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
Systematic Value Fund VALIC Co I 6,2445.5M $0.84 %0.00 %as of May 31, 2026 ↗
Fidelity Magellan K6 Fund Fidelity Magellan Fund 6,2436.6M $2.00 %0.00 %as of Jun 30, 2026 ↗
Fidelity SAI Sustainable Sector Fund Fidelity Summer Street Trust 6,1955.4M $0.67 %0.00 %as of May 31, 2026 ↗
EQ/Invesco Comstock Portfolio EQ Advisors Trust 6,1896.6M $1.84 %0.00 %as of Jun 30, 2026 ↗
American Century U.S. Quality Growth ETF American Century ETF Trust 6,1105.4M $0.24 %0.00 %as of May 31, 2026 ↗
Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust 6,0676.5M $0.75 %0.00 %as of Jun 30, 2026 ↗
Franklin Templeton SMACS Series E Franklin Strategic Series 6,0005.3M $0.84 %0.00 %as of May 31, 2026 ↗
T. Rowe Price Global Growth Stock Fund T. ROWE PRICE INTERNATIONAL FUNDS, INC. 5,9994.9M $0.56 %0.00 %as of Jul 31, 2026 ↗
Old Westbury Total Equity Fund Old Westbury Funds Inc 5,9854.9M $0.40 %0.00 %as of Jul 31, 2026 ↗
Dimensional US Large Cap Core Equity Market ETF Dimensional ETF Trust 5,9234.8M $0.31 %0.00 %as of Jul 31, 2026 ↗
Parametric Volatility Risk Premium - Defensive Fund Eaton Vance Mutual Funds Trust 5,8894.8M $0.34 %0.00 %as of Jul 31, 2026 ↗
Knights of Columbus Large Cap Growth Fund ADVISORS' INNER CIRCLE III 5,8654.8M $1.48 %0.00 %as of Jul 31, 2026 ↗
PGIM Jennison Focused Value Fund Prudential Investment Portfolios, Inc. 5,8566.2M $1.80 %0.00 %as of Jun 30, 2026 ↗
Zacks Dividend Fund Zacks Trust 5,8335.1M $3.71 %0.00 %as of May 31, 2026 ↗
SIMT Large Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST 5,8226.2M $0.40 %0.00 %as of Jun 30, 2026 ↗
Muirfield Fund Meeder Funds 5,7996.2M $0.48 %0.00 %as of Jun 30, 2026 ↗
VANGUARD GLOBAL MINIMUM VOLATILITY FUND VANGUARD WHITEHALL FUNDS 5,7894.7M $0.23 %0.00 %as of Jul 31, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 5,7724.7M $0.11 %0.00 %as of Jul 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 5,7116.1M $0.19 %0.00 %as of Jun 30, 2026 ↗
Dividend Value Fund VALIC Co I 5,6304.9M $0.54 %0.00 %as of May 31, 2026 ↗
BlackRock Balanced Fund, Inc. BlackRock Balanced Fund, Inc. 5,6044.9M $0.27 %0.00 %as of May 29, 2026 ↗
The Gabelli Equity Income Fund Gabelli Equity Series Funds Inc 5,5005.9M $1.28 %0.00 %as of Jun 30, 2026 ↗
NYLIM WMC Growth Fund NYLIM FUNDS TRUST 5,4714.5M $0.45 %0.00 %as of Jul 31, 2026 ↗
LVIP Avantis Large Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,4425.8M $2.14 %0.00 %as of Jun 30, 2026 ↗
LVIP BlackRock Equity Dividend Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,4155.8M $0.44 %0.00 %as of Jun 30, 2026 ↗
BlackRock Advantage Global Fund, Inc. BlackRock Advantage Global Fund, Inc. 5,3615.7M $0.93 %0.00 %as of Jun 30, 2026 ↗
MFS Blended Research Core Equity Fund MFS SERIES TRUST XI 5,3605.7M $0.40 %0.00 %as of Jun 30, 2026 ↗
Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST 5,3025.6M $0.46 %0.00 %as of Jun 30, 2026 ↗
ALPS Equal Sector Weight ETF ALPS ETF TRUST 5,2704.6M $0.33 %0.00 %as of May 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,1995.5M $0.60 %0.00 %as of Jun 30, 2026 ↗
iShares ESG Select Screened S&P 500 ETF iShares Trust 5,1785.5M $0.86 %0.00 %as of Jun 30, 2026 ↗
NYLIM VP Wellington Growth Portfolio NYLIM VP FUNDS TRUST 5,1535.5M $0.82 %0.00 %as of Jun 30, 2026 ↗
Large Cap Core Fund Northern Funds 5,1245.5M $1.51 %0.00 %as of Jun 30, 2026 ↗
