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
iShares ESG MSCI USA Leaders ETF iShares Trust 15,59211.6M $1.12 %0.00 %as of Feb 28, 2026 ↗
CIBC ATLAS DISCIPLINED EQUITY FUND ADVISORS' INNER CIRCLE FUND 15,34213.7M $0.92 %0.00 %as of Apr 30, 2026 ↗
LVIP Nomura Social Awareness Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 15,32710.9M $1.43 %0.00 %as of Mar 31, 2026 ↗
SIMT Large Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST 15,20310.8M $0.77 %0.00 %as of Mar 31, 2026 ↗
NYLI S&P 500 Index Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 15,14613.5M $0.66 %0.00 %as of Apr 30, 2026 ↗
Invesco Dorsey Wright Industrials Momentum ETF Invesco Exchange-Traded Fund Trust 15,10213.4M $3.33 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs Equity Income Fund Goldman Sachs Trust 15,07111.2M $2.56 %0.00 %as of Feb 28, 2026 ↗
AQR Managed Futures Strategy Fund AQR Funds 15,01410.6M $0.36 %0.00 %as of Mar 31, 2026 ↗
Deutsche DWS Equity 500 Index Portfolio DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO 14,98910.6M $0.59 %0.00 %as of Mar 31, 2026 ↗
Invesco MSCI North America Climate ETF Invesco Exchange-Traded Fund Trust II 14,97411.1M $0.90 %0.00 %as of Feb 28, 2026 ↗
Fidelity Value Factor ETF Fidelity Covington Trust 14,95713.3M $1.10 %0.00 %as of Apr 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 14,87213.2M $0.64 %0.00 %as of Apr 30, 2026 ↗
Victory Growth & Income Fund Victory Portfolios III 14,86213.2M $0.60 %0.00 %as of Apr 30, 2026 ↗
LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 14,80310.5M $0.59 %0.00 %as of Mar 31, 2026 ↗
VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND 14,74811M $0.79 %0.00 %as of Feb 28, 2026 ↗
VIP Industrials Portfolio Variable Insurance Products Fund IV 14,70010.4M $2.68 %0.00 %as of Mar 31, 2026 ↗
SA Franklin Systematic U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST 14,41012.8M $2.20 %0.00 %as of Apr 30, 2026 ↗
First Trust Large Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 14,24712.7M $1.00 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs Large Cap Value Fund Goldman Sachs Trust 13,98410.4M $2.32 %0.00 %as of Feb 28, 2026 ↗
Nationwide S&P 500 Index Fund Nationwide Mutual Funds 13,95712.4M $0.67 %0.00 %as of Apr 30, 2026 ↗
First Trust Dow 30 Equal Weight ETF First Trust Exchange-Traded Fund 13,9189.9M $3.42 %0.00 %as of Mar 31, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 13,90710.3M $0.53 %0.00 %as of Feb 28, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 13,8479.8M $0.41 %0.00 %as of Mar 31, 2026 ↗
Timothy Plan Large/Mid Cap Growth Fund TIMOTHY PLAN 13,8309.8M $3.69 %0.00 %as of Mar 31, 2026 ↗
NVIT BNY Mellon Dynamic U.S. Equity Income Fund Nationwide Variable Insurance Trust 13,6789.7M $0.92 %0.00 %as of Mar 31, 2026 ↗
PGIM Quant Solutions Large-Cap Core Fund Prudential Investment Portfolios 9 13,50012M $1.19 %0.00 %as of Apr 30, 2026 ↗
Calamos Growth Fund CALAMOS INVESTMENT TRUST/IL 13,30011.8M $0.69 %0.00 %as of Apr 30, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 13,22511.8M $1.10 %0.00 %as of Apr 30, 2026 ↗
iShares ESG Optimized MSCI USA ETF iShares Trust 13,17611.7M $0.31 %0.00 %as of Apr 30, 2026 ↗
Lysa Global Equity Broad Lysa Fonder AB 13,02587.9M SEK0.42 %0.00 %as of Mar 31, 2026 ↗
Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 12,97811.6M $1.51 %0.00 %as of Apr 30, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 12,9599.2M $0.94 %0.00 %as of Mar 31, 2026 ↗
Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust 12,9369.2M $0.60 %0.00 %as of Mar 31, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 12,82511.4M $0.73 %0.00 %as of Apr 30, 2026 ↗
State Street S&P 500 Index Fund SSGA FUNDS 12,8079.5M $0.59 %0.00 %as of Feb 28, 2026 ↗
SFT Index 500 Fund Securian Funds Trust 12,6238.9M $0.58 %0.00 %as of Mar 31, 2026 ↗
First Trust BuyWrite Income ETF First Trust Exchange-Traded Fund VI 12,5758.9M $0.44 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 12,4919.3M $0.90 %0.00 %as of Feb 28, 2026 ↗
Clearwater Core Equity Fund Clearwater Investment Trust 12,3608.8M $0.63 %0.00 %as of Mar 31, 2026 ↗
Tema Electrification ETF Tema ETF Trust 12,1499M $2.04 %0.00 %as of Feb 28, 2026 ↗
EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust 12,1208.6M $0.61 %0.00 %as of Mar 31, 2026 ↗
MFS Equity Income Fund MFS SERIES TRUST VII 11,97110.7M $1.35 %0.00 %as of Apr 30, 2026 ↗
Fidelity Balanced K6 Fund Fidelity Puritan Trust 11,9278.9M $0.39 %0.00 %as of Feb 28, 2026 ↗
Invesco S&P 500 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 11,9228.9M $0.59 %0.00 %as of Feb 28, 2026 ↗
Handelsbanken Global Momentum Handelsbanken Fonder AB 11,92080.4M SEK2.48 %0.00 %as of Mar 31, 2026 ↗
ActivePassive U.S. Equity ETF Trust for Professional Managers 11,8848.8M $0.39 %0.00 %as of Feb 28, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 11,8728.4M $0.93 %0.00 %as of Mar 31, 2026 ↗
Bridge Builder Large Cap Growth Fund Bridge Builder Trust 11,8728.4M $0.03 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 11,7968.4M $0.15 %0.00 %as of Mar 31, 2026 ↗
SIIT DYNAMIC ASSET ALLOCATION FUND SEI INSTITUTIONAL INVESTMENTS TRUST 11,7428.7M $0.45 %0.00 %as of Feb 28, 2026 ↗
Global X S&P 500 Catholic Values ETF GLOBAL X FUNDS 11,66310.4M $0.86 %0.00 %as of Apr 30, 2026 ↗
PGIM Jennison Value Fund Prudential Investment Portfolios 7 11,6518.7M $1.20 %0.00 %as of Feb 27, 2026 ↗
Growth Portfolio PACIFIC SELECT FUND 11,6168.2M $0.59 %0.00 %as of Mar 31, 2026 ↗
PAYSON TOTAL RETURN FUND FORUM FUNDS 11,5908.2M $2.89 %0.00 %as of Mar 31, 2026 ↗
BlackRock Advantage Large Cap Value Fund BlackRock Large Cap Series Funds, Inc. 11,5148.6M $1.13 %0.00 %as of Feb 27, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 11,4708.1M $0.52 %0.00 %as of Mar 31, 2026 ↗
Transamerica S&P 500 Index VP TRANSAMERICA SERIES TRUST 11,4038.1M $0.59 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 11,3718.4M $0.91 %0.00 %as of Feb 28, 2026 ↗
Fidelity Blue Chip Growth ETF Fidelity Covington Trust 11,30910.1M $0.16 %0.00 %as of Apr 30, 2026 ↗
iShares Dynamic Equity Active ETF BlackRock ETF Trust 11,28610M $0.37 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P 500(R) ESG ETF SPDR SERIES TRUST 11,2127.9M $0.87 %0.00 %as of Mar 31, 2026 ↗
SPIRIT OF AMERICA LARGE CAP VALUE FUND Spirit of America Investment Fund, Inc. 11,1907.9M $3.82 %0.00 %as of Mar 31, 2026 ↗
Nationwide BNY Mellon Dynamic U.S. Core Fund Nationwide Mutual Funds 11,1329.9M $0.62 %0.00 %as of Apr 30, 2026 ↗
Allspring Index Fund ALLSPRING FUNDS TRUST 11,1177.9M $0.58 %0.00 %as of Mar 31, 2026 ↗
PSF PGIM 50/50 Balanced Portfolio Prudential Series Fund 11,0607.8M $0.29 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes MDT Large Cap Value Fund Federated Hermes Adviser Series 10,7679.6M $0.41 %0.00 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 10,7057.6M $0.46 %0.00 %as of Mar 31, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 10,6527.5M $0.25 %0.00 %as of Mar 31, 2026 ↗
