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
JNL/DFA U.S. Core Equity Fund JNL Series Trust 9,46510.1M $0.57 %0.00 %as of Jun 30, 2026 ↗
BNY Mellon Institutional S&P 500 Stock Index Fund BNY Mellon Investment Funds IV, Inc. 9,4517.7M $0.57 %0.00 %as of Jul 31, 2026 ↗
Dividend Growth Portfolio PACIFIC SELECT FUND 9,40010M $1.28 %0.00 %as of Jun 30, 2026 ↗
SIMT Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST 9,38810M $0.65 %0.00 %as of Jun 30, 2026 ↗
Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III 9,3638.2M $0.27 %0.00 %as of May 31, 2026 ↗
Victory Growth & Income Fund Victory Portfolios III 9,2167.5M $0.33 %0.00 %as of Jul 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 9,1779.8M $0.61 %0.00 %as of Jun 30, 2026 ↗
Invesco S&P 500 High Beta ETF Invesco Exchange-Traded Fund Trust II 9,1578M $0.78 %0.00 %as of May 31, 2026 ↗
Dimensional US Large Cap Vector ETF Dimensional ETF Trust 9,1467.5M $1.41 %0.00 %as of Jul 31, 2026 ↗
Schwab Large-Cap Growth Fund SCHWAB CAPITAL TRUST 9,1107.4M $1.24 %0.00 %as of Jul 31, 2026 ↗
First Trust Nasdaq BuyWrite Income ETF First Trust Exchange-Traded Fund VI 9,0639.7M $1.04 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs Variable Insurance Trust Strategic Growth Fund Goldman Sachs Variable Insurance Trust 9,0629.7M $1.92 %0.00 %as of Jun 30, 2026 ↗
LVIP Blended Large Cap Growth Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 9,0209.6M $0.60 %0.00 %as of Jun 30, 2026 ↗
Schwab Dividend Equity Fund SCHWAB CAPITAL TRUST 9,0007.3M $1.11 %0.00 %as of Jul 31, 2026 ↗
iShares Morningstar U.S. Equity ETF iShares Trust 8,9757.3M $0.58 %0.00 %as of Jul 31, 2026 ↗
Fidelity MSCI North American Subset Index ETF Fidelity Covington Trust 8,8977.2M $0.61 %0.00 %as of Jul 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 8,8819.5M $0.36 %0.00 %as of Jun 30, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 8,8719.4M $0.67 %0.00 %as of Jun 30, 2026 ↗
WisdomTree U.S. Efficient Core Fund WisdomTree Trust 8,7549.3M $0.68 %0.00 %as of Jun 30, 2026 ↗
Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust 8,7037.6M $0.86 %0.00 %as of May 31, 2026 ↗
MassMutual Blue Chip Growth Fund MASSMUTUAL SELECT FUNDS 8,6249.2M $0.49 %0.00 %as of Jun 30, 2026 ↗
VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC 8,6149.2M $0.86 %0.00 %as of Jun 30, 2026 ↗
AST Multi-Asset Diversified Portfolio Advanced Series Trust 8,6009.2M $0.18 %0.00 %as of Jun 30, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 8,5887M $0.28 %0.00 %as of Jul 31, 2026 ↗
Goldman Sachs ActiveBeta World Equity ETF Goldman Sachs ETF Trust 8,5257.5M $0.44 %0.00 %as of May 31, 2026 ↗
FlexShares US Quality Large Cap Index Fund FlexShares Trust 8,5126.9M $0.68 %0.00 %as of Jul 31, 2026 ↗
Franklin Global Equity Fund Legg Mason Partners Investment Trust 8,5106.9M $1.06 %0.00 %as of Jul 31, 2026 ↗
BlackRock Capital Appreciation Portfolio BlackRock Series Fund, Inc. 8,5089.1M $3.25 %0.00 %as of Jun 30, 2026 ↗
AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund Inc 8,5089.1M $0.76 %0.00 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 8,4377.4M $0.56 %0.00 %as of May 31, 2026 ↗
ALPS | OShares U.S. Quality Dividend ETF ALPS ETF TRUST 8,4077.4M $0.99 %0.00 %as of May 31, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 8,3888.9M $0.69 %0.00 %as of Jun 30, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 8,2408.8M $0.28 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Global Dow ETF SPDR SERIES TRUST 8,2348.8M $1.42 %0.00 %as of Jun 30, 2026 ↗