MML VIP BlackRock(R) Equity Index Fund MML SERIES INVESTMENT FUND 5,1195.5M $0.76 %0.00 %as of Jun 30, 2026 ↗
Swedbank Robur Access Edge Global Swedbank Robur Fonder AB 5,11034.5M SEK0.51 %0.00 %as of Mar 31, 2026 ↗
Penn Series Large Growth Stock Fund Penn Series Funds Inc 5,1095.4M $1.50 %0.00 %as of Jun 30, 2026 ↗
Victory Multi-Cap Fund Victory Portfolios 5,1005.4M $0.93 %0.00 %as of Jun 30, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 5,0015.3M $0.62 %0.00 %as of Jun 30, 2026 ↗
NAA LARGE CORE FUND New Age Alpha Funds Trust 4,9765.3M $1.88 %0.00 %as of Jun 30, 2026 ↗
NAA LARGE CORE SERIES New Age Alpha Variable Funds Trust 4,9425.3M $1.87 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 4,9344.3M $1.05 %0.00 %as of May 31, 2026 ↗
Goldman Sachs JUST U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 4,8884.3M $0.76 %0.00 %as of May 31, 2026 ↗
Myriad Dynamic Asset Allocation ETF Series Portfolios Trust 4,8365.1M $1.13 %0.00 %as of Jun 30, 2026 ↗
Invesco S&P 500 Concentrated QVM ETF Invesco Exchange-Traded Fund Trust II 4,8074.2M $3.12 %0.00 %as of May 31, 2026 ↗
JNL/Mellon World Index Fund JNL Series Trust 4,7745.1M $0.55 %0.00 %as of Jun 30, 2026 ↗
Fidelity Magellan ETF Fidelity Covington Trust 4,7383.9M $1.57 %0.00 %as of Jul 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 4,7344.1M $0.63 %0.00 %as of May 31, 2026 ↗
Fidelity Advisor Series Growth Opportunities Fund Fidelity Advisor Series I 4,7004.1M $0.36 %0.00 %as of May 31, 2026 ↗
State Street(R) SPDR(R) MSCI USA Gender Diversity ETF SPDR SERIES TRUST 4,6965M $1.54 %0.00 %as of Jun 30, 2026 ↗
First Trust Active Factor Large Cap ETF First Trust Exchange-Traded Fund VIII 4,6504.1M $0.63 %0.00 %as of May 31, 2026 ↗
U.S. Quality ESG Fund Northern Funds 4,6324.9M $1.34 %0.00 %as of Jun 30, 2026 ↗
MoA Large Cap Growth Index Fund MoA Funds Corp 4,6244.9M $1.42 %0.00 %as of Jun 30, 2026 ↗
NYLIM Winslow Large Cap Growth ETF NYLIM Active ETF Trust 4,6153.8M $1.21 %0.00 %as of Jul 31, 2026 ↗
AVIP BlackRock Advantage Large Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc 4,5954.9M $1.45 %0.00 %as of Jun 30, 2026 ↗
KPA Blandfond Swedbank Robur Fonder AB 4,56730.8M SEK0.19 %0.00 %as of Mar 31, 2026 ↗
LargeCap Growth Account I Principal Variable Contract Funds, Inc 4,5404.8M $0.82 %0.00 %as of Jun 30, 2026 ↗
Dow 2x Strategy Fund Rydex Dynamic Funds 4,4634.8M $8.60 %0.00 %as of Jun 30, 2026 ↗
T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 4,4343.9M $0.19 %0.00 %as of May 31, 2026 ↗
JNL S&P 500 Index Fund JNL Series Trust 4,4314.7M $0.75 %0.00 %as of Jun 30, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 4,4294.7M $0.58 %0.00 %as of Jun 30, 2026 ↗
Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust 4,3923.8M $0.48 %0.00 %as of May 29, 2026 ↗
Invesco Comstock Contrarian Equity ETF Invesco Actively Managed Exchange-Traded Fund Trust 4,3783.6M $2.03 %0.00 %as of Jul 31, 2026 ↗
AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I 4,3674.7M $0.27 %0.00 %as of Jun 30, 2026 ↗
SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST 4,3444.6M $0.55 %0.00 %as of Jun 30, 2026 ↗
MFS Active Value ETF MFS Active Exchange Traded Funds Trust 4,3343.8M $0.80 %0.00 %as of May 31, 2026 ↗
PSF Global Portfolio Prudential Series Fund 4,3144.6M $0.39 %0.00 %as of Jun 30, 2026 ↗
