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
HCM Defender 500 Index ETF NORTHERN LIGHTS FUND TRUST III 3,4033.6M $0.62 %0.00 %as of Jun 30, 2026 ↗
Direxion Daily Industrials Bull 3X Shares Direxion Shares ETF Trust 3,4032.8M $4.91 %0.00 %as of Jul 31, 2026 ↗
LSV Disciplined Value ETF ADVISORS' INNER CIRCLE FUND 3,3172.7M $0.42 %0.00 %as of Jul 31, 2026 ↗
Eaton Vance Equity Strategy Fund Eaton Vance Growth Trust 3,3122.9M $0.50 %0.00 %as of May 31, 2026 ↗
AB Select US Equity Portfolio AB CAP FUND, INC. 3,2823.5M $1.03 %0.00 %as of Jun 30, 2026 ↗
Victory Growth and Tax Strategy Fund Victory Portfolios III 3,2272.8M $0.30 %0.00 %as of May 31, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 3,2172.8M $0.36 %0.00 %as of May 31, 2026 ↗
MP 63 Fund MP63 FUND INC 3,2092.8M $2.81 %0.00 %as of May 31, 2026 ↗
Länsförsäkringar Sparmål 2030 Länsförsäkringar Fondförvaltning AB 3,20721.6M SEK0.14 %0.00 %as of Mar 31, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 3,2043.4M $0.09 %0.00 %as of Jun 30, 2026 ↗
Direxion HCM Tactical Enhanced US ETF Direxion Shares ETF Trust 3,2022.6M $0.46 %0.00 %as of Jul 31, 2026 ↗
Fidelity Puritan K6 Fund Fidelity Puritan Trust 3,1552.8M $0.12 %0.00 %as of May 31, 2026 ↗
Applied Finance Valuation Large Cap ETF ETF Opportunities Trust 3,1453.3M $0.61 %0.00 %as of Jun 30, 2026 ↗
Gateway Equity Call Premium Fund Gateway Trust 3,1323.3M $1.00 %0.00 %as of Jun 30, 2026 ↗
ProShares S&P 500 Ex-Technology ETF ProShares Trust 3,1142.7M $1.02 %0.00 %as of May 31, 2026 ↗
EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust 3,1063.3M $0.29 %0.00 %as of Jun 30, 2026 ↗
Horizon Digital Frontier ETF Horizon Funds 3,0962.7M $2.39 %0.00 %as of May 31, 2026 ↗
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 3,0302.5M $0.31 %0.00 %as of Jul 31, 2026 ↗
Victory Global Managed Volatility Fund Victory Portfolios III 3,0262.5M $0.66 %0.00 %as of Jul 31, 2026 ↗
Victory Cornerstone Moderate Fund Victory Portfolios III 2,9722.6M $0.21 %0.00 %as of May 31, 2026 ↗
Wilmington Enhanced Dividend Income Strategy Fund Wilmington Funds 2,9432.4M $2.48 %0.00 %as of Jul 31, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 2,9303.1M $1.00 %0.00 %as of Jun 30, 2026 ↗
BlackRock Advantage Large Cap Core Portfolio BlackRock Series Fund, Inc. 2,9203.1M $1.32 %0.00 %as of Jun 30, 2026 ↗
SA Multi-Managed Large Cap Growth Portfolio SEASONS SERIES TRUST 2,9073.1M $1.19 %0.00 %as of Jun 30, 2026 ↗
VIP Contrafund Portfolio Variable Insurance Products Fund II 2,9003.1M $0.01 %0.00 %as of Jun 30, 2026 ↗
IMS Capital Value Fund 360 Funds 2,9003.1M $4.97 %0.00 %as of Jun 30, 2026 ↗
BlackRock Multi-Asset Income Portfolio BlackRock Funds II 2,8832.3M $0.02 %0.00 %as of Jul 31, 2026 ↗
NAA ALLOCATION FUND New Age Alpha Funds Trust 2,8663.1M $1.50 %0.00 %as of Jun 30, 2026 ↗
BlackRock Advantage Large Cap Core V.I. Fund BlackRock Variable Series Funds, Inc. 2,8653.1M $1.34 %0.00 %as of Jun 30, 2026 ↗
SA T. Rowe Price VCP Balanced Portfolio SUNAMERICA SERIES TRUST 2,8322.3M $0.17 %0.00 %as of Jul 31, 2026 ↗
Aggressive Investors 1 Fund Bridgeway Funds, Inc. 2,8003M $1.29 %0.00 %as of Jun 30, 2026 ↗
AVIP BlackRock Balanced Allocation Portfolio AuguStar Variable Insurance Products Fund Inc 2,7863M $0.83 %0.00 %as of Jun 30, 2026 ↗
