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 | |
|---|---|---|---|---|---|
| 301 | Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 26,906 | 19.1M $ | 0.65 % | as of Mar 31, 2026 · Original filing |
| 302 | Avantis U.S. Large Cap Value Fund American Century ETF Trust | 26,892 | 20M $ | 2.79 % | as of Feb 28, 2026 · Original filing |
| 303 | Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS | 26,876 | 19M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 304 | SEB USA Exposure SEB Funds AB | 26,766 | 180.6M SEK | 0.68 % | as of Mar 31, 2026 · Original filing |
| 305 | iShares Climate Conscious & Transition MSCI USA ETF iShares Trust | 26,571 | 19.7M $ | 0.91 % | as of Feb 28, 2026 · Original filing |
| 306 | SIMT Tax-Managed Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 25,261 | 17.9M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| 307 | SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST | 25,137 | 22.4M $ | 0.67 % | as of Apr 30, 2026 · Original filing |
| 308 | Fidelity Contrafund Fidelity Contrafund | 25,053 | 17.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 309 | The Tocqueville Fund The Tocqueville Trust | 25,000 | 22.3M $ | 3.71 % | as of Apr 30, 2026 · Original filing |
| 310 | Franklin U.S. Core Equity (IU) Fund Franklin Fund Allocator Series | 24,748 | 22M $ | 1.82 % | as of Apr 30, 2026 · Original filing |
| 311 | HARTFORD STOCK HLS FUND HARTFORD SERIES FUND INC | 24,546 | 17.4M $ | 1.56 % | as of Mar 31, 2026 · Original filing |
| 312 | BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. | 24,407 | 17.3M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 313 | JNL/Goldman Sachs 4 Fund JNL Series Trust | 24,373 | 17.3M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 314 | Pacer Trendpilot US Large Cap ETF Pacer Funds Trust | 24,188 | 21.5M $ | 0.67 % | as of Apr 30, 2026 · Original filing |
| 315 | International Growth and Income Fund International Growth & Income Fund | 24,070 | 17.1M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 316 | Goldman Sachs MarketBeta U.S. Equity ETF Goldman Sachs ETF Trust | 24,055 | 17.9M $ | 0.60 % | as of Feb 28, 2026 · Original filing |
| 317 | Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust | 23,962 | 17M $ | 0.64 % | as of Mar 31, 2026 · Original filing |
| 318 | BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. | 23,884 | 16.9M $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| 319 | Goldman Sachs Large Cap Equity Fund Goldman Sachs Trust | 23,817 | 17.7M $ | 1.21 % | as of Feb 28, 2026 · Original filing |
| 320 | Global X S&P 500 Covered Call ETF GLOBAL X FUNDS | 23,812 | 21.2M $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| 321 | Columbia Large Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 23,673 | 17.6M $ | 0.58 % | as of Feb 28, 2026 · Original filing |
| 322 | LVIP MFS Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 23,510 | 16.7M $ | 0.78 % | as of Mar 31, 2026 · Original filing |
| 323 | Victory Sustainable World Fund Victory Portfolios III | 23,499 | 17.5M $ | 1.09 % | as of Feb 28, 2026 · Original filing |
| 324 | MFS Value Series MFS VARIABLE INSURANCE TRUST | 23,400 | 16.6M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| 325 | CAPITAL GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 23,400 | 16.6M $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| 326 | Handelsbanken Developed Markets Index Criteria Handelsbanken Fonder AB | 23,376 | 157.8M SEK | 0.34 % | as of Mar 31, 2026 · Original filing |
| 327 | VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 23,200 | 16.4M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 328 | VOYA CORPORATE LEADERS(R) 100 FUND Voya Equity Trust | 22,750 | 16.9M $ | 1.28 % | as of Feb 28, 2026 · Original filing |
| 329 | Invesco V.I. American Franchise Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 22,726 | 16.1M $ | 2.06 % | as of Mar 31, 2026 · Original filing |
| 330 | T. Rowe Price U.S. Equity Research ETF T. Rowe Price Exchange-Traded Funds, Inc. | 22,467 | 15.9M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| 331 | EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 22,252 | 15.8M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| 332 | Fidelity Blue Chip Growth K6 Fund Fidelity Securities Fund | 22,100 | 19.7M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 333 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 22,053 | 19.6M $ | 0.82 % | as of Apr 30, 2026 · Original filing |
