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
BRADLEY FOSTER & SARGENT EQUITY FUND Valued Advisers Trust 2,0001.8M $2.82 %0.00 %as of May 31, 2026 ↗
Steward Covered Call Income Fund Steward Funds Inc 2,0001.6M $1.31 %0.00 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 1,9982.1M $1.28 %0.00 %as of Jun 30, 2026 ↗
JPMorgan Diversified Return U.S. Equity ETF J.P. Morgan Exchange-Traded Fund Trust 1,9831.6M $0.35 %0.00 %as of Jul 31, 2026 ↗
Transamerica Large Core ESG TRANSAMERICA FUNDS 1,9701.6M $0.89 %0.00 %as of Jul 31, 2026 ↗
BlackRock Balanced Portfolio BlackRock Series Fund, Inc. 1,9672.1M $0.43 %0.00 %as of Jun 30, 2026 ↗
AQR Long-Short Equity Fund AQR Funds 1,9602.1M $0.03 %0.00 %as of Jun 30, 2026 ↗
BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND Ultimus Managers Trust 1,9581.7M $0.64 %0.00 %as of May 31, 2026 ↗
FlexShares Quality Dividend Index Fund FlexShares Trust 1,9541.6M $0.07 %0.00 %as of Jul 31, 2026 ↗
Guardian All Cap Core VIP Fund Guardian Variable Products Trust 1,9512.1M $0.94 %0.00 %as of Jun 30, 2026 ↗
ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND ALGER INSTITUTIONAL FUNDS 1,9511.6M $0.05 %0.00 %as of Jul 31, 2026 ↗
Avantis U.S. Quality ETF American Century ETF Trust 1,9491.7M $0.67 %0.00 %as of May 31, 2026 ↗
VictoryShares Dividend Accelerator ETF Victory Portfolios II 1,9352.1M $0.84 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP INDUSTRIALS ProFunds 1,9332.1M $9.80 %0.00 %as of Jun 30, 2026 ↗
Federated Hermes Max-Cap Index Fund Federated Hermes Index Trust 1,9251.6M $0.55 %0.00 %as of Jul 31, 2026 ↗
EQ/Goldman Sachs Moderate Growth Allocation Portfolio EQ Advisors Trust 1,9082M $0.23 %0.00 %as of Jun 30, 2026 ↗
Al Frank Fund NORTHERN LIGHTS FUND TRUST II 1,9002M $2.27 %0.00 %as of Jun 30, 2026 ↗
Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST 1,8972M $0.24 %0.00 %as of Jun 30, 2026 ↗
EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust 1,8872M $0.31 %0.00 %as of Jun 30, 2026 ↗
Disciplined Growth Fund American Century Quantitative Equity Funds, Inc. 1,8732M $0.44 %0.00 %as of Jun 30, 2026 ↗
1290 Avantis U.S. Large Cap Growth Fund 1290 Funds 1,8731.5M $0.73 %0.00 %as of Jul 31, 2026 ↗
Transamerica JPMorgan Enhanced Index VP TRANSAMERICA SERIES TRUST 1,8622M $0.07 %0.00 %as of Jun 30, 2026 ↗
AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust 1,8131.9M $0.55 %0.00 %as of Jun 30, 2026 ↗
AST Multi-Asset Diversified Plus Portfolio Advanced Series Trust 1,8001.9M $0.09 %0.00 %as of Jun 30, 2026 ↗
VictoryShares US Value Momentum ETF Victory Portfolios II 1,8001.9M $0.74 %0.00 %as of Jun 30, 2026 ↗
Hartford Multifactor US Equity ETF Lattice Strategies Trust 1,7921.5M $0.21 %0.00 %as of Jul 31, 2026 ↗
Gotham Index Plus Fund FundVantage Trust 1,7861.9M $0.15 %0.00 %as of Jun 30, 2026 ↗
BNY Mellon Asset Allocation Fund BNY MELLON FUNDS TRUST 1,7781.6M $0.33 %0.00 %as of May 31, 2026 ↗
Corgi Natural Gas Power & Turbines ETF Corgi ETF Trust I 1,7671.9M $15.63 %0.00 %as of Jun 30, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS 1,7501.9M $0.28 %0.00 %as of Jun 30, 2026 ↗
Virtus KAR Equity Income Series Virtus Variable Insurance Trust 1,7461.9M $2.30 %0.00 %as of Jun 30, 2026 ↗
T. Rowe Price Global Allocation Fund T. ROWE PRICE GLOBAL ALLOCATION FUND, INC. 1,7441.4M $0.17 %0.00 %as of Jul 31, 2026 ↗
Direxion Daily S&P 500 Bull 2X Shares Direxion Shares ETF Trust 1,7381.4M $0.54 %0.00 %as of Jul 31, 2026 ↗
