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
EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust 3,1392.2M $0.21 %0.00 %as of Mar 31, 2026 ↗
NYLIM VP Fidelity Institutional AM Utilities Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 3,1002.2M $0.25 %0.00 %as of Mar 31, 2026 ↗
AB Select US Equity Portfolio AB CAP FUND, INC. 3,0912.2M $0.70 %0.00 %as of Mar 31, 2026 ↗
Invesco Bloomberg Analyst Rating Improvers ETF Invesco Exchange-Traded Fund Trust 3,0372.7M $2.40 %0.00 %as of Apr 30, 2026 ↗
Victory Global Managed Volatility Fund Victory Portfolios III 3,0262.7M $0.72 %0.00 %as of Apr 30, 2026 ↗
MOA BALANCED FUND MoA Funds Corp 3,0072.1M $1.03 %0.00 %as of Mar 31, 2026 ↗
NAA ALLOCATION FUND New Age Alpha Funds Trust 2,9782.1M $1.20 %0.00 %as of Mar 31, 2026 ↗
Wilmington Enhanced Dividend Income Strategy Fund Wilmington Funds 2,9702.6M $2.82 %0.00 %as of Apr 30, 2026 ↗
AVIP BlackRock Advantage Large Cap Value Portfolio AuguStar Variable Insurance Products Fund Inc 2,9282.1M $1.14 %0.00 %as of Mar 31, 2026 ↗
Victory Growth and Tax Strategy Fund Victory Portfolios III 2,9252.2M $0.24 %0.00 %as of Feb 28, 2026 ↗
Transamerica Large Core ESG TRANSAMERICA FUNDS 2,9062.6M $1.50 %0.00 %as of Apr 30, 2026 ↗
IMS Capital Value Fund 360 Funds 2,9002.1M $3.99 %0.00 %as of Mar 31, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 2,8762M $0.28 %0.00 %as of Mar 31, 2026 ↗
MFS Active Value ETF MFS Active Exchange Traded Funds Trust 2,8592.1M $0.75 %0.00 %as of Feb 28, 2026 ↗
iShares U.S. Manufacturing ETF iShares Trust 2,8202M $4.16 %0.00 %as of Mar 31, 2026 ↗
Aggressive Investors 1 Fund Bridgeway Funds, Inc. 2,8002M $0.98 %0.00 %as of Mar 31, 2026 ↗
Alexis Practical Tactical ETF Listed Funds Trust 2,7902.1M $1.31 %0.00 %as of Feb 28, 2026 ↗
AVIP BlackRock Balanced Allocation Portfolio AuguStar Variable Insurance Products Fund Inc 2,7862M $0.59 %0.00 %as of Mar 31, 2026 ↗
BlackRock Capital Appreciation V.I. Fund BlackRock Variable Series Funds, Inc. 2,7521.9M $2.63 %0.00 %as of Mar 31, 2026 ↗
Horizon Managed Risk ETF Horizon Funds 2,7102M $0.58 %0.00 %as of Feb 28, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 2,6972.4M $0.50 %0.00 %as of Apr 30, 2026 ↗
Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust 2,6912M $0.79 %0.00 %as of Feb 28, 2026 ↗
Steward Values Enhanced Large Cap Fund Steward Funds Inc 2,6872.4M $0.76 %0.00 %as of Apr 30, 2026 ↗
BlackRock Advantage Large Cap Core Portfolio BlackRock Series Fund, Inc. 2,6671.9M $0.90 %0.00 %as of Mar 31, 2026 ↗
PGIM Jennison Rising Dividend Fund Prudential Investment Portfolios 5 2,6592.4M $2.93 %0.00 %as of Apr 30, 2026 ↗
Timothy Plan US Large/Mid Cap Core ETF Timothy Plan 2,6331.9M $0.56 %0.00 %as of Mar 31, 2026 ↗
Eventide US Market ETF Strategy Shares 2,6092.3M $1.51 %0.00 %as of Apr 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 2,6061.8M $0.18 %0.00 %as of Mar 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 2,6002.3M $0.67 %0.00 %as of Apr 30, 2026 ↗
Fidelity Stocks for Inflation ETF Fidelity Covington Trust 2,5832.3M $0.85 %0.00 %as of Apr 30, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 2,5771.9M $0.27 %0.00 %as of Feb 28, 2026 ↗
Invesco S&P 500 BuyWrite ETF Invesco Exchange-Traded Fund Trust 2,5752.3M $0.68 %0.00 %as of Apr 30, 2026 ↗
