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.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Gotham Enhanced 500 ETF Tidal Trust I | 9,153 | 6.5M $ | 1.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 9,150 | 6.5M $ | 0.44 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BlackRock Global Allocation V.I. Fund BlackRock Variable Series Funds, Inc. | 9,138 | 6.5M $ | 0.17 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 9,138 | 6.5M $ | 0.69 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Schwab Large-Cap Growth Fund SCHWAB CAPITAL TRUST | 9,110 | 8.1M $ | 1.37 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 9,090 | 6.4M $ | 0.58 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 9,075 | 6.7M $ | 0.58 % | 0.00 % | as of Feb 28, 2026 ↗ |
| iShares Morningstar U.S. Equity ETF iShares Trust | 9,055 | 8.1M $ | 0.66 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Dimensional US Large Cap Vector ETF Dimensional ETF Trust | 9,051 | 8.1M $ | 1.66 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 8,934 | 6.3M $ | 0.45 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | 8,868 | 6.3M $ | 0.54 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ALPS | OShares U.S. Quality Dividend ETF ALPS ETF TRUST | 8,866 | 6.6M $ | 0.83 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Invesco RAFI Strategic US ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 8,864 | 6.6M $ | 0.89 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Global Atlantic BlackRock Disciplined Core Portfolio Forethought Variable Insurance Trust | 8,846 | 6.3M $ | 1.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BlackRock Capital Appreciation Portfolio BlackRock Series Fund, Inc. | 8,794 | 6.2M $ | 2.71 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Columbia Focused Value Portfolio SEASONS SERIES TRUST | 8,762 | 6.2M $ | 2.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ETC 6 Meridian Mega Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST | 8,754 | 6.5M $ | 1.40 % | 0.00 % | as of Feb 28, 2026 ↗ |
| BlackRock Large Cap Focus Growth V.I. Fund BlackRock Variable Series Funds, Inc. | 8,677 | 6.1M $ | 2.68 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco V.I. Discovery Large Cap Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 8,663 | 6.1M $ | 1.50 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST | 8,635 | 7.7M $ | 0.16 % | 0.00 % | as of Apr 30, 2026 ↗ |
| iShares U.S. Large Cap Premium Income Active ETF BlackRock ETF Trust | 8,594 | 6.1M $ | 0.72 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JAMES BALANCED: GOLDEN RAINBOW FUND JAMES ADVANTAGE FUNDS | 8,592 | 6.1M $ | 1.50 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust | 8,571 | 6.4M $ | 0.79 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. | 8,526 | 6M $ | 0.67 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Franklin Global Equity Fund Legg Mason Partners Investment Trust | 8,510 | 7.6M $ | 1.28 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Variable Insurance Trust Large Cap Value Fund Goldman Sachs Variable Insurance Trust | 8,469 | 6M $ | 2.35 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST | 8,434 | 6M $ | 0.58 % | 0.00 % | as of Mar 31, 2026 ↗ |
| First Trust Nasdaq BuyWrite Income ETF First Trust Exchange-Traded Fund VI | 8,387 | 5.9M $ | 0.77 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs ActiveBeta World Equity ETF Goldman Sachs ETF Trust | 8,373 | 6.2M $ | 0.39 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares S&P 500 High Income ETF ProShares Trust | 8,323 | 6.2M $ | 0.51 % | 0.00 % | as of Feb 28, 2026 ↗ |
| The Institutional U.S. Equity Portfolio HC Capital Trust | 8,271 | 5.9M $ | 0.20 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust | 8,201 | 5.8M $ | 0.95 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Xtrackers MSCI USA Selection Equity ETF DBX ETF Trust | 8,198 | 6.1M $ | 1.12 % | 0.00 % | as of Feb 27, 2026 ↗ |
| Old Westbury Total Equity Fund Old Westbury Funds Inc | 8,160 | 7.3M $ | 0.62 % | 0.00 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Global Industrials Fund T. ROWE PRICE INTERNATIONAL FUNDS, INC. | 8,089 | 5.7M $ | 3.72 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Skandia Nordamerika Exponering Skandia Fonder AB | 8,080 | 54.5M SEK | 0.59 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco MSCI Global Climate 500 ETF Invesco Exchange-Traded Fund Trust II | 8,060 | 7.2M $ | 0.48 % | 0.00 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 8,027 | 6M $ | 0.28 % | 0.00 % | as of Feb 28, 2026 ↗ |
| WisdomTree U.S. LargeCap Fund WisdomTree Trust | 8,007 | 5.7M $ | 0.42 % | 0.00 % | as of Mar 31, 2026 ↗ |
| The Gabelli Growth Fund Gabelli Growth Fund | 8,000 | 5.7M $ | 0.48 % | 0.00 % | as of Mar 31, 2026 ↗ |
