Funds holding Caterpillar Inc
1205 funds declare a position · 338 ETFs and 867 other funds · 84.6B $· 8.7B SEK· 75.1M € · US1491231015
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 201 | Swedbank Robur Transfer 80 Swedbank Robur Fonder AB | 56,693 | 382.6M SEK | 0.40 % | as of Mar 31, 2026 · Original filing |
| 202 | Fidelity Series Growth Company Fund Fidelity Mt. Vernon Street Trust | 56,560 | 42M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| 203 | EQ/500 Managed Volatility Portfolio EQ Advisors Trust | 56,393 | 40M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| 204 | JNL/Newton Equity Income Fund JNL Series Trust | 55,761 | 39.5M $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| 205 | Goldman Sachs U.S. Tax-Managed Equity Fund Goldman Sachs Trust | 55,528 | 39.3M $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| 206 | EQ/Common Stock Index Portfolio EQ Advisors Trust | 55,510 | 39.3M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| 207 | Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 55,209 | 39.1M $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| 208 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 55,088 | 49M $ | 0.59 % | as of Apr 30, 2026 · Original filing |
| 209 | ARK Autonomous Technology & Robotics ETF ARK ETF Trust | 54,839 | 48.8M $ | 2.32 % | as of Apr 30, 2026 · Original filing |
| 210 | DWS Core Equity Fund DEUTSCHE DWS INVESTMENT TRUST | 54,320 | 38.5M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| 211 | Goldman Sachs U.S. Equity Dividend and Premium Fund GOLDMAN SACHS TRUST | 53,040 | 37.6M $ | 1.07 % | as of Mar 31, 2026 · Original filing |
| 212 | Nuveen ESG Large-Cap Growth ETF NuShares ETF Trust | 52,904 | 47.1M $ | 1.81 % | as of Apr 30, 2026 · Original filing |
| 213 | Stock Index Fund VALIC Co I | 52,724 | 39.2M $ | 0.59 % | as of Feb 28, 2026 · Original filing |
| 214 | Victory Pioneer Core Equity Fund Victory Portfolios IV | 52,043 | 36.9M $ | 1.91 % | as of Mar 31, 2026 · Original filing |
| 215 | Equity Index Portfolio PACIFIC SELECT FUND | 51,876 | 36.8M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| 216 | Swedbank Robur Transfer 70 Swedbank Robur Fonder AB | 51,700 | 348.9M SEK | 0.35 % | as of Mar 31, 2026 · Original filing |
| 217 | Fidelity Puritan Fund Fidelity Puritan Trust | 50,774 | 37.7M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| 218 | Aptus Collared Investment Opportunity ETF ETF Series Solutions | 50,691 | 45.1M $ | 1.98 % | as of Apr 30, 2026 · Original filing |
| 219 | BlackRock Global Allocation Fund, Inc. BlackRock Global Allocation Fund, Inc. | 50,369 | 44.8M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| 220 | THRIVENT LARGE CAP VALUE PORTFOLIO Thrivent Series Fund, Inc. | 50,123 | 35.5M $ | 1.04 % | as of Mar 31, 2026 · Original filing |
| 221 | Franklin Equity Income Fund Franklin Investors Securities Trust | 50,000 | 44.5M $ | 0.92 % | as of Apr 30, 2026 · Original filing |
| 222 | EQUITY INDEX FUND GuideStone Funds | 48,766 | 34.5M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 223 | MOA EQUITY INDEX FUND MoA Funds Corp | 48,028 | 34M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| 224 | ProShares Ultra Dow30 ProShares Trust | 47,930 | 35.6M $ | 6.99 % | as of Feb 28, 2026 · Original filing |
| 225 | T. Rowe Price Real Assets Fund, Inc. T. ROWE PRICE REAL ASSETS FUND, INC. | 47,930 | 34M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 226 | Growth Fund VALIC Co I | 47,776 | 35.5M $ | 2.00 % | as of Feb 28, 2026 · Original filing |
| 227 | Fidelity High Dividend ETF Fidelity Covington Trust | 47,400 | 42.2M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| 228 | Inspire 100 ETF Northern Lights Fund Trust IV | 46,546 | 34.6M $ | 8.56 % | as of Feb 28, 2026 · Original filing |
| 229 | Capital Group Core Balanced ETF Capital Group Core Balanced ETF | 46,487 | 32.9M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| 230 | NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 46,101 | 32.7M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| 231 | Schwab Core Equity Fund SCHWAB CAPITAL TRUST | 45,737 | 40.7M $ | 2.67 % | as of Apr 30, 2026 · Original filing |
| 232 | JNL/Mellon Industrials Sector Fund JNL Series Trust | 45,720 | 32.4M $ | 5.68 % | as of Mar 31, 2026 · Original filing |
| 233 | Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds | 45,713 | 40.7M $ | 0.85 % | as of Apr 30, 2026 · Original filing |