Voya Global Income & Growth Fund Voya Equity Trust 2,5601.9M $0.42 %0.00 %as of Feb 28, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 2,5331.8M $0.31 %0.00 %as of Mar 31, 2026 ↗
Guardian All Cap Core VIP Fund Guardian Variable Products Trust 2,5201.8M $0.87 %0.00 %as of Mar 31, 2026 ↗
BlackRock Advantage Large Cap Core V.I. Fund BlackRock Variable Series Funds, Inc. 2,5121.8M $0.89 %0.00 %as of Mar 31, 2026 ↗
FIS Bright Portfolios Focused Equity ETF FIS Trust 2,5011.9M $1.63 %0.00 %as of Feb 28, 2026 ↗
Steward Covered Call Income Fund Steward Funds Inc 2,5002.2M $1.83 %0.00 %as of Apr 30, 2026 ↗
JPMorgan Diversified Return U.S. Equity ETF J.P. Morgan Exchange-Traded Fund Trust 2,4982.2M $0.50 %0.00 %as of Apr 30, 2026 ↗
SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST 2,4921.8M $0.89 %0.00 %as of Mar 31, 2026 ↗
ONEASCENT LARGE CAP CORE ETF Unified Series Trust 2,4801.8M $0.91 %0.00 %as of Feb 28, 2026 ↗
S&P 500 Index Fund SHELTON FUNDS 2,4791.8M $0.58 %0.00 %as of Feb 28, 2026 ↗
Länsförsäkringar Sparmål 2045 Länsförsäkringar Fondförvaltning AB 2,46616.6M SEK0.20 %0.00 %as of Mar 31, 2026 ↗
JNL/T. Rowe Price Balanced Fund JNL Series Trust 2,4621.7M $0.30 %0.00 %as of Mar 31, 2026 ↗
Capital Group U.S. Equity Fund Capital Group U.S. Equity Fund 2,4402.2M $0.53 %0.00 %as of Apr 30, 2026 ↗
Victory Cornerstone Moderate Fund Victory Portfolios III 2,4281.8M $0.15 %0.00 %as of Feb 28, 2026 ↗
Indecap Guide 1 Indecap Fonder AB 2,41116.3M SEK0.24 %0.00 %as of Mar 31, 2026 ↗
SGI Enhanced Market Leaders ETF RBB Fund, Inc. 2,3701.8M $0.84 %0.00 %as of Feb 28, 2026 ↗
BlackRock Advantage Global Fund, Inc. BlackRock Advantage Global Fund, Inc. 2,3661.7M $0.31 %0.00 %as of Mar 31, 2026 ↗
Harbor PanAgora Dynamic Large Cap Core ETF Harbor ETF Trust 2,3542.1M $0.27 %0.00 %as of Apr 30, 2026 ↗
Sofi Select 500 ETF Tidal Trust I 2,3521.7M $0.30 %0.00 %as of Feb 28, 2026 ↗
Dow Jones Industrial Average Fund Rydex Series Funds 2,3451.7M $8.59 %0.00 %as of Mar 31, 2026 ↗
VictoryShares Dividend Accelerator ETF Victory Portfolios II 2,3121.6M $0.74 %0.00 %as of Mar 31, 2026 ↗
AST Preservation Asset Allocation Portfolio Advanced Series Trust 2,3001.6M $0.06 %0.00 %as of Mar 31, 2026 ↗
1290 VT SmartBeta Equity ESG Portfolio EQ Advisors Trust 2,2621.6M $0.45 %0.00 %as of Mar 31, 2026 ↗
Virtus Terranova U.S. Quality Momentum ETF Virtus ETF Trust II 2,2572M $0.85 %0.00 %as of Apr 30, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 2,2562M $0.50 %0.00 %as of Apr 30, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 2,2471.6M $0.69 %0.00 %as of Mar 31, 2026 ↗
VictoryShares US Value Momentum ETF Victory Portfolios II 2,2461.6M $0.68 %0.00 %as of Mar 31, 2026 ↗
Cromwell Long Short Fund Total Fund Solution 2,2231.6M $1.86 %0.00 %as of Mar 31, 2026 ↗
Fidelity Series Opportunistic Insights Fund Fidelity Contrafund 2,2001.6M $0.01 %0.00 %as of Mar 31, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 2,1851.9M $0.50 %0.00 %as of Apr 30, 2026 ↗
Skandia Balanserad Skandia Fonder AB 2,17414.7M SEK0.07 %0.00 %as of Mar 31, 2026 ↗
Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST 2,1651.5M $0.19 %0.00 %as of Mar 31, 2026 ↗
Victory S&P 500 Index Fund Victory Portfolios 2,1511.5M $0.59 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 2,1421.5M $1.00 %0.00 %as of Mar 31, 2026 ↗
Systematic Core Fund VALIC Co I 2,1311.6M $0.23 %0.00 %as of Feb 28, 2026 ↗