| FlexShares US Quality Large Cap Index Fund FlexShares Trust | 7,980 | 7.1M $ | 0.79 % | 0.00 % | as of Apr 30, 2026 ↗ |
| U.S. Strategic Equity Fund RUSSELL INVESTMENT CO | 7,958 | 7.1M $ | 0.24 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III | 7,926 | 5.9M $ | 0.20 % | 0.00 % | as of Feb 28, 2026 ↗ |
| PGIM Jennison Focused Value Fund Prudential Investment Portfolios, Inc. | 7,925 | 5.6M $ | 1.92 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Global Dow ETF SPDR SERIES TRUST | 7,924 | 5.6M $ | 1.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Calamos Hedged Equity Fund CALAMOS INVESTMENT TRUST/IL | 7,884 | 7M $ | 0.83 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Horizon Defined Risk Fund Horizon Funds | 7,875 | 5.8M $ | 0.59 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Neuberger Core Equity ETF Neuberger Berman ETF Trust | 7,866 | 5.8M $ | 0.66 % | 0.00 % | as of Feb 28, 2026 ↗ |
| John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust | 7,836 | 5.6M $ | 0.55 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 7,808 | 5.5M $ | 0.45 % | 0.00 % | as of Mar 31, 2026 ↗ |
| TCW Transform 500 ETF TCW ETF Trust | 7,738 | 6.9M $ | 0.66 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Strategic Factor Allocation Fund GOLDMAN SACHS TRUST | 7,648 | 5.7M $ | 0.24 % | 0.00 % | as of Feb 28, 2026 ↗ |
| PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. | 7,592 | 5.6M $ | 0.51 % | 0.00 % | as of Feb 27, 2026 ↗ |
| Shelton Equity Premium Income ETF SCM Trust | 7,579 | 5.4M $ | 5.55 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Eventide High Dividend ETF Strategy Shares | 7,575 | 6.7M $ | 3.05 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 7,554 | 6.7M $ | 0.15 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust | 7,521 | 6.7M $ | 0.97 % | 0.00 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Global Growth Stock Fund T. ROWE PRICE INTERNATIONAL FUNDS, INC. | 7,455 | 6.6M $ | 0.65 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Penn Series Index 500 Fund Penn Series Funds Inc | 7,454 | 5.3M $ | 0.60 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 7,372 | 5.2M $ | 0.49 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Parametric Volatility Risk Premium - Defensive Fund Eaton Vance Mutual Funds Trust | 7,313 | 6.5M $ | 0.48 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST | 7,252 | 5.1M $ | 0.77 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Value Equity Index Fund GuideStone Funds | 7,186 | 5.1M $ | 0.96 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Franklin U.S. Large Cap Equity Fund Legg Mason Partners Investment Trust | 6,993 | 5.2M $ | 1.11 % | 0.00 % | as of Feb 27, 2026 ↗ |
| MFS Blended Research Core Equity Fund MFS SERIES TRUST XI | 6,955 | 4.9M $ | 0.31 % | 0.00 % | as of Mar 31, 2026 ↗ |
| First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 6,937 | 6.2M $ | 0.41 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AQR Managed Futures Strategy HV Fund AQR Funds | 6,921 | 4.9M $ | 0.39 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 6,892 | 4.9M $ | 0.70 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Disciplined Value Fund American Century Quantitative Equity Funds, Inc. | 6,856 | 4.9M $ | 0.26 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Franklin Systematic U.S. Large Cap Core Portfolio SUNAMERICA SERIES TRUST | 6,822 | 6.1M $ | 1.82 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 | 6,736 | 4.8M $ | 0.58 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Harbor Human Capital Factor US Large Cap ETF Harbor ETF Trust | 6,734 | 6M $ | 1.28 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AQR Large Cap Momentum Style Fund AQR Funds | 6,582 | 4.7M $ | 0.82 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Victory Pioneer Disciplined Value Fund Victory Portfolios IV | 6,531 | 4.9M $ | 1.14 % | 0.00 % | as of Feb 28, 2026 ↗ |
| BlackRock Multi-Asset Income Portfolio BlackRock Funds II | 6,505 | 5.8M $ | 0.05 % | 0.00 % | as of Apr 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 6,473 | 4.6M $ | 0.52 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 6,470 | 4.6M $ | 0.52 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MML Invesco Discovery Large Cap Fund MML Series Investment Fund II | 6,435 | 4.6M $ | 1.47 % | 0.00 % | as of Mar 31, 2026 ↗ |
| DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 6,427 | 4.6M $ | 0.58 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Stock Selector Large Cap Value Fund Fidelity Devonshire Trust | 6,300 | 5.6M $ | 0.71 % | 0.00 % | as of Apr 30, 2026 ↗ |
