 %0.00 %as of Jul 31, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 15,70413.8M $0.58 %0.00 %as of May 31, 2026 ↗
iShares ESG MSCI USA Leaders ETF iShares Trust 15,53913.6M $1.20 %0.00 %as of May 31, 2026 ↗
VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND 15,43513.5M $0.74 %0.00 %as of May 31, 2026 ↗
NYLIM S&P 500 Index Fund NYLIM FUNDS TRUST 15,12612.3M $0.58 %0.00 %as of Jul 31, 2026 ↗
Invesco S&P 500 Equal Weight Industrials ETF Invesco Exchange-Traded Fund Trust 15,10612.3M $1.13 %0.00 %as of Jul 31, 2026 ↗
AQR Managed Futures Strategy Fund AQR Funds 15,01416M $0.50 %0.00 %as of Jun 30, 2026 ↗
Global Growth Fund AMERICAN FUNDS INSURANCE SERIES 14,94815.9M $0.15 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs Equity Income Fund Goldman Sachs Trust 14,88813M $2.93 %0.00 %as of May 31, 2026 ↗
Domini Impact Equity Fund Domini Investment Trust 14,88012.1M $1.02 %0.00 %as of Jul 31, 2026 ↗
CUTLER EQUITY FUND The Cutler Trust 14,86015.8M $7.13 %0.00 %as of Jun 30, 2026 ↗
LVIP Nomura Social Awareness Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 14,64515.6M $1.91 %0.00 %as of Jun 30, 2026 ↗
Federated Hermes MDT All Cap Core Fund Federated Hermes MDT Series 14,63211.9M $0.30 %0.00 %as of Jul 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 14,54415.5M $0.82 %0.00 %as of Jun 30, 2026 ↗
VIP Industrials Portfolio Variable Insurance Products Fund IV 14,50015.4M $3.35 %0.00 %as of Jun 30, 2026 ↗
PD Large-Cap Growth Index Portfolio PACIFIC SELECT FUND 14,43015.4M $1.41 %0.00 %as of Jun 30, 2026 ↗
BNY Mellon Worldwide Growth Fund, Inc. BNY Mellon Worldwide Growth Fund, Inc. 14,43011.8M $1.30 %0.00 %as of Jul 31, 2026 ↗
Deutsche DWS Equity 500 Index Portfolio DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO 14,29515.2M $0.75 %0.00 %as of Jun 30, 2026 ↗
Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust 14,14215.1M $0.76 %0.00 %as of Jun 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 14,00411.4M $0.50 %0.00 %as of Jul 31, 2026 ↗
Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust 14,00114.9M $0.47 %0.00 %as of Jun 30, 2026 ↗
BlackRock Advantage Large Cap Value Fund BlackRock Large Cap Series Funds, Inc. 14,00012.3M $1.52 %0.00 %as of May 29, 2026 ↗
SA MFS Large Cap Growth Portfolio SUNAMERICA SERIES TRUST 13,95011.4M $1.65 %0.00 %as of Jul 31, 2026 ↗
Timothy Plan Large/Mid Cap Growth Fund TIMOTHY PLAN 13,83014.7M $4.32 %0.00 %as of Jun 30, 2026 ↗
JPMorgan U.S. Large Cap Core Plus Fund JPMorgan Trust I 13,55114.4M $0.39 %0.00 %as of Jun 30, 2026 ↗
CIBC ATLAS DISCIPLINED EQUITY FUND ADVISORS' INNER CIRCLE FUND 13,49011M $0.82 %0.00 %as of Jul 31, 2026 ↗
T. Rowe Price Growth Stock ETF T. Rowe Price Exchange-Traded Funds, Inc. 13,30014.2M $1.38 %0.00 %as of Jun 30, 2026 ↗
MFS Equity Income Fund MFS SERIES TRUST VII 13,25110.8M $1.17 %0.00 %as of Jul 31, 2026 ↗
GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 13,24314.1M $0.82 %0.00 %as of Jun 30, 2026 ↗
Invesco S&P 500 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 13,21311.6M $0.70 %0.00 %as of May 31, 2026 ↗
Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 13,19110.7M $1.36 %0.00 %as of Jul 31, 2026 ↗
Lysa Global Equity Broad Lysa Fonder AB 13,02587.9M SEK0.42 %0.00 %as of Mar 31, 2026 ↗