AB Select US Long/Short Portfolio AB CAP FUND, INC. 8,1608.7M $0.59 %0.00 %as of Jun 30, 2026 ↗
iShares Morningstar Value ETF iShares Trust 8,1486.6M $0.50 %0.00 %as of Jul 31, 2026 ↗
BlackRock Large Cap Focus Growth V.I. Fund BlackRock Variable Series Funds, Inc. 8,1478.7M $3.17 %0.00 %as of Jun 30, 2026 ↗
Skandia Nordamerika Exponering Skandia Fonder AB 8,08054.5M SEK0.59 %0.00 %as of Mar 31, 2026 ↗
MFS Blended Research Growth Equity Fund MFS SERIES TRUST X 8,0607.1M $1.08 %0.00 %as of May 31, 2026 ↗
Horizon Defined Risk Fund Horizon Funds 8,0587.1M $0.66 %0.00 %as of May 31, 2026 ↗
WisdomTree U.S. LargeCap Fund WisdomTree Trust 8,0278.5M $0.54 %0.00 %as of Jun 30, 2026 ↗
The Gabelli Growth Fund Gabelli Growth Fund 8,0008.5M $0.65 %0.00 %as of Jun 30, 2026 ↗
PGIM Balanced Fund Prudential Investment Portfolios, Inc. 8,0008.5M $0.78 %0.00 %as of Jun 30, 2026 ↗
JPMorgan U.S. Research Enhanced Equity Fund JPMorgan Trust I 7,9948.5M $0.07 %0.00 %as of Jun 30, 2026 ↗
AZL Russell 1000 Growth Index Fund Allianz Variable Insurance Products Trust 7,9908.5M $1.43 %0.00 %as of Jun 30, 2026 ↗
ETC 6 Meridian Hedged Equity-Index Option Strategy ETF EXCHANGE TRADED CONCEPTS TRUST 7,9777M $1.29 %0.00 %as of May 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 7,9716.5M $0.11 %0.00 %as of Jul 31, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT CO 7,9586.5M $0.21 %0.00 %as of Jul 31, 2026 ↗
Eventide High Dividend ETF Strategy Shares 7,9576.5M $2.58 %0.00 %as of Jul 31, 2026 ↗
Disciplined Value Fund American Century Quantitative Equity Funds, Inc. 7,9348.4M $0.41 %0.00 %as of Jun 30, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 7,9188.4M $0.72 %0.00 %as of Jun 30, 2026 ↗
Global Atlantic BlackRock Disciplined Core Portfolio Forethought Variable Insurance Trust 7,9158.4M $1.22 %0.00 %as of Jun 30, 2026 ↗
ProShares S&P 500 High Income ETF ProShares Trust 7,9026.9M $0.53 %0.00 %as of May 31, 2026 ↗
Gotham Enhanced 500 ETF Tidal Trust I 7,8598.4M $1.17 %0.00 %as of Jun 30, 2026 ↗
Invesco MSCI Global Climate 500 ETF Invesco Exchange-Traded Fund Trust II 7,8256.4M $0.41 %0.00 %as of Jul 31, 2026 ↗
Optimum Large Cap Value Fund Optimum Fund Trust 7,8148.3M $0.44 %0.00 %as of Jun 30, 2026 ↗
First Trust Industrials/Producer Durables AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 7,8026.4M $0.86 %0.00 %as of Jul 31, 2026 ↗
Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust 7,8026.4M $0.83 %0.00 %as of Jul 31, 2026 ↗
Fidelity Advisor Diversified Stock Fund Fidelity Destiny Portfolios 7,8008.3M $0.19 %0.00 %as of Jun 30, 2026 ↗
TCW Transform 500 ETF TCW ETF Trust 7,7936.3M $0.58 %0.00 %as of Jul 31, 2026 ↗
Xtrackers MSCI USA Selection Equity ETF DBX ETF Trust 7,7906.8M $1.19 %0.00 %as of May 29, 2026 ↗
Victory Capital Growth Fund Victory Portfolios III 7,7496.3M $0.56 %0.00 %as of Jul 31, 2026 ↗
SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST 7,7018.2M $0.74 %0.00 %as of Jun 30, 2026 ↗
AQR Managed Futures Strategy HV Fund AQR Funds 7,6708.2M $0.50 %0.00 %as of Jun 30, 2026 ↗
Invesco V.I. Discovery Large Cap Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 7,5518M $2.46 %0.00 %as of Jun 30, 2026 ↗
MFS Blended Research Value Equity Fund MFS SERIES TRUST X 7,5126.6M $1.99 %0.00 %as of May 31, 2026 ↗