| 234 | T. Rowe Price New Era Fund T. ROWE PRICE NEW ERA FUND, INC. | 45,393 | 32.2M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| 235 | NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust | 45,128 | 32M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| 236 | PGIM Jennison Global Equity Income Fund Prudential Investment Portfolios, Inc. 10 | 44,842 | 39.9M $ | 4.74 % | as of Apr 30, 2026 · Original filing |
| 237 | Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II | 44,689 | 33.2M $ | 0.40 % | as of Feb 28, 2026 · Original filing |
| 238 | VIP Balanced Portfolio Variable Insurance Products Fund III | 44,600 | 31.6M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 239 | AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 42,307 | 30M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 240 | AST Balanced Asset Allocation Portfolio Advanced Series Trust | 42,056 | 29.8M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 241 | Virtus Income & Growth Fund Virtus Investment Trust | 40,035 | 28.4M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| 242 | WisdomTree U.S. Quality Growth Fund WisdomTree Trust | 40,022 | 28.4M $ | 1.36 % | as of Mar 31, 2026 · Original filing |
| 243 | Swedbank Robur Access Global Swedbank Robur Fonder AB | 39,981 | 269.8M SEK | 0.47 % | as of Mar 31, 2026 · Original filing |
| 244 | Länsförsäkringar USA Index Länsförsäkringar Fondförvaltning AB | 39,863 | 269M SEK | 0.69 % | as of Mar 31, 2026 · Original filing |
| 245 | BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust | 39,714 | 35.3M $ | 0.67 % | as of Apr 30, 2026 · Original filing |
| 246 | Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust | 39,700 | 35.3M $ | 0.65 % | as of Apr 30, 2026 · Original filing |
| 247 | TCW Transform Systems ETF TCW ETF Trust | 39,431 | 35.1M $ | 2.38 % | as of Apr 30, 2026 · Original filing |
| 248 | AB Disruptors ETF AB Active ETFs, Inc. | 39,427 | 29.3M $ | 1.79 % | as of Feb 28, 2026 · Original filing |
| 249 | Touchstone Funds Group Trust-Touchstone Dividend Equity Fund Touchstone Funds Group Trust | 39,324 | 27.9M $ | 1.21 % | as of Mar 31, 2026 · Original filing |
| 250 | U.S. Sector Rotation Fund John Hancock Funds II | 39,024 | 29M $ | 0.58 % | as of Feb 28, 2026 · Original filing |
| 251 | Victory RS Global Fund Victory Portfolios | 38,682 | 27.4M $ | 1.59 % | as of Mar 31, 2026 · Original filing |
| 252 | VIP Stock Selector Portfolio Variable Insurance Products Fund | 38,600 | 27.3M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| 253 | WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | 38,246 | 27.1M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| 254 | Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 38,147 | 28.3M $ | 0.64 % | as of Feb 28, 2026 · Original filing |
| 255 | iShares MSCI World ETF iShares, Inc. | 38,005 | 28.2M $ | 0.41 % | as of Feb 28, 2026 · Original filing |
| 256 | VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 37,822 | 26.8M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 257 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 37,473 | 27.8M $ | 0.52 % | as of Feb 28, 2026 · Original filing |
| 258 | ProShares Ultra S&P500 ProShares Trust | 37,350 | 27.7M $ | 0.41 % | as of Feb 28, 2026 · Original filing |
| 259 | Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 36,002 | 26.7M $ | 0.54 % | as of Feb 28, 2026 · Original filing |
| 260 | THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 35,832 | 25.4M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 261 | Invesco S&P 500 GARP ETF Invesco Exchange-Traded Fund Trust | 35,734 | 31.8M $ | 1.45 % | as of Apr 30, 2026 · Original filing |
| 262 | iShares Russell Top 200 Growth ETF iShares Trust | 35,712 | 25.3M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 263 | Victory Income Stock Fund Victory Portfolios III | 35,534 | 31.6M $ | 1.18 % | as of Apr 30, 2026 · Original filing |
| 264 | Venerable Large Cap Index Fund Venerable Variable Insurance Trust | 34,955 | 24.8M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| 265 | Franklin U.S. Large Cap Multifactor Index ETF Franklin Templeton ETF Trust | 34,719 | 24.6M $ | 1.49 % | as of Mar 31, 2026 · Original filing |
| 266 | Fidelity Mega Cap Stock Fund Fidelity Hastings Street Trust | 34,700 | 24.6M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| 267 | PSF PGIM Jennison Value Portfolio Prudential Series Fund | 34,686 | 24.6M $ | 1.21 % | as of Mar 31, 2026 · Original filing |
| 268 | Nuveen ESG Large-Cap Value ETF NuShares ETF Trust | 34,554 | 30.8M $ | 1.48 % | as of Apr 30, 2026 · Original filing |
| 269 | Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 34,494 | 24.4M $ | 0.64 % | as of Mar 31, 2026 · Original filing |