Nationwide S&P 500 Index Fund Nationwide Mutual Funds 12,97710.6M $0.58 %0.00 %as of Jul 31, 2026 ↗
Nuveen Winslow Large-Cap Growth ESG Fund Nuveen Investment Trust II 12,95010.6M $1.13 %0.00 %as of Jul 31, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 12,94711.3M $0.58 %0.00 %as of May 31, 2026 ↗
BlackRock High Equity Income Fund BlackRock Funds 12,87111.3M $0.54 %0.00 %as of May 29, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 12,67111.1M $0.88 %0.00 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S&P 500(R) ESG ETF SPDR SERIES TRUST 12,61213.4M $1.23 %0.00 %as of Jun 30, 2026 ↗
JNL/Fidelity Institutional AM & JPMorgan Large Cap Growth Fund JNL Series Trust 12,54813.4M $1.00 %0.00 %as of Jun 30, 2026 ↗
State Street S&P 500 Index Fund SSGA FUNDS 12,44710.9M $0.63 %0.00 %as of May 31, 2026 ↗
Clearwater Core Equity Fund Clearwater Investment Trust 12,36013.2M $0.83 %0.00 %as of Jun 30, 2026 ↗
MML VIP Invesco Discovery Large Cap Fund MML Series Investment Fund II 12,31013.1M $2.46 %0.00 %as of Jun 30, 2026 ↗
JNL/MFS Equity Income Fund JNL Series Trust 12,26313.1M $1.57 %0.00 %as of Jun 30, 2026 ↗
SFT Index 500 Fund Securian Funds Trust 12,23913M $0.75 %0.00 %as of Jun 30, 2026 ↗
EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust 12,12012.9M $0.79 %0.00 %as of Jun 30, 2026 ↗
First Trust Large Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 12,0679.8M $0.75 %0.00 %as of Jul 31, 2026 ↗
Goldman Sachs Large Cap Value Fund Goldman Sachs Trust 12,03810.5M $2.30 %0.00 %as of May 31, 2026 ↗
Handelsbanken Global Momentum Handelsbanken Fonder AB 11,92080.4M SEK2.48 %0.00 %as of Mar 31, 2026 ↗
Fidelity Balanced K6 Fund Fidelity Puritan Trust 11,88710.4M $0.43 %0.00 %as of May 31, 2026 ↗
Bridge Builder Large Cap Growth Fund Bridge Builder Trust 11,87212.6M $0.04 %0.00 %as of Jun 30, 2026 ↗
Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 11,86912.6M $0.87 %0.00 %as of Jun 30, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 11,83112.6M $0.45 %0.00 %as of Jun 30, 2026 ↗
Global X S&P 500 Catholic Values ETF GLOBAL X FUNDS 11,8209.6M $0.74 %0.00 %as of Jul 31, 2026 ↗
PGIM Quant Solutions Large-Cap Core Fund Prudential Investment Portfolios 9 11,7009.5M $0.91 %0.00 %as of Jul 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 11,69712.5M $0.39 %0.00 %as of Jun 30, 2026 ↗
First Trust Dow 30 Equal Weight ETF First Trust Exchange-Traded Fund 11,64112.4M $4.04 %0.00 %as of Jun 30, 2026 ↗
SIIT DYNAMIC ASSET ALLOCATION FUND SEI INSTITUTIONAL INVESTMENTS TRUST 11,63810.2M $0.48 %0.00 %as of May 31, 2026 ↗
T. Rowe Price Balanced Fund, Inc. T. Rowe Price Balanced Fund, Inc. 11,62212.4M $0.23 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs U.S. Equity Insights Fund Goldman Sachs Trust 11,6189.5M $0.83 %0.00 %as of Jul 31, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 11,5839.4M $0.61 %0.00 %as of Jul 31, 2026 ↗
Transamerica S&P 500 Index VP TRANSAMERICA SERIES TRUST 11,58012.3M $0.76 %0.00 %as of Jun 30, 2026 ↗
LVIP BlackRock Global Allocation Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 11,52212.3M $0.56 %0.00 %as of Jun 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 11,46312.2M $0.66 %0.00 %as of Jun 30, 2026 ↗
PGIM Jennison Value Fund Prudential Investment Portfolios 7 11,45010M $1.32 %0.00 %as of May 29, 2026 ↗