SA Franklin Systematic U.S. Large Cap Core Portfolio SUNAMERICA SERIES TRUST 2,7782.3M $0.65 %0.00 %as of Jul 31, 2026 ↗
MOA BALANCED FUND MoA Funds Corp 2,7672.9M $1.33 %0.00 %as of Jun 30, 2026 ↗
FIS Bright Portfolios Focused Equity ETF FIS Trust 2,7672.9M $1.91 %0.00 %as of Jun 30, 2026 ↗
NVIT BlackRock Equity Dividend Fund Nationwide Variable Insurance Trust 2,7612.9M $0.46 %0.00 %as of Jun 30, 2026 ↗
LVIP ClearBridge Franklin Select Large Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,7592.9M $0.71 %0.00 %as of Jun 30, 2026 ↗
BlackRock Capital Appreciation V.I. Fund BlackRock Variable Series Funds, Inc. 2,7512.9M $3.28 %0.00 %as of Jun 30, 2026 ↗
Brookstone Growth Stock ETF Northern Lights Fund Trust IV 2,7372.4M $1.72 %0.00 %as of May 31, 2026 ↗
Horizon Active Asset Allocation Fund Horizon Funds 2,7222.4M $0.30 %0.00 %as of May 31, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 2,6962.9M $0.99 %0.00 %as of Jun 30, 2026 ↗
iShares U.S. Manufacturing ETF iShares Trust 2,6662.8M $4.53 %0.00 %as of Jun 30, 2026 ↗
PGIM Jennison Rising Dividend Fund Prudential Investment Portfolios 5 2,6592.2M $2.62 %0.00 %as of Jul 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 2,6492.2M $0.59 %0.00 %as of Jul 31, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 2,6242.1M $0.37 %0.00 %as of Jul 31, 2026 ↗
ONEASCENT LARGE CAP CORE ETF Unified Series Trust 2,6232.3M $0.95 %0.00 %as of May 31, 2026 ↗
Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust 2,6142.3M $0.82 %0.00 %as of May 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 2,6062.8M $0.26 %0.00 %as of Jun 30, 2026 ↗
Fidelity Advisor New Insights Fund Fidelity Contrafund 2,6002.8M $0.01 %0.00 %as of Jun 30, 2026 ↗
MFS Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II 2,5962.8M $0.94 %0.00 %as of Jun 30, 2026 ↗
Sofi Select 500 ETF Tidal Trust I 2,5952.3M $0.34 %0.00 %as of May 31, 2026 ↗
Invesco S&P 500 BuyWrite ETF Invesco Exchange-Traded Fund Trust 2,5942.1M $0.59 %0.00 %as of Jul 31, 2026 ↗
Inspire Fidelis Multi Factor ETF Northern Lights Fund Trust IV 2,5872.3M $1.12 %0.00 %as of May 31, 2026 ↗
iShares Flexible Equity Active ETF BlackRock ETF Trust 2,5742.1M $0.13 %0.00 %as of Jul 31, 2026 ↗
Alger Capital Appreciation Portfolio ALGER PORTFOLIOS 2,5442.7M $0.33 %0.00 %as of Jun 30, 2026 ↗
Six Circles Managed Equity Portfolio International Unconstrained Fund SIX CIRCLES TRUST 2,5312.7M $0.02 %0.00 %as of Jun 30, 2026 ↗
Fidelity Stocks for Inflation ETF Fidelity Covington Trust 2,4852M $0.75 %0.00 %as of Jul 31, 2026 ↗
S&P 500 Index Fund SHELTON FUNDS 2,4792.2M $0.63 %0.00 %as of May 31, 2026 ↗
Länsförsäkringar Sparmål 2045 Länsförsäkringar Fondförvaltning AB 2,46616.6M SEK0.20 %0.00 %as of Mar 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 2,4552.6M $0.42 %0.00 %as of Jun 30, 2026 ↗
GMO U.S. Equity Fund GMO TRUST 2,4512.1M $0.98 %0.00 %as of May 31, 2026 ↗
Capital Group U.S. Equity Fund Capital Group U.S. Equity Fund 2,4402M $0.47 %0.00 %as of Jul 31, 2026 ↗
Nestyield Total Return Guard ETF Tidal Trust III 2,4212.1M $3.77 %0.00 %as of May 31, 2026 ↗
Indecap Guide 1 Indecap Fonder AB 2,41116.3M SEK0.24 %0.00 %as of Mar 31, 2026 ↗
Liberty One Spectrum ETF Two Roads Shared Trust 2,4102M $2.92 %0.00 %as of Jul 31, 2026 ↗
WesMark Balanced Fund WesMark Funds 2,4002.6M $2.49 %0.00 %as of Jun 30, 2026 ↗