Calamos Hedged Equity Fund CALAMOS INVESTMENT TRUST/IL 7,5076.1M $0.70 %0.00 %as of Jul 31, 2026 ↗
Destinations Large Cap Equity Fund Brinker Capital Destinations Trust 7,4936.6M $0.18 %0.00 %as of May 31, 2026 ↗
PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. 7,4726.5M $0.56 %0.00 %as of May 29, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 7,4566.1M $0.17 %0.00 %as of Jul 31, 2026 ↗
Xtrackers S&P 100 Ex Top 20 ETF DBX ETF Trust 7,3116.4M $2.78 %0.00 %as of May 29, 2026 ↗
SA Columbia Focused Value Portfolio SEASONS SERIES TRUST 7,2767.7M $2.31 %0.00 %as of Jun 30, 2026 ↗
Penn Series Index 500 Fund Penn Series Funds Inc 7,2547.7M $0.78 %0.00 %as of Jun 30, 2026 ↗
T. Rowe Price Global Industrials Fund T. ROWE PRICE INTERNATIONAL FUNDS, INC. 7,2297.7M $4.13 %0.00 %as of Jun 30, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 7,1987.7M $0.88 %0.00 %as of Jun 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 7,1897.7M $0.63 %0.00 %as of Jun 30, 2026 ↗
ETC 6 Meridian Mega Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST 7,1476.3M $1.29 %0.00 %as of May 31, 2026 ↗
Neuberger Core Equity ETF Neuberger Berman ETF Trust 7,1006.2M $0.70 %0.00 %as of May 31, 2026 ↗
Goldman Sachs Strategic Factor Allocation Fund GOLDMAN SACHS TRUST 7,0496.2M $0.26 %0.00 %as of May 31, 2026 ↗
Franklin U.S. Large Cap Equity Fund Legg Mason Partners Investment Trust 7,0426.2M $1.17 %0.00 %as of May 29, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 6,9477.4M $0.99 %0.00 %as of Jun 30, 2026 ↗
NVIT J.P. Morgan Large Cap Growth Fund Nationwide Variable Insurance Trust 6,8437.3M $1.96 %0.00 %as of Jun 30, 2026 ↗
T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 6,7515.9M $0.28 %0.00 %as of May 31, 2026 ↗
Harbor Human Capital Factor US Large Cap ETF Harbor ETF Trust 6,7475.5M $1.12 %0.00 %as of Jul 31, 2026 ↗
T. Rowe Price All-Cap Opportunities Portfolio T. ROWE PRICE EQUITY SERIES, INC. 6,7427.2M $1.31 %0.00 %as of Jun 30, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 6,7165.9M $0.84 %0.00 %as of May 31, 2026 ↗
BlackRock Advantage Large Cap Growth Fund BlackRock Funds 6,6635.8M $0.30 %0.00 %as of May 29, 2026 ↗
Nomura VIP Core Equity Series Ivy Variable Insurance Portfolios 6,6257.1M $0.99 %0.00 %as of Jun 30, 2026 ↗
First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 6,6165.4M $0.34 %0.00 %as of Jul 31, 2026 ↗
VanEck Real Assets ETF VanEck ETF Trust 6,6027M $0.67 %0.00 %as of Jun 30, 2026 ↗
JAMES BALANCED: GOLDEN RAINBOW FUND JAMES ADVANTAGE FUNDS 6,6007M $1.67 %0.00 %as of Jun 30, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 6,5877M $0.33 %0.00 %as of Jun 30, 2026 ↗
AQR Large Cap Multi-Style Fund AQR Funds 6,5827M $0.37 %0.00 %as of Jun 30, 2026 ↗
BNY Mellon Appreciation Fund, Inc. BNY MELLON APPRECIATION FUND, INC. 6,5006.9M $0.37 %0.00 %as of Jun 30, 2026 ↗
PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 6,4366.9M $0.75 %0.00 %as of Jun 30, 2026 ↗
LVIP BlackRock Dividend Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 6,3746.8M $0.34 %0.00 %as of Jun 30, 2026 ↗
Allspring Disciplined U.S. Core Fund ALLSPRING FUNDS TRUST 6,3495.2M $0.25 %0.00 %as of Jul 31, 2026 ↗
DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 6,3396.8M $0.76 %0.00 %as of Jun 30, 2026 ↗
North Country Large Cap Equity Fund North Country Funds 6,3005.5M $4.42 %0.00 %as of May 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 6,2546.7M $0.66 %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