PACE Large Co Growth Equity Investments PACE SELECT ADVISORS TRUST 11,3859.3M $1.42 %0.00 %as of Jul 31, 2026 ↗
iShares U.S. Large Cap Premium Income Active ETF BlackRock ETF Trust 11,37212.1M $0.97 %0.00 %as of Jun 30, 2026 ↗
Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. 11,36812.1M $1.15 %0.00 %as of Jun 30, 2026 ↗
Nuveen Growth Opportunities ETF NuShares ETF Trust 11,2829.2M $0.38 %0.00 %as of Jul 31, 2026 ↗
Nomura Balanced Fund IVY FUNDS 11,24012M $0.61 %0.00 %as of Jun 30, 2026 ↗
SPIRIT OF AMERICA LARGE CAP VALUE FUND Spirit of America Investment Fund, Inc. 11,19011.9M $5.02 %0.00 %as of Jun 30, 2026 ↗
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF Pacer Funds Trust 11,0719M $0.53 %0.00 %as of Jul 31, 2026 ↗
iShares U.S. Carbon Transition Readiness Aware Active ETF BlackRock ETF Trust 10,9818.9M $0.74 %0.00 %as of Jul 31, 2026 ↗
SIIT LARGE CAP DISCIPLINED EQUITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST 10,9769.6M $0.67 %0.00 %as of May 31, 2026 ↗
Select Utilities Portfolio Fidelity Select Portfolios 10,8009.5M $0.24 %0.00 %as of May 31, 2026 ↗
Invesco Dow Jones Industrial Average Dividend ETF Invesco Exchange-Traded Fund Trust 10,7978.8M $1.81 %0.00 %as of Jul 31, 2026 ↗
Allspring Index Fund ALLSPRING FUNDS TRUST 10,77911.5M $0.75 %0.00 %as of Jun 30, 2026 ↗
GROWTH EQUITY FUND GuideStone Funds 10,72211.4M $0.75 %0.00 %as of Jun 30, 2026 ↗
Shelton Equity Premium Income ETF SCM Trust 10,71511.4M $7.49 %0.00 %as of Jun 30, 2026 ↗
Fidelity Contrafund Fidelity Contrafund 10,70911.4M $0.01 %0.00 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 10,70511.4M $0.62 %0.00 %as of Jun 30, 2026 ↗
Nationwide BNY Mellon Dynamic U.S. Core Fund Nationwide Mutual Funds 10,5918.6M $0.54 %0.00 %as of Jul 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 10,4288.5M $0.39 %0.00 %as of Jul 31, 2026 ↗
Growth Equity Index Fund GuideStone Funds 10,39411.1M $1.40 %0.00 %as of Jun 30, 2026 ↗
PSF PGIM 50/50 Balanced Portfolio Prudential Series Fund 10,34011M $0.38 %0.00 %as of Jun 30, 2026 ↗
Fidelity Dividend ETF for Rising Rates Fidelity Covington Trust 10,2068.3M $1.13 %0.00 %as of Jul 31, 2026 ↗
VANGUARD GLOBAL WELLINGTON FUND VANGUARD WORLD FUND 10,1628.9M $0.28 %0.00 %as of May 31, 2026 ↗
Federated Hermes MDT Large Cap Value Fund Federated Hermes Adviser Series 10,1388.3M $0.29 %0.00 %as of Jul 31, 2026 ↗
PGIM Jennison Diversified Growth Fund Prudential Investment Portfolios 5 10,0058.2M $1.86 %0.00 %as of Jul 31, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 9,7788.6M $0.18 %0.00 %as of May 31, 2026 ↗
EQ/Capital Group Research Portfolio EQ Advisors Trust 9,77210.4M $1.33 %0.00 %as of Jun 30, 2026 ↗
SA Large Cap Growth Index Portfolio SUNAMERICA SERIES TRUST 9,7427.9M $1.07 %0.00 %as of Jul 31, 2026 ↗
Fidelity Momentum Factor ETF Fidelity Covington Trust 9,6267.8M $0.87 %0.00 %as of Jul 31, 2026 ↗
Invesco RAFI Strategic US ETF Invesco Exchange-Traded Self-Indexed Fund Trust 9,5458.4M $0.97 %0.00 %as of May 31, 2026 ↗
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS 9,54210.2M $0.55 %0.00 %as of Jun 30, 2026 ↗
EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust 9,51310.1M $0.53 %0.00 %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