Mohr Company NAV ETF Collaborative Investment Series Trust 1,7331.8M $2.97 %0.00 %as of Jun 30, 2026 ↗
American Conservative Values ETF ETF Opportunities Trust 1,7181.4M $0.92 %0.00 %as of Jul 31, 2026 ↗
Länsförsäkringar Sparmål 2065 Länsförsäkringar Fondförvaltning AB 1,71711.6M SEK0.20 %0.00 %as of Mar 31, 2026 ↗
1290 VT SmartBeta Equity ESG Portfolio EQ Advisors Trust 1,7151.8M $0.50 %0.00 %as of Jun 30, 2026 ↗
FlexShares STOXX US ESG Select Index Fund FlexShares Trust 1,7101.4M $1.06 %0.00 %as of Jul 31, 2026 ↗
Invesco S&P 500 Equal Weight Income Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust 1,7031.4M $0.13 %0.00 %as of Jul 31, 2026 ↗
Victory Cornerstone Aggressive Fund Victory Portfolios III 1,6971.5M $0.31 %0.00 %as of May 31, 2026 ↗
SIIT LARGE CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,6821.5M $0.23 %0.00 %as of May 31, 2026 ↗
Horizon Expedition Plus ETF Horizon Funds 1,6811.5M $1.00 %0.00 %as of May 31, 2026 ↗
FIS Christian Stock Fund FIS Trust 1,6741.8M $2.27 %0.00 %as of Jun 30, 2026 ↗
Putnam Focused Large Cap Growth ETF Putnam ETF Trust 1,6721.5M $1.25 %0.00 %as of May 29, 2026 ↗
Horizon Equity Premium Income Fund Horizon Funds 1,6471.4M $0.85 %0.00 %as of May 31, 2026 ↗
AQR Trend Total Return Fund AQR Funds 1,6361.7M $0.44 %0.00 %as of Jun 30, 2026 ↗
YieldMax(R) Target 12(TM) Big 50 Option Income ETF Tidal Trust II 1,6181.3M $2.43 %0.00 %as of Jul 31, 2026 ↗
Swedbank Robur Access Edge USA Swedbank Robur Fonder AB 1,61410.9M SEK0.79 %0.00 %as of Mar 31, 2026 ↗
Fidelity Infrastructure Fund Fidelity Investment Trust 1,6001.3M $0.84 %0.00 %as of Jul 31, 2026 ↗
AMERICAN GROWTH FUND Series One AMERICAN GROWTH FUND INC 1,5601.3M $5.69 %0.00 %as of Jul 31, 2026 ↗
Nova Fund Rydex Series Funds 1,5461.6M $0.66 %0.00 %as of Jun 30, 2026 ↗
Parametric Hedged Equity ETF Morgan Stanley ETF Trust 1,5451.6M $1.18 %0.00 %as of Jun 30, 2026 ↗
JPMorgan U.S. Research Enhanced Large Cap ETF J.P. Morgan Exchange-Traded Fund Trust 1,5371.6M $0.39 %0.00 %as of Jun 30, 2026 ↗
ProShares Ultra Industrials ProShares Trust 1,5351.3M $4.73 %0.00 %as of May 31, 2026 ↗
AVIP BlackRock Advantage Large Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 1,5341.6M $0.35 %0.00 %as of Jun 30, 2026 ↗
Defiance Large Cap ex-Mag 7 ETF Tidal Trust II 1,5341.3M $0.94 %0.00 %as of May 31, 2026 ↗
State Street S&P 500 Index V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,5241.6M $0.77 %0.00 %as of Jun 30, 2026 ↗
PGIM Quant Solutions Large-Cap Value Fund Prudential Investment Portfolios 3 1,5201.3M $0.52 %0.00 %as of May 29, 2026 ↗
MFS Blended Research Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II 1,4881.6M $0.41 %0.00 %as of Jun 30, 2026 ↗
Balanced Fund Meeder Funds 1,4851.6M $0.32 %0.00 %as of Jun 30, 2026 ↗
Timothy Plan Free Cash Flow Growth ETF Timothy Plan 1,4831.6M $4.45 %0.00 %as of Jun 30, 2026 ↗
GMO Alternative Allocation Fund GMO TRUST 1,4791.3M $0.16 %0.00 %as of May 31, 2026 ↗
Cromwell Long Short Fund Total Fund Solution 1,4711.6M $1.68 %0.00 %as of Jun 30, 2026 ↗
Franklin Allocation VIP Fund Franklin Templeton Variable Insurance Products Trust 1,4641.6M $0.29 %0.00 %as of Jun 30, 2026 ↗
Venerable US Large Cap Core Equity Fund Venerable Variable Insurance Trust 1,4611.6M $0.25 %0.00 %as of Jun 30, 2026 ↗
Fundstrat Granny Shots US Large Cap & Income ETF Tidal Trust III 1,4481.2M $2.15 %0.00 %as of Jul 31, 2026 ↗