Harbor PanAgora Dynamic Large Cap Core ETF Harbor ETF Trust 2,3942M $0.23 %0.00 %as of Jul 31, 2026 ↗
Dynamic Allocation Fund Meeder Funds 2,3932.5M $0.43 %0.00 %as of Jun 30, 2026 ↗
SGI Enhanced Market Leaders ETF RBB Fund, Inc. 2,3912.1M $0.84 %0.00 %as of May 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 2,3881.9M $0.35 %0.00 %as of Jul 31, 2026 ↗
Alexis Practical Tactical ETF Listed Funds Trust 2,3862.1M $1.17 %0.00 %as of May 31, 2026 ↗
AST Preservation Asset Allocation Portfolio Advanced Series Trust 2,3002.4M $0.08 %0.00 %as of Jun 30, 2026 ↗
NYLIM VP Fidelity Institutional AM Utilities Portfolio NYLIM VP FUNDS TRUST 2,3002.4M $0.29 %0.00 %as of Jun 30, 2026 ↗
GuideMark Large Cap Core Fund GPS Funds I 2,2932.4M $0.30 %0.00 %as of Jun 30, 2026 ↗
Steward Values Enhanced Large Cap Fund Steward Funds Inc 2,2861.9M $0.57 %0.00 %as of Jul 31, 2026 ↗
SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST 2,2802.4M $1.14 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST 2,2792.4M $0.16 %0.00 %as of Jun 30, 2026 ↗
Dow Jones Industrial Average Fund Rydex Series Funds 2,2632.4M $10.88 %0.00 %as of Jun 30, 2026 ↗
Fidelity Contrafund K6 Fidelity Contrafund 2,2622.4M $0.01 %0.00 %as of Jun 30, 2026 ↗
First American Multi-Manager Domestic Equity Fund PFM Multi-Manager Series Trust 2,2602.4M $0.20 %0.00 %as of Jun 30, 2026 ↗
Systematic Core Fund VALIC Co I 2,2231.9M $0.29 %0.00 %as of May 31, 2026 ↗
WisdomTree U.S. Multifactor Fund WisdomTree Trust 2,2112.4M $0.76 %0.00 %as of Jun 30, 2026 ↗
Horizon Managed Risk ETF Horizon Funds 2,1961.9M $0.48 %0.00 %as of May 31, 2026 ↗
EQ/Goldman Sachs Growth Allocation Portfolio EQ Advisors Trust 2,1782.3M $0.26 %0.00 %as of Jun 30, 2026 ↗
Skandia Balanserad Skandia Fonder AB 2,17414.7M SEK0.07 %0.00 %as of Mar 31, 2026 ↗
THRIVENT ALL CAP PORTFOLIO Thrivent Series Fund, Inc. 2,1202.3M $0.99 %0.00 %as of Jun 30, 2026 ↗
Victory S&P 500 Index Fund Victory Portfolios 2,0992.2M $0.75 %0.00 %as of Jun 30, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 2,0811.7M $0.43 %0.00 %as of Jul 31, 2026 ↗
Nordic Equities Global Stars Nordic Equities Kapitalförvaltning Aktiebolag 2,07613.9M SEK2.84 %0.00 %as of Mar 31, 2026 ↗
ALPS Dynamic U.S. Dividend Advantage ETF ALPS ETF TRUST 2,0621.8M $2.06 %0.00 %as of May 31, 2026 ↗
S&P 500 Pure Growth Fund Rydex Series Funds 2,0562.2M $1.38 %0.00 %as of Jun 30, 2026 ↗
Tortoise AI Infrastructure ETF Tortoise Capital Series Trust 2,0481.8M $0.83 %0.00 %as of May 31, 2026 ↗
Eventide US Market ETF Strategy Shares 2,0411.7M $0.91 %0.00 %as of Jul 31, 2026 ↗
Eventide Large Cap Focus Fund MUTUAL FUND SERIES TRUST 2,0382.2M $1.06 %0.00 %as of Jun 30, 2026 ↗
iShares Low Carbon Optimized MSCI ACWI ETF iShares Trust 2,0351.7M $0.14 %0.00 %as of Jul 31, 2026 ↗
PGIM Jennison Focused Value ETF PGIM ETF Trust 2,0341.8M $2.06 %0.00 %as of May 29, 2026 ↗
Nuveen Life Large Cap Responsible Equity Fund TIAA-CREF Life Funds 2,0152.1M $1.89 %0.00 %as of Jun 30, 2026 ↗
Voya Global Income & Growth Fund Voya Equity Trust 2,0151.8M $0.39 %0.00 %as of May 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 2,0062.1M $0.68 %0.00 %as of Jun 30, 2026 ↗
Anfield U.S. Equity Sector Rotation ETF Horizon Funds 2,0051.6M $0.67 %0.00 %as of Jul 31, 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