Neuberger Multi-Cap Opportunities Fund NEUBERGER BERMAN EQUITY FUNDS 4,2003.7M $1.46 %0.00 %as of May 31, 2026 ↗
MFS Research Series MFS VARIABLE INSURANCE TRUST 4,1984.5M $1.19 %0.00 %as of Jun 30, 2026 ↗
Horizon Defensive Core Fund Horizon Funds 4,1893.7M $0.69 %0.00 %as of May 31, 2026 ↗
Fidelity Disruptive Automation ETF Fidelity Covington Trust 4,1113.6M $1.70 %0.00 %as of May 31, 2026 ↗
EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust 4,1074.4M $0.24 %0.00 %as of Jun 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 4,0784.3M $0.58 %0.00 %as of Jun 30, 2026 ↗
Victory Diversified Stock Fund Victory Portfolios 4,0674.3M $1.09 %0.00 %as of Jun 30, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 4,0503.3M $0.54 %0.00 %as of Jul 31, 2026 ↗
iShares MSCI USA Equal Weighted ETF iShares, Inc. 4,0233.5M $0.20 %0.00 %as of May 31, 2026 ↗
iShares MSCI Global Quality Factor ETF iShares Trust 4,0233.5M $1.36 %0.00 %as of May 31, 2026 ↗
VY(R) INVESCO COMSTOCK PORTFOLIO Voya Partners Inc 4,0184.3M $1.84 %0.00 %as of Jun 30, 2026 ↗
Horizon Active Risk Assist Fund Horizon Funds 4,0073.5M $0.22 %0.00 %as of May 31, 2026 ↗
Integrity Growth & Income Fund INTEGRITY FUNDS 4,0003.3M $2.16 %0.00 %as of Jul 31, 2026 ↗
1290 VT Socially Responsible Portfolio EQ Advisors Trust 3,9754.2M $1.42 %0.00 %as of Jun 30, 2026 ↗
CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. 3,9514.2M $0.73 %0.00 %as of Jun 30, 2026 ↗
AQR Style Premia Alternative Fund AQR Funds 3,8724.1M $0.16 %0.00 %as of Jun 30, 2026 ↗
ULTRA DOW 30 PROFUND ProFunds 3,8553.1M $6.62 %0.00 %as of Jul 31, 2026 ↗
Länsförsäkringar Sparmål 2035 Länsförsäkringar Fondförvaltning AB 3,84425.9M SEK0.18 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Enhanced U.S. Equity ETF Goldman Sachs ETF Trust 3,8413.4M $0.95 %0.00 %as of May 31, 2026 ↗
Fidelity Hedged Equity ETF Fidelity Greenwood Street Trust 3,8183.1M $0.33 %0.00 %as of Jul 31, 2026 ↗
NVIT Fidelity Institutional AM Worldwide Fund Nationwide Variable Insurance Trust 3,8054.1M $1.30 %0.00 %as of Jun 30, 2026 ↗
NYLIM VP MFS Research Portfolio NYLIM VP FUNDS TRUST 3,7914M $1.19 %0.00 %as of Jun 30, 2026 ↗
Virtus KAR Equity Income Fund Virtus Equity Trust 3,7864M $2.29 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 3,7693.3M $0.19 %0.00 %as of May 31, 2026 ↗
iShares ESG Aware MSCI USA Value ETF iShares Trust 3,7223.3M $0.96 %0.00 %as of May 31, 2026 ↗
Northern Trust US Equity ETF Northern Funds 3,6953.9M $0.45 %0.00 %as of Jun 30, 2026 ↗
EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust 3,6793.9M $0.26 %0.00 %as of Jun 30, 2026 ↗
Aptus Drawdown Managed Equity ETF ETF Series Solutions 3,6092.9M $1.00 %0.00 %as of Jul 31, 2026 ↗
Länsförsäkringar Sparmål 2040 Länsförsäkringar Fondförvaltning AB 3,52823.8M SEK0.20 %0.00 %as of Mar 31, 2026 ↗
WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust 3,5033.1M $0.52 %0.00 %as of May 31, 2026 ↗
EQ/AB Dynamic Growth Portfolio EQ Advisors Trust 3,5003.7M $0.35 %0.00 %as of Jun 30, 2026 ↗
Large Capital Growth Fund VALIC Co I 3,4703M $0.37 %0.00 %as of May 31, 2026 ↗
MFS Active Growth ETF MFS Active Exchange Traded Funds Trust 3,4563M $0.88 %0.00 %as of May 31, 2026 ↗
MML VIP T. Rowe Price Blue Chip Growth Fund MML SERIES INVESTMENT FUND 3,4523.7M $0.81 %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