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
Horizon Expedition Plus ETF Horizon Funds 1,6911.3M $0.99 %0.00 %as of Feb 28, 2026 ↗
Direxion HCM Tactical Enhanced US ETF Direxion Shares ETF Trust 1,6501.5M $0.27 %0.00 %as of Apr 30, 2026 ↗
Defiance Large Cap Ex-mag 7 ETF Tidal Trust II 1,6381.2M $0.86 %0.00 %as of Feb 28, 2026 ↗
Rational Equity Armor Fund Mutual Fund & Variable Insurance Trust 1,6361.2M $2.01 %0.00 %as of Mar 31, 2026 ↗
Franklin Allocation VIP Fund Franklin Templeton Variable Insurance Products Trust 1,6291.2M $0.22 %0.00 %as of Mar 31, 2026 ↗
Swedbank Robur Access Edge USA Swedbank Robur Fonder AB 1,61410.9M SEK0.79 %0.00 %as of Mar 31, 2026 ↗
NVIT Fidelity Institutional AM Worldwide Fund Nationwide Variable Insurance Trust 1,6051.1M $0.45 %0.00 %as of Mar 31, 2026 ↗
Fidelity Infrastructure Fund Fidelity Investment Trust 1,6001.4M $0.88 %0.00 %as of Apr 30, 2026 ↗
Mohr Company NAV ETF Collaborative Investment Series Trust 1,5981.1M $3.37 %0.00 %as of Mar 31, 2026 ↗
Alger AI Enablers & Adopters ETF Alger ETF Trust 1,5861.1M $0.41 %0.00 %as of Mar 31, 2026 ↗
Horizon Equity Premium Income Fund Horizon Funds 1,5821.2M $0.77 %0.00 %as of Feb 28, 2026 ↗
Hartford Multifactor US Equity ETF Lattice Strategies Trust 1,5801.4M $0.24 %0.00 %as of Apr 30, 2026 ↗
Venerable US Large Cap Core Equity Fund Venerable Variable Insurance Trust 1,5721.1M $0.18 %0.00 %as of Mar 31, 2026 ↗
Abacus FCF Real Assets Leaders ETF Abacus FCF ETF Trust 1,5661.4M $1.63 %0.00 %as of Apr 30, 2026 ↗
Avantis U.S. Quality ETF American Century ETF Trust 1,5641.2M $0.60 %0.00 %as of Feb 28, 2026 ↗
State Street S&P 500 Index V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,5641.1M $0.59 %0.00 %as of Mar 31, 2026 ↗
Direxion Daily S&P 500 Bull 2X Shares Direxion Shares ETF Trust 1,5611.4M $0.61 %0.00 %as of Apr 30, 2026 ↗
MFS Blended Research Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II 1,5611.1M $0.31 %0.00 %as of Mar 31, 2026 ↗
AMERICAN GROWTH FUND Series One AMERICAN GROWTH FUND INC 1,5601.4M $6.48 %0.00 %as of Apr 30, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST 1,5431.1M $0.20 %0.00 %as of Mar 31, 2026 ↗
Fundstrat Granny Shots Us Large Cap & Income ETF Tidal Trust III 1,5361.4M $2.77 %0.00 %as of Apr 30, 2026 ↗
AST Quantitative Modeling Portfolio Advanced Series Trust 1,5351.1M $0.24 %0.00 %as of Mar 31, 2026 ↗
Invesco S&P 500 Equal Weight Income Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust 1,5341.4M $0.18 %0.00 %as of Apr 30, 2026 ↗
AVIP BlackRock Advantage Large Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 1,5341.1M $0.26 %0.00 %as of Mar 31, 2026 ↗
PGIM Quant Solutions Large-Cap Value Fund Prudential Investment Portfolios 3 1,5201.1M $0.44 %0.00 %as of Feb 27, 2026 ↗
Innovator Equity Managed 100 Buffer ETF Innovator ETFs Trust 1,4911.3M $1.07 %0.00 %as of Apr 30, 2026 ↗
1290 SmartBeta Equity Fund 1290 Funds 1,4891.3M $0.48 %0.00 %as of Apr 30, 2026 ↗
THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,4791M $0.29 %0.00 %as of Mar 31, 2026 ↗
Relative Strength Managed Volatility Strategy ETF Listed Funds Trust 1,4731M $3.61 %0.00 %as of Mar 31, 2026 ↗
Hartford Climate Opportunities Fund HARTFORD MUTUAL FUNDS, INC 1,4711.3M $1.02 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS 1,4641M $0.58 %0.00 %as of Mar 31, 2026 ↗
SGI U.S. Large Cap Core ETF RBB Fund, Inc. 1,4601.1M $0.70 %0.00 %as of Feb 28, 2026 ↗
American Century U.S. Quality Value ETF American Century ETF Trust 1,4531.1M $0.31 %0.00 %as of Feb 28, 2026 ↗