| North Country Large Cap Equity Fund North Country Funds | 6,300 | 4.7M $ | 3.86 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Fidelity Advisor Diversified Stock Fund Fidelity Destiny Portfolios | 6,300 | 4.5M $ | 0.12 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dynamic Allocation Fund Meeder Funds | 6,286 | 4.5M $ | 0.89 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 6,247 | 4.4M $ | 0.14 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Invesco Comstock Portfolio EQ Advisors Trust | 6,211 | 4.4M $ | 1.35 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PGIM Balanced Fund Prudential Investment Portfolios, Inc. | 6,200 | 4.4M $ | 0.43 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BlackRock Advantage Large Cap Growth Fund BlackRock Funds | 6,197 | 4.6M $ | 0.28 % | 0.00 % | as of Feb 27, 2026 ↗ |
| Knights of Columbus Large Cap Growth Fund ADVISORS' INNER CIRCLE III | 6,161 | 5.5M $ | 1.66 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Telecom and Utilities Fund Fidelity Select Portfolios | 6,100 | 5.4M $ | 0.36 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust | 6,067 | 4.3M $ | 0.59 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Franklin Templeton SMACS Series E Franklin Strategic Series | 6,000 | 4.5M $ | 0.84 % | 0.00 % | as of Feb 28, 2026 ↗ |
| The Gabelli Equity Income Fund Gabelli Equity Series Funds Inc | 6,000 | 4.3M $ | 0.96 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Myriad Dynamic Asset Allocation ETF Series Portfolios Trust | 5,978 | 4.2M $ | 1.11 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Winslow Large-Cap Growth ESG Fund Nuveen Investment Trust II | 5,950 | 5.3M $ | 0.62 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Victory Capital Growth Fund Victory Portfolios III | 5,941 | 5.3M $ | 0.48 % | 0.00 % | as of Apr 30, 2026 ↗ |
| JNL/BlackRock Global Allocation Fund JNL Series Trust | 5,872 | 4.2M $ | 0.17 % | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price All-Cap Opportunities Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 5,868 | 4.2M $ | 0.83 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Aptus Drawdown Managed Equity ETF ETF Series Solutions | 5,841 | 5.2M $ | 1.96 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Zacks Dividend Fund Zacks Trust | 5,833 | 4.3M $ | 3.17 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST | 5,717 | 4.1M $ | 0.35 % | 0.00 % | as of Mar 31, 2026 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1,094 | +95 | 112,113,359 | +0.9 % |
| 2026Q1 | 999 | +35 | 111,155,310 | +1.5 % |
| 2025Q4 | 964 | +94 | 109,466,816 | +3.3 % |
| 2025Q3 | 870 | -28 | 105,928,631 | -4.4 % |
| 2025Q2 | 898 | +8 | 110,838,911 | -6.8 % |
| 2025Q1 | 890 | -26 | 118,938,660 | -0.0 % |
| 2024Q4 | 916 | -26 | 118,983,088 | -4.0 % |
| 2024Q3 | 942 | +24 | 123,959,959 | -4.9 % |
| 2024Q2 | 918 | +23 | 130,335,555 | +3.6 % |
| 2024Q1 | 895 | -39 | 125,803,823 | -7.2 % |
| 2023Q4 | 934 | 135,507,576 |
Institutional managers
3,701 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 37,169,433 | 26.3B $ | as of Mar 31, 2026 |
| STATE STREET CORP | 34,880,604 | 24.7B $ | as of Mar 31, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 14,564,726 | 10.3B $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 11,127,483 | 7.9B $ | as of Mar 31, 2026 |
| Fisher Asset Management, LLC | 9,775,952 | 6.9B $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 7,499,662 | 5.3B $ | as of Mar 31, 2026 |
| GATES FOUNDATION TRUST | 6,353,614 | 4.5B $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 5,678,795 | 4B $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 5,677,578 | 4B $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 5,582,018 | 4M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 3,849,600 | 2.7B $ | as of Mar 31, 2026 |
| FMR LLC | 3,824,293 | 2.7B $ | as of Mar 31, 2026 |
| Capital World Investors | 3,543,940 | 2.5B $ | as of Mar 31, 2026 |
| Capital International Investors | 3,459,278 | 2.5B $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 3,448,169 | 2.4B $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,354,003 | 2.4B $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 3,267,533 | 2.3B $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 3,210,971 | 2.3B $ | as of Mar 31, 2026 |
| Capital Research Global Investors | 3,200,849 | 2.3B $ | as of Mar 31, 2026 |
| DIAMANT ASSET MANAGEMENT, INC. | 3,140,603 | 3.1M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 2,940,579 | 2B $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 2,772,592 | 2B $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 2,746,073 | 1.9B $ | as of Mar 31, 2026 |
| Nuveen, LLC | 2,310,258 | 1.6B $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 2,249,502 | 1.6B $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Capital Management | 7.47 % | 34,776,099 | as 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.
Cite this page
Titelia. "Fund shareholders of Caterpillar Inc". https://titelia.com/en/stocks/caterpillar-inc-US1491231015