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF Pacer Funds Trust 10,6009.4M $0.60 %0.00 %as of Apr 30, 2026 ↗
First Trust Industrials/Producer Durables AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 10,5349.4M $1.34 %0.00 %as of Apr 30, 2026 ↗
SIIT LARGE CAP DISCIPLINED EQUITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST 10,5177.8M $0.56 %0.00 %as of Feb 28, 2026 ↗
SA Large Cap Growth Index Portfolio SUNAMERICA SERIES TRUST 10,5159.4M $1.24 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 10,4249.3M $0.16 %0.00 %as of Apr 30, 2026 ↗
American Beacon Large Cap Value Fund AMERICAN BEACON FUNDS 10,4159.3M $0.31 %0.00 %as of Apr 30, 2026 ↗
ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND ALGER INSTITUTIONAL FUNDS 10,3409.2M $0.28 %0.00 %as of Apr 30, 2026 ↗
BNY Mellon Institutional S&P 500 Stock Index Fund BNY Mellon Investment Funds IV, Inc. 10,2059.1M $0.66 %0.00 %as of Apr 30, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 10,1659M $0.37 %0.00 %as of Apr 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 10,1649M $0.44 %0.00 %as of Apr 30, 2026 ↗
ETC 6 Meridian Hedged Equity-Index Option Strategy ETF EXCHANGE TRADED CONCEPTS TRUST 10,1547.5M $1.36 %0.00 %as of Feb 28, 2026 ↗
EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust 10,1427.2M $0.40 %0.00 %as of Mar 31, 2026 ↗
Fidelity Dividend ETF for Rising Rates Fidelity Covington Trust 10,0979M $1.31 %0.00 %as of Apr 30, 2026 ↗
Schwab Dividend Equity Fund SCHWAB CAPITAL TRUST 10,0008.9M $1.41 %0.00 %as of Apr 30, 2026 ↗
Nationwide BNY Mellon Dynamic U.S. Equity Income Fund Nationwide Mutual Funds 9,9678.9M $1.09 %0.00 %as of Apr 30, 2026 ↗
Victory Value Fund Victory Portfolios III 9,8338.8M $0.61 %0.00 %as of Apr 30, 2026 ↗
iShares U.S. Carbon Transition Readiness Aware Active ETF BlackRock ETF Trust 9,8178.7M $0.61 %0.00 %as of Apr 30, 2026 ↗
EQ/Capital Group Research Portfolio EQ Advisors Trust 9,7726.9M $1.04 %0.00 %as of Mar 31, 2026 ↗
VANGUARD GLOBAL MINIMUM VOLATILITY FUND VANGUARD WHITEHALL FUNDS 9,7388.7M $0.43 %0.00 %as of Apr 30, 2026 ↗
SIMT Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST 9,6106.8M $0.48 %0.00 %as of Mar 31, 2026 ↗
Fidelity Momentum Factor ETF Fidelity Covington Trust 9,5758.5M $1.01 %0.00 %as of Apr 30, 2026 ↗
Muirfield Fund Meeder Funds 9,5746.8M $0.61 %0.00 %as of Mar 31, 2026 ↗
Invesco Dow Jones Industrial Average Dividend ETF Invesco Exchange-Traded Fund Trust 9,5688.5M $1.87 %0.00 %as of Apr 30, 2026 ↗
Brookstone Growth Stock ETF Northern Lights Fund Trust IV 9,4827M $5.61 %0.00 %as of Feb 28, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 9,4496.7M $0.52 %0.00 %as of Mar 31, 2026 ↗
Dividend Growth Portfolio PACIFIC SELECT FUND 9,4006.7M $0.92 %0.00 %as of Mar 31, 2026 ↗
MFS Blended Research Value Equity Fund MFS SERIES TRUST X 9,3867M $2.14 %0.00 %as of Feb 28, 2026 ↗
JPMorgan U.S. Large Cap Core Plus Fund JPMorgan Trust I 9,3426.6M $0.20 %0.00 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 9,3218.3M $0.24 %0.00 %as of Apr 30, 2026 ↗
Optimum Large Cap Value Fund Optimum Fund Trust 9,3146.6M $0.38 %0.00 %as of Mar 31, 2026 ↗
AST Multi-Asset Diversified Portfolio Advanced Series Trust 9,3006.6M $0.13 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. Efficient Core Fund WisdomTree Trust 9,1646.5M $0.54 %0.00 %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