T. Rowe Price Integrated U.S. Large-Cap Value Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 1,4501M $1.41 %0.00 %as of Mar 31, 2026 ↗
Parametric Hedged Equity ETF Morgan Stanley ETF Trust 1,4501M $0.84 %0.00 %as of Mar 31, 2026 ↗
Horizon Digital Frontier ETF Horizon Funds 1,4381.1M $1.23 %0.00 %as of Feb 28, 2026 ↗
ALPS Active Equity Opportunity ETF ALPS ETF TRUST 1,4341.1M $3.78 %0.00 %as of Feb 28, 2026 ↗
Hilton Tactical Income Fund Direxion Funds 1,4301.1M $0.78 %0.00 %as of Feb 28, 2026 ↗
Schroders Global Multi-Asset Portfolio Brighthouse Funds Trust I 1,4241M $0.18 %0.00 %as of Mar 31, 2026 ↗
Monetta Fund MONETTA TRUST 1,400991.8K $1.08 %0.00 %as of Mar 31, 2026 ↗
iShares Texas Equity ETF iShares Trust 1,399991.1K $6.26 %0.00 %as of Mar 31, 2026 ↗
Growth Equity Index Fund GuideStone Funds 1,393986.9K $0.14 %0.00 %as of Mar 31, 2026 ↗
Victory Cornerstone Aggressive Fund Victory Portfolios III 1,3861M $0.22 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs Global Managed Beta Fund GOLDMAN SACHS TRUST 1,3771M $0.02 %0.00 %as of Feb 28, 2026 ↗
Victory Cornerstone Moderately Conservative Fund Victory Portfolios III 1,3731M $0.52 %0.00 %as of Feb 28, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 1,371971.3K $0.35 %0.00 %as of Mar 31, 2026 ↗
iShares MSCI Kokusai ETF iShares Trust 1,3701.2M $0.51 %0.00 %as of Apr 30, 2026 ↗
THRIVENT ALL CAP PORTFOLIO Thrivent Series Fund, Inc. 1,345952.9K $0.47 %0.00 %as of Mar 31, 2026 ↗
Capital Income Builder AMERICAN FUNDS INSURANCE SERIES 1,337947.2K $0.06 %0.00 %as of Mar 31, 2026 ↗
BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND Ultimus Managers Trust 1,333990.2K $0.42 %0.00 %as of Feb 28, 2026 ↗
VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II 1,328940.8K $0.18 %0.00 %as of Mar 31, 2026 ↗
Vistashares Target 15 Usa Quality Income ETF Tidal Trust III 1,3231.2M $6.65 %0.00 %as of Apr 30, 2026 ↗
Horizon Active Asset Allocation Fund Horizon Funds 1,323982.8K $0.13 %0.00 %as of Feb 28, 2026 ↗
Nova Fund Rydex Series Funds 1,318933.8K $0.43 %0.00 %as of Mar 31, 2026 ↗
Invesco Income Advantage U.S. Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 1,311973.9K $0.47 %0.00 %as of Feb 28, 2026 ↗
DWS Core Equity VIP DEUTSCHE DWS VARIABLE SERIES I 1,304923.8K $0.88 %0.00 %as of Mar 31, 2026 ↗
PGIM Income Builder Fund Prudential Investment Portfolios 16 1,3021.2M $0.45 %0.00 %as of Apr 30, 2026 ↗
Destinations Shelter Fund Brinker Capital Destinations Trust 1,300965.7K $1.05 %0.00 %as of Feb 28, 2026 ↗
SIIT LARGE CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,298964.2K $0.15 %0.00 %as of Feb 28, 2026 ↗
CONNORS HEDGED EQUITY FUND Connors Funds 1,295962K $1.58 %0.00 %as of Feb 28, 2026 ↗
SA Multi-Managed Large Cap Growth Portfolio SEASONS SERIES TRUST 1,292915.3K $0.40 %0.00 %as of Mar 31, 2026 ↗
AZL Fidelity Institutional Asset Management Multi-Strategy Fund Allianz Variable Insurance Products Trust 1,291914.6K $0.07 %0.00 %as of Mar 31, 2026 ↗
DF Tactical 30 ETF Northern Lights Fund Trust 1,291914.6K $3.30 %0.00 %as of Mar 31, 2026 ↗
Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 1,285910.4K $0.20 %0.00 %as of Mar 31, 2026 ↗
S&P 500 2x Strategy Fund Rydex Dynamic Funds 1,261893.4K $0.49 %0.00 %as of Mar 31, 2026 ↗
Zacks All-Cap Core Fund Zacks Trust 1,257933.7K $2.66 %0.00 %as of Feb 28, 2026 ↗
The Texas Fund Monteagle Funds 1,250928.5K $4.83 %0.00 %as of Feb 28, 2026 ↗