| 334 | T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 22,029 | 15.6M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| 335 | T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 22,011 | 16.4M $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| 336 | Fidelity Worldwide Fund Fidelity Investment Trust | 22,000 | 19.6M $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| 337 | Select Utilities Portfolio Fidelity Select Portfolios | 22,000 | 16.3M $ | 0.40 % | as of Feb 28, 2026 · Original filing |
| 338 | JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 21,864 | 15.5M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| 339 | Skandia Global Exponering Skandia Fonder AB | 21,860 | 147.5M SEK | 0.46 % | as of Mar 31, 2026 · Original filing |
| 340 | AST Large-Cap Equity Portfolio Advanced Series Trust | 21,845 | 15.5M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| 341 | The U.S. Equity Portfolio HC Capital Trust | 21,751 | 15.4M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| 342 | ProShares UltraPro S&P500 ProShares Trust | 21,705 | 16.1M $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| 343 | Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust | 21,698 | 15.4M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 344 | Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 21,664 | 16.1M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| 345 | World Selection Index Fund Northern Funds | 21,636 | 15.3M $ | 0.79 % | as of Mar 31, 2026 · Original filing |
| 346 | VIP Growth Opportunities Portfolio Variable Insurance Products Fund III | 21,500 | 15.2M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 347 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 21,475 | 15.2M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 348 | VANGUARD GLOBAL WELLINGTON FUND VANGUARD WORLD FUND | 21,336 | 15.8M $ | 0.52 % | as of Feb 28, 2026 · Original filing |
| 349 | VOYA U.S. STOCK INDEX PORTFOLIO Voya Investors Trust | 21,330 | 15.1M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| 350 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 21,234 | 18.9M $ | 0.64 % | as of Apr 30, 2026 · Original filing |
| 351 | Global X Dow 30 Covered Call ETF GLOBAL X FUNDS | 21,113 | 18.8M $ | 11.12 % | as of Apr 30, 2026 · Original filing |
| 352 | Shelton Equity Income Fund SHELTON FUNDS | 21,100 | 15.7M $ | 1.48 % | as of Feb 28, 2026 · Original filing |
| 353 | SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST | 21,017 | 15.6M $ | 0.49 % | as of Feb 28, 2026 · Original filing |
| 354 | Tema American Reshoring ETF Tema ETF Trust | 20,862 | 15.5M $ | 5.87 % | as of Feb 28, 2026 · Original filing |
| 355 | BlackRock Sustainable Aware Advantage Large Cap Core Fund BlackRock Funds | 20,842 | 15.5M $ | 1.49 % | as of Feb 28, 2026 · Original filing |
| 356 | iShares U.S. Equity Factor ETF iShares Trust | 20,727 | 18.4M $ | 0.57 % | as of Apr 30, 2026 · Original filing |
| 357 | Variable Portfolio - Partners Core Equity Fund Columbia Funds Variable Series Trust II | 20,643 | 14.6M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| 358 | Franklin Global Allocation Fund Franklin Fund Allocator Series | 20,567 | 14.6M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| 359 | Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 20,537 | 14.5M $ | 0.80 % | as of Mar 31, 2026 · Original filing |
| 360 | BNY Mellon S&P 500 Index Fund BNY MELLON INDEX FUNDS, INC. | 20,150 | 17.9M $ | 0.66 % | as of Apr 30, 2026 · Original filing |
| 361 | State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF SPDR SERIES TRUST | 20,104 | 14.2M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| 362 | AZL S&P 500 Index Fund Allianz Variable Insurance Products Trust | 20,055 | 14.2M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 363 | T. Rowe Price Balanced Fund, Inc. T. Rowe Price Balanced Fund, Inc. | 20,006 | 14.2M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 364 | iShares Dow Jones U.S. ETF iShares Trust | 19,997 | 17.8M $ | 0.62 % | as of Apr 30, 2026 · Original filing |