S&P 500 2x Strategy Fund Rydex Dynamic Funds 1,4281.5M $0.66 %0.00 %as of Jun 30, 2026 ↗
AST Quantitative Modeling Portfolio Advanced Series Trust 1,4201.5M $0.33 %0.00 %as of Jun 30, 2026 ↗
Innovator Equity Managed 100 Buffer ETF Innovator ETFs Trust 1,4121.2M $0.83 %0.00 %as of Jul 31, 2026 ↗
Monetta Fund MONETTA TRUST 1,4001.2M $1.12 %0.00 %as of Jun 30, 2026 ↗
Hilton Tactical Income Fund Direxion Funds 1,4001.2M $0.92 %0.00 %as of May 31, 2026 ↗
Spectrum Fund Meeder Funds 1,3851.5M $0.55 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs Global Managed Beta Fund GOLDMAN SACHS TRUST 1,3771.2M $0.02 %0.00 %as of May 31, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST 1,3751.5M $0.24 %0.00 %as of Jun 30, 2026 ↗
Victory Cornerstone Moderately Conservative Fund Victory Portfolios III 1,3731.2M $0.60 %0.00 %as of May 31, 2026 ↗
iShares MSCI Kokusai ETF iShares Trust 1,3711.1M $0.45 %0.00 %as of Jul 31, 2026 ↗
Catholic Responsible Investments Multi-Style US Equity Fund Catholic Responsible Investments Funds 1,3411.1M $0.15 %0.00 %as of Jul 31, 2026 ↗
BlackRock Equity Dividend V.I. Fund BlackRock Variable Series Funds, Inc. 1,3291.4M $0.46 %0.00 %as of Jun 30, 2026 ↗
AQR Alternative Risk Premia Fund AQR Funds 1,3281.4M $0.21 %0.00 %as of Jun 30, 2026 ↗
Schroders Global Multi-Asset Portfolio Brighthouse Funds Trust I 1,3221.4M $0.25 %0.00 %as of Jun 30, 2026 ↗
iShares Texas Equity ETF iShares Trust 1,3121.4M $8.27 %0.00 %as of Jun 30, 2026 ↗
AZL Fidelity Institutional Asset Management Multi-Strategy Fund Allianz Variable Insurance Products Trust 1,3111.4M $0.11 %0.00 %as of Jun 30, 2026 ↗
WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust 1,3011.4M $0.74 %0.00 %as of Jun 30, 2026 ↗
VistaShares Target 15 USA Quality Income ETF Tidal Trust III 1,3011.1M $4.94 %0.00 %as of Jul 31, 2026 ↗
Fidelity Series Opportunistic Insights Fund Fidelity Contrafund 1,3001.4M $0.01 %0.00 %as of Jun 30, 2026 ↗
One Global ETF NORTHERN LIGHTS FUND TRUST II 1,2931.1M $1.10 %0.00 %as of May 31, 2026 ↗
Nomura VIP Balanced Series Ivy Variable Insurance Portfolios 1,2851.4M $0.61 %0.00 %as of Jun 30, 2026 ↗
Transamerica Large Value Opportunities TRANSAMERICA FUNDS 1,2751M $0.44 %0.00 %as of Jul 31, 2026 ↗
DWS Core Equity VIP DEUTSCHE DWS VARIABLE SERIES I 1,2731.4M $1.16 %0.00 %as of Jun 30, 2026 ↗
Invesco Income Advantage U.S. Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 1,2711.1M $0.51 %0.00 %as of May 31, 2026 ↗
VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II 1,2701.4M $0.25 %0.00 %as of Jun 30, 2026 ↗
Fidelity Flex Large Cap Focused Index Fund Fidelity Concord Street Trust 1,2661.1M $0.34 %0.00 %as of May 31, 2026 ↗
PGIM Income Builder Fund Prudential Investment Portfolios 16 1,2641M $0.40 %0.00 %as of Jul 31, 2026 ↗
Zacks All-Cap Core Fund Zacks Trust 1,2571.1M $2.87 %0.00 %as of May 31, 2026 ↗
M Large Cap Growth Fund NORTHERN LIGHTS FUND TRUST II 1,2461.3M $0.42 %0.00 %as of Jun 30, 2026 ↗
ALPS Active Equity Opportunity ETF ALPS ETF TRUST 1,2441.1M $3.67 %0.00 %as of May 31, 2026 ↗
AUXIER FOCUS FUND FORUM FUNDS 1,2401.3M $0.40 %0.00 %as of Jun 30, 2026 ↗
EQ/Invesco Moderate Growth Allocation Portfolio EQ Advisors Trust 1,2241.3M $0.29 %0.00 %as of Jun 30, 2026 ↗
Timothy Plan US Large/Mid Cap Core ETF Timothy Plan 1,2231.3M $0.43 %0.00 %as of Jun 30, 2026 ↗
JAG Large Cap Growth Fund MUTUAL FUND SERIES TRUST 1,2121.3M $3.01 %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