AUXIER FOCUS FUND FORUM FUNDS 1,240878.5K $0.28 %0.00 %as of Mar 31, 2026 ↗
EQ/Invesco Moderate Growth Allocation Portfolio EQ Advisors Trust 1,240878.5K $0.21 %0.00 %as of Mar 31, 2026 ↗
CYBER HORNET S&P 500 Index Funds 1,235874.9K $0.59 %0.00 %as of Mar 31, 2026 ↗
Putnam VT Global Asset Allocation Fund Putnam Variable Trust 1,232872.8K $0.94 %0.00 %as of Mar 31, 2026 ↗
Putnam Focused Large Cap Growth ETF Putnam ETF Trust 1,229912.9K $1.41 %0.00 %as of Feb 27, 2026 ↗
One Global ETF NORTHERN LIGHTS FUND TRUST II 1,212900.3K $0.98 %0.00 %as of Feb 28, 2026 ↗
LSV Conservative Value Equity Fund ADVISORS' INNER CIRCLE FUND 1,2001.1M $0.68 %0.00 %as of Apr 30, 2026 ↗
VIP Utilities Portfolio Variable Insurance Products Fund IV 1,200850.2K $0.24 %0.00 %as of Mar 31, 2026 ↗
FlexShares ESG & Climate US Large Cap Core Index Fund FlexShares Trust 1,1971.1M $0.96 %0.00 %as of Apr 30, 2026 ↗
First Trust Dorsey Wright Momentum & Low Volatility ETF First Trust Exchange-Traded Fund VI 1,192844.5K $1.22 %0.00 %as of Mar 31, 2026 ↗
iShares MSCI USA Size Factor ETF iShares Trust 1,1791M $0.26 %0.00 %as of Apr 30, 2026 ↗
Catholic Responsible Investments Multi-Style US Equity Fund Catholic Responsible Investments Funds 1,1681M $0.14 %0.00 %as of Apr 30, 2026 ↗
American Funds Global Balanced Fund AMERICAN FUNDS INSURANCE SERIES 1,168827.5K $0.19 %0.00 %as of Mar 31, 2026 ↗
Allspring Disciplined Large Cap Portfolio ALLSPRING MASTER TRUST 1,1611M $0.30 %0.00 %as of Apr 30, 2026 ↗
1290 Avantis U.S. Large Cap Growth Fund 1290 Funds 1,1481M $0.49 %0.00 %as of Apr 30, 2026 ↗
Eaton Vance All Asset Strategy Fund Eaton Vance Growth Trust 1,148852.8K $0.36 %0.00 %as of Feb 28, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 1,1471M $0.08 %0.00 %as of Apr 30, 2026 ↗
Barrons 400 ETF ALPS ETF TRUST 1,147852K $0.41 %0.00 %as of Feb 28, 2026 ↗
Handelsbanken Global Index Core Handelsbanken Fonder AB 1,1117.5M SEK0.43 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2025 Länsförsäkringar Fondförvaltning AB 1,1117.5M SEK0.07 %0.00 %as of Mar 31, 2026 ↗
Tortoise AI Infrastructure ETF Tortoise Capital Series Trust 1,108823.1K $1.04 %0.00 %as of Feb 28, 2026 ↗
AZL Russell 1000 Growth Index Fund Allianz Variable Insurance Products Trust 1,102780.7K $0.15 %0.00 %as of Mar 31, 2026 ↗
THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds 1,093972.9K $0.21 %0.00 %as of Apr 30, 2026 ↗
Global X Adaptive U.S. Risk Management ETF GLOBAL X FUNDS 1,089808.9K $0.58 %0.00 %as of Feb 28, 2026 ↗
QRAFT AI-Enhanced U.S. Large Cap Momentum ETF Exchange Listed Funds Trust 1,088968.4K $3.17 %0.00 %as of Apr 30, 2026 ↗
Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 1,052745.3K $0.10 %0.00 %as of Mar 31, 2026 ↗
INDUSTRIALS ULTRASECTOR PROFUND ProFunds 1,045930.2K $9.81 %0.00 %as of Apr 30, 2026 ↗
Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 1,044739.6K $0.19 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Balanced Opportunity Fund BNY Mellon Investment Funds VI 1,042774K $0.27 %0.00 %as of Feb 28, 2026 ↗
Xtrackers Russell 1000 US Quality at a Reasonable Price ETF DBX ETF Trust 1,042774K $1.06 %0.00 %as of Feb 27, 2026 ↗
S&P 500 Fund Rydex Series Funds 1,039736.1K $0.53 %0.00 %as of Mar 31, 2026 ↗
Fidelity Strategic Dividend and Income Fund Fidelity Salem Street Trust 1,025761.4K $0.01 %0.00 %as of Feb 28, 2026 ↗
VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II 1,019721.9K $0.18 %0.00 %as of Mar 31, 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