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 | |
|---|---|---|---|---|---|
| iShares ESG Select Screened S&P 500 ETF iShares Trust | 5,698 | 4M $ | 0.66 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 5,679 | 4M $ | 1.38 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LargeCap Value Fund III Principal Funds, Inc | 5,634 | 5M $ | 0.22 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Large Cap Core Fund Northern Funds | 5,516 | 3.9M $ | 1.21 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Contrafund K6 Fidelity Contrafund | 5,448 | 3.9M $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs JUST U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 5,444 | 4M $ | 0.79 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Fidelity SAI Sustainable Sector Fund Fidelity Summer Street Trust | 5,443 | 4M $ | 0.60 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds | 5,439 | 3.9M $ | 0.48 % | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 5,426 | 4M $ | 0.20 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Fidelity Advisor Series Growth Opportunities Fund Fidelity Advisor Series I | 5,400 | 4M $ | 0.40 % | 0.00 % | as of Feb 28, 2026 ↗ |
| MML Equity Index Fund MML SERIES INVESTMENT FUND | 5,293 | 3.7M $ | 0.58 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AB Select US Long/Short Portfolio AB CAP FUND, INC. | 5,264 | 3.7M $ | 0.26 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust | 5,258 | 3.9M $ | 0.94 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 5,208 | 3.7M $ | 0.59 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Swedbank Robur Access Edge Global Swedbank Robur Fonder AB | 5,110 | 34.5M SEK | 0.51 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MFS Research Series MFS VARIABLE INSURANCE TRUST | 5,102 | 3.6M $ | 1.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Victory Multi-Cap Fund Victory Portfolios | 5,100 | 3.6M $ | 0.71 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Large Cap Growth Index Portfolio EQ Advisors Trust | 5,094 | 3.6M $ | 0.15 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Allspring Disciplined U.S. Core Fund ALLSPRING FUNDS TRUST | 5,086 | 4.5M $ | 0.28 % | 0.00 % | as of Apr 30, 2026 ↗ |
| NAA LARGE CORE SERIES New Age Alpha Variable Funds Trust | 5,050 | 3.6M $ | 1.50 % | 0.00 % | as of Mar 31, 2026 ↗ |
| American Century U.S. Quality Growth ETF American Century ETF Trust | 5,037 | 3.7M $ | 0.17 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Pacer Lunt Large Cap Multi-Factor Alternator ETF Pacer Funds Trust | 5,034 | 4.5M $ | 1.95 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SA T. Rowe Price VCP Balanced Portfolio SUNAMERICA SERIES TRUST | 5,005 | 4.5M $ | 0.32 % | 0.00 % | as of Apr 30, 2026 ↗ |
| NAA LARGE CORE FUND New Age Alpha Funds Trust | 4,976 | 3.5M $ | 1.50 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JNL/Mellon World Index Fund JNL Series Trust | 4,946 | 3.5M $ | 0.42 % | 0.00 % | as of Mar 31, 2026 ↗ |
| NYLIM VP Natural Resources Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 4,944 | 3.5M $ | 0.95 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco S&P 500 Concentrated QVM ETF Invesco Exchange-Traded Fund Trust II | 4,867 | 3.6M $ | 2.82 % | 0.00 % | as of Feb 28, 2026 ↗ |
| iShares MSCI USA Equal Weighted ETF iShares, Inc. | 4,865 | 3.6M $ | 0.23 % | 0.00 % | as of Feb 28, 2026 ↗ |
| LVIP BlackRock Global Allocation Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 4,856 | 3.4M $ | 0.17 % | 0.00 % | as of Mar 31, 2026 ↗ |
| HARTFORD DISCIPLINED EQUITY HLS FUND HARTFORD SERIES FUND INC | 4,783 | 3.4M $ | 0.12 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust | 4,734 | 4.2M $ | 0.16 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 4,734 | 3.5M $ | 0.57 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Diversified Real Asset Fund Principal Funds, Inc | 4,723 | 3.5M $ | 0.13 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Eaton Vance Equity Strategy Fund Eaton Vance Growth Trust | 4,667 | 3.5M $ | 0.60 % | 0.00 % | as of Feb 28, 2026 ↗ |
| AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I | 4,666 | 3.3M $ | 0.20 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Applied Finance Valuation Large Cap ETF ETF Opportunities Trust | 4,661 | 3.3M $ | 0.75 % | 0.00 % | as of Mar 31, 2026 ↗ |
| NYLIM VP MFS Research Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 4,652 | 3.3M $ | 1.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 4,648 | 3.5M $ | 0.21 % | 0.00 % | as of Feb 28, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 4,640 | 3.3M $ | 0.46 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Contrafund Portfolio Variable Insurance Products Fund II | 4,600 | 3.3M $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AVIP BlackRock Advantage Large Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc | 4,595 | 3.3M $ | 1.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| U.S. Quality ESG Fund Northern Funds | 4,581 | 3.2M $ | 1.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| NYLI Winslow Large Cap Growth ETF New York Life Investments Active ETF Trust | 4,569 | 4.1M $ | 1.29 % | 0.00 % | as of Apr 30, 2026 ↗ |
| KPA Blandfond Swedbank Robur Fonder AB | 4,567 | 30.8M SEK | 0.19 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JNL S&P 500 Index Fund JNL Series Trust | 4,515 | 3.2M $ | 0.58 % | 0.00 % | as of Mar 31, 2026 ↗ |
| WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust | 4,484 | 3.3M $ | 0.48 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Quantified Common Ground Fund Advisors Preferred Trust | 4,445 | 3.1M $ | 2.67 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST | 4,444 | 3.1M $ | 0.42 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MP 63 Fund MP63 FUND INC | 4,355 | 3.2M $ | 3.22 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Wilmington Large-Cap Strategy Fund Wilmington Funds | 4,350 | 3.9M $ | 0.63 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST | 4,305 | 3.8M $ | 0.47 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust | 4,251 | 3.2M $ | 0.43 % | 0.00 % | as of Feb 27, 2026 ↗ |
| Fidelity Advisor New Insights Fund Fidelity Contrafund | 4,200 | 3M $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Morningstar U.S. Equity Fund Morningstar Funds Trust | 4,184 | 3.7M $ | 0.20 % | 0.00 % | as of Apr 30, 2026 ↗ |
| CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. | 4,173 | 3M $ | 0.58 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Large Capital Growth Fund VALIC Co I | 4,097 | 3M $ | 0.39 % | 0.00 % | as of Feb 28, 2026 ↗ |
| EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust | 4,089 | 2.9M $ | 0.20 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Horizon Defensive Core Fund Horizon Funds | 4,057 | 3M $ | 0.64 % | 0.00 % | as of Feb 28, 2026 ↗ |
| PSF Global Portfolio Prudential Series Fund | 4,054 | 2.9M $ | 0.28 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) MSCI USA Gender Diversity ETF SPDR SERIES TRUST | 4,045 | 2.9M $ | 1.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VY(R) INVESCO COMSTOCK PORTFOLIO Voya Partners Inc | 4,043 | 2.9M $ | 1.35 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Disruptive Automation ETF Fidelity Covington Trust | 4,034 | 3M $ | 1.55 % | 0.00 % | as of Feb 28, 2026 ↗ |
| 1290 VT Socially Responsible Portfolio EQ Advisors Trust | 4,016 | 2.8M $ | 1.11 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Xtrackers S&P 100 Ex Top 20 ETF DBX ETF Trust | 4,009 | 3M $ | 2.55 % | 0.00 % | as of Feb 27, 2026 ↗ |
| Integrity Growth & Income Fund INTEGRITY FUNDS | 4,000 | 3.6M $ | 2.64 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Enhanced U.S. Equity ETF Goldman Sachs ETF Trust | 3,986 | 3M $ | 0.88 % | 0.00 % | as of Feb 28, 2026 ↗ |
| EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust | 3,977 | 2.8M $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA DOW 30 PROFUND ProFunds | 3,961 | 3.5M $ | 7.72 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ALGER CAPITAL APPRECIATION FUND ALGER FUNDS | 3,917 | 3.5M $ | 0.13 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Dow 2x Strategy Fund Rydex Dynamic Funds | 3,880 | 2.7M $ | 7.68 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Virtus KAR Equity Income Fund Virtus Equity Trust | 3,853 | 2.7M $ | 1.68 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Alger Capital Appreciation Portfolio ALGER PORTFOLIOS | 3,845 | 2.7M $ | 0.41 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Länsförsäkringar Sparmål 2035 Länsförsäkringar Fondförvaltning AB | 3,844 | 25.9M SEK | 0.18 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 3,835 | 2.8M $ | 0.67 % | 0.00 % | as of Feb 28, 2026 ↗ |
| First Trust Active Factor Large Cap ETF First Trust Exchange-Traded Fund VIII | 3,758 | 2.8M $ | 0.57 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Global Atlantic BlackRock Disciplined Value Portfolio Forethought Variable Insurance Trust | 3,753 | 2.7M $ | 1.19 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SFT T. Rowe Price Value Fund Securian Funds Trust | 3,712 | 2.6M $ | 1.30 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares MSCI Global Quality Factor ETF iShares Trust | 3,664 | 2.7M $ | 1.22 % | 0.00 % | as of Feb 28, 2026 ↗ |
| WesMark Balanced Fund WesMark Funds | 3,650 | 2.6M $ | 2.64 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust | 3,609 | 2.6M $ | 0.16 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Hedged Equity ETF Fidelity Greenwood Street Trust | 3,590 | 3.2M $ | 0.39 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Puritan K6 Fund Fidelity Puritan Trust | 3,577 | 2.7M $ | 0.12 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Invesco V.I. Technology Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 3,566 | 2.5M $ | 1.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Global Allocation Fund T. ROWE PRICE GLOBAL ALLOCATION FUND, INC. | 3,561 | 3.2M $ | 0.37 % | 0.00 % | as of Apr 30, 2026 ↗ |
| EQ/AB Dynamic Growth Portfolio EQ Advisors Trust | 3,538 | 2.5M $ | 0.25 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Länsförsäkringar Sparmål 2040 Länsförsäkringar Fondförvaltning AB | 3,528 | 23.8M SEK | 0.20 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AB US Equity ETF AB Active ETFs, Inc. | 3,508 | 2.6M $ | 0.40 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Gateway Equity Call Premium Fund Gateway Trust | 3,508 | 2.5M $ | 0.86 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 3,479 | 2.5M $ | 0.15 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Six Circles Managed Equity Portfolio International Unconstrained Fund SIX CIRCLES TRUST | 3,403 | 2.4M $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares ESG Aware MSCI USA Value ETF iShares Trust | 3,376 | 2.5M $ | 0.90 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Invesco Comstock Contrarian Equity ETF Invesco Actively Managed Exchange-Traded Fund Trust | 3,352 | 3M $ | 2.31 % | 0.00 % | as of Apr 30, 2026 ↗ |
| LSV Disciplined Value ETF ADVISORS' INNER CIRCLE FUND | 3,316 | 3M $ | 0.49 % | 0.00 % | as of Apr 30, 2026 ↗ |
| MFS Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II | 3,284 | 2.3M $ | 0.87 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VOYA RUSSELLTM LARGE CAP GROWTH INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 3,278 | 2.3M $ | 0.17 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Direxion Daily Industrials Bull 3X Shares Direxion Shares ETF Trust | 3,266 | 2.9M $ | 5.36 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares S&P 500 Ex-Technology ETF ProShares Trust | 3,252 | 2.4M $ | 0.87 % | 0.00 % | as of Feb 28, 2026 ↗ |
| PGIM Jennison Diversified Growth Fund Prudential Investment Portfolios 5 | 3,237 | 2.9M $ | 0.66 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Länsförsäkringar Sparmål 2030 Länsförsäkringar Fondförvaltning AB | 3,207 | 21.6M SEK | 0.14 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LVIP ClearBridge Franklin Select Large Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 3,198 | 2.3M $ | 0.57 % | 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