| 270 | Invesco Comstock Portfolio Brighthouse Funds Trust I | 34,460 | 24.4M $ | 1.35 % | as of Mar 31, 2026 · Original filing |
| 271 | Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 34,388 | 30.6M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 272 | Xtrackers MSCI USA Climate Action Equity ETF DBX ETF Trust | 34,155 | 25.4M $ | 0.91 % | as of Feb 27, 2026 · Original filing |
| 273 | SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 34,072 | 25.3M $ | 0.58 % | as of Feb 28, 2026 · Original filing |
| 274 | JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 33,918 | 24M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| 275 | PSF PGIM Flexible Managed Portfolio Prudential Series Fund | 33,900 | 24M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| 276 | Invesco S&P 100 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 33,764 | 30.1M $ | 1.21 % | as of Apr 30, 2026 · Original filing |
| 277 | Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 33,221 | 24.7M $ | 0.58 % | as of Feb 28, 2026 · Original filing |
| 278 | T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. | 32,800 | 23.2M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| 279 | Voya VACS Index Series S Portfolio Voya Investors Trust | 32,784 | 23.2M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| 280 | JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 32,580 | 29M $ | 1.33 % | as of Apr 30, 2026 · Original filing |
| 281 | Swedbank Robur Access USA Swedbank Robur Fonder AB | 32,046 | 216.3M SEK | 0.71 % | as of Mar 31, 2026 · Original filing |
| 282 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 31,919 | 28.4M $ | 0.53 % | as of Apr 30, 2026 · Original filing |
| 283 | NYLIM VP Dimensional U.S. Equity Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 31,601 | 22.4M $ | 2.41 % | as of Mar 31, 2026 · Original filing |
| 284 | Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust | 31,477 | 28M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| 285 | SEI Enhanced U.S. Large Cap Momentum Factor ETF SEI EXCHANGE TRADED FUNDS | 31,192 | 22.1M $ | 1.90 % | as of Mar 31, 2026 · Original filing |
| 286 | IKC Global Flexibel ISEC Services AB | 30,800 | 206.6M SEK | 3.05 % | as of Mar 31, 2026 · Original filing |
| 287 | AST Large-Cap Growth Portfolio Advanced Series Trust | 30,520 | 21.6M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 288 | Goldman Sachs Income Builder Fund GOLDMAN SACHS TRUST | 30,504 | 27.2M $ | 0.99 % | as of Apr 30, 2026 · Original filing |
| 289 | THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 30,072 | 21.3M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 290 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 30,031 | 26.7M $ | 0.59 % | as of Apr 30, 2026 · Original filing |
| 291 | ALGER FOCUS EQUITY FUND ALGER INSTITUTIONAL FUNDS | 29,954 | 26.7M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| 292 | Calamos Growth & Income Fund CALAMOS INVESTMENT TRUST/IL | 29,535 | 26.3M $ | 0.78 % | as of Apr 30, 2026 · Original filing |
| 293 | Invesco S&P 500 Pure Growth ETF Invesco Exchange-Traded Fund Trust | 29,146 | 25.9M $ | 1.37 % | as of Apr 30, 2026 · Original filing |
| 294 | MFS Value Portfolio Brighthouse Funds Trust II | 28,694 | 20.3M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| 295 | EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 28,196 | 20M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| 296 | Xtrackers S&P 500 Scored & Screened ETF DBX ETF Trust | 27,567 | 20.5M $ | 0.86 % | as of Feb 27, 2026 · Original filing |
| 297 | LargeCap Growth Fund I Principal Funds, Inc | 27,490 | 24.5M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| 298 | AST Aggressive Asset Allocation Portfolio Advanced Series Trust | 27,477 | 19.5M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 299 | Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust | 27,472 | 19.5M $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| 300 | Invesco V.I. Comstock Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 27,374 | 19.4M $ | 1.35 % | as of Mar 31, 2026 · Original filing |
Institutional managers
3701 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| 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 |
| 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 |
| Legal & General Group Plc | 2,772,592 | 2B $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 2,940,579 | 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 |
| Amundi | 2,217,637 | 1.6B $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 2,048,603 | 1.5B $ | as of Mar 31, 2026 |