EQ/Goldman Sachs Moderate Growth Allocation Portfolio EQ Advisors Trust 2,1141.5M $0.18 %0.00 %as of Mar 31, 2026 ↗
BlackRock Advantage Large Cap Value V.I. Fund BlackRock Variable Series Funds, Inc. 2,0861.5M $1.39 %0.00 %as of Mar 31, 2026 ↗
Nordic Equities Global Stars Nordic Equities Kapitalförvaltning Aktiebolag 2,07613.9M SEK2.84 %0.00 %as of Mar 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 2,0621.5M $0.53 %0.00 %as of Mar 31, 2026 ↗
PD Large-Cap Growth Index Portfolio PACIFIC SELECT FUND 2,0621.5M $0.14 %0.00 %as of Mar 31, 2026 ↗
Liberty One Spectrum ETF Two Roads Shared Trust 2,0501.8M $3.26 %0.00 %as of Apr 30, 2026 ↗
Eventide Large Cap Focus Fund MUTUAL FUND SERIES TRUST 2,0381.4M $0.85 %0.00 %as of Mar 31, 2026 ↗
EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust 2,0161.4M $0.24 %0.00 %as of Mar 31, 2026 ↗
BRADLEY FOSTER & SARGENT EQUITY FUND Valued Advisers Trust 2,0001.5M $2.35 %0.00 %as of Feb 28, 2026 ↗
AST Multi-Asset Diversified Plus Portfolio Advanced Series Trust 2,0001.4M $0.07 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Large Cap Responsible Equity Fund TIAA-CREF Life Funds 1,9541.4M $1.41 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes Max-Cap Index Fund Federated Hermes Index Trust 1,9511.7M $0.64 %0.00 %as of Apr 30, 2026 ↗
AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust 1,9131.4M $0.41 %0.00 %as of Mar 31, 2026 ↗
Al Frank Fund NORTHERN LIGHTS FUND TRUST II 1,9001.3M $1.75 %0.00 %as of Mar 31, 2026 ↗
Disciplined Value Series Manning & Napier Fund, Inc. 1,8991.7M $1.16 %0.00 %as of Apr 30, 2026 ↗
Hedgeye Quality Growth ETF ETF Opportunities Trust 1,8841.7M $1.72 %0.00 %as of Apr 30, 2026 ↗
MFS Active Growth ETF MFS Active Exchange Traded Funds Trust 1,8831.4M $0.73 %0.00 %as of Feb 28, 2026 ↗
THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 1,8791.3M $0.15 %0.00 %as of Mar 31, 2026 ↗
ProShares Ultra Industrials ProShares Trust 1,8551.4M $4.05 %0.00 %as of Feb 28, 2026 ↗
Horizon Active Risk Assist Fund Horizon Funds 1,8161.3M $0.09 %0.00 %as of Feb 28, 2026 ↗
FIS Christian Stock Fund FIS Trust 1,8101.3M $1.65 %0.00 %as of Feb 28, 2026 ↗
Virtus KAR Equity Income Series Virtus Variable Insurance Trust 1,7851.3M $1.69 %0.00 %as of Mar 31, 2026 ↗
Gotham Index Plus Fund FundVantage Trust 1,7821.3M $0.12 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Asset Allocation Fund BNY MELLON FUNDS TRUST 1,7781.3M $0.29 %0.00 %as of Feb 28, 2026 ↗
FlexShares STOXX US ESG Select Index Fund FlexShares Trust 1,7671.6M $1.23 %0.00 %as of Apr 30, 2026 ↗
BNY Mellon Enhanced Dividend and Income ETF BNY Mellon ETF Trust II 1,7581.3M $1.00 %0.00 %as of Feb 27, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS 1,7501.2M $0.21 %0.00 %as of Mar 31, 2026 ↗
HCM Defender 500 Index ETF NORTHERN LIGHTS FUND TRUST III 1,7381.2M $0.24 %0.00 %as of Mar 31, 2026 ↗
GuideMark Large Cap Core Fund GPS Funds I 1,7281.2M $0.17 %0.00 %as of Mar 31, 2026 ↗
American Conservative Values ETF ETF Opportunities Trust 1,7181.5M $1.05 %0.00 %as of Apr 30, 2026 ↗
Länsförsäkringar Sparmål 2065 Länsförsäkringar Fondförvaltning AB 1,71711.6M SEK0.20 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP INDUSTRIALS ProFunds 1,7141.2M $6.47 %0.00 %as of Mar 31, 2026 ↗
FlexShares Quality Dividend Index Fund FlexShares Trust 1,7061.5M $0.07 %0.00 %as of Apr 30, 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