| 365 | Putnam VT Large Cap Growth Fund Putnam Variable Trust | 19,836 | 14.1M $ | 1.23 % | as of Mar 31, 2026 · Original filing |
| 366 | Columbia Variable Portfolio - Large Cap Index Fund Columbia Funds Variable Series Trust II | 19,270 | 13.7M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| 367 | LargeCap S&P 500 Index Account Principal Variable Contract Funds, Inc | 19,235 | 13.6M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| 368 | Invesco Dorsey Wright Momentum ETF Invesco Exchange-Traded Fund Trust | 19,140 | 17M $ | 1.16 % | as of Apr 30, 2026 · Original filing |
| 369 | Fidelity Enhanced Large Cap Core ETF Fidelity Covington Trust | 18,831 | 13.3M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 370 | iShares Russell Top 200 ETF iShares Trust | 18,799 | 13.3M $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| 371 | ATM Large Cap Managed Volatility Portfolio EQ Advisors Trust | 18,704 | 13.3M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| 372 | Inspire 500 ETF Northern Lights Fund Trust IV | 18,654 | 13.9M $ | 1.97 % | as of Feb 28, 2026 · Original filing |
| 373 | Fidelity Series Blue Chip Growth Fund Fidelity Securities Fund | 18,600 | 16.6M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 374 | CUTLER EQUITY FUND The Cutler Trust | 18,575 | 13.2M $ | 6.17 % | as of Mar 31, 2026 · Original filing |
| 375 | U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 18,556 | 16.5M $ | 0.64 % | as of Apr 30, 2026 · Original filing |
| 376 | Indecap Guide 2 Indecap Fonder AB | 18,352 | 123.9M SEK | 0.37 % | as of Mar 31, 2026 · Original filing |
| 377 | Innovator Equity Managed Floor ETF Innovator ETFs Trust | 18,322 | 16.3M $ | 0.99 % | as of Apr 30, 2026 · Original filing |
| 378 | Destinations Large Cap Equity Fund Brinker Capital Destinations Trust | 18,285 | 13.6M $ | 0.39 % | as of Feb 28, 2026 · Original filing |
| 379 | Zacks Earnings Consistent Portfolio ETF Zacks Trust | 18,207 | 13.5M $ | 4.37 % | as of Feb 28, 2026 · Original filing |
| 380 | iShares Morningstar Value ETF iShares Trust | 18,141 | 16.1M $ | 1.30 % | as of Apr 30, 2026 · Original filing |
| 381 | NVIT BNY Mellon Dynamic U.S. Core Fund Nationwide Variable Insurance Trust | 17,897 | 12.7M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| 382 | THRIVENT LARGE CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 17,613 | 12.5M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 383 | BNY Mellon Dynamic Value ETF BNY Mellon ETF Trust II | 17,588 | 15.7M $ | 1.13 % | as of Apr 30, 2026 · Original filing |
| 384 | Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 17,500 | 13M $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| 385 | Invesco S&P 500 Equal Weight Industrials ETF Invesco Exchange-Traded Fund Trust | 17,468 | 15.5M $ | 1.55 % | as of Apr 30, 2026 · Original filing |
| 386 | T. Rowe Price Dividend Growth ETF T. Rowe Price Exchange-Traded Funds, Inc. | 17,365 | 12.3M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| 387 | Handelsbanken USA Index Criteria Handelsbanken Fonder AB | 17,118 | 115.5M SEK | 0.26 % | as of Mar 31, 2026 · Original filing |
| 388 | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST | 17,081 | 12.1M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| 389 | MM S&P 500 Index Fund MASSMUTUAL SELECT FUNDS | 16,868 | 12M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 390 | THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 16,839 | 11.9M $ | 0.64 % | as of Mar 31, 2026 · Original filing |
| 391 | Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust | 16,478 | 11.7M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 392 | PRIMECAP Odyssey Stock Fund PRIMECAP Odyssey Funds | 16,290 | 14.5M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| 393 | Vident U.S. Equity Strategy ETF ETF Series Solutions | 16,245 | 12.1M $ | 1.67 % | as of Feb 28, 2026 · Original filing |
| 394 | MFS Growth Series MFS VARIABLE INSURANCE TRUST | 16,137 | 11.4M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 395 | BNY Mellon Natural Resources Fund BNY MELLON OPPORTUNITY FUNDS | 16,058 | 11.4M $ | 0.93 % | as of Mar 31, 2026 · Original filing |
| 396 | BlackRock Tactical Opportunities Fund BlackRock Funds | 16,031 | 14.3M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| 397 | iShares Core Dividend ETF iShares Trust | 16,027 | 14.3M $ | 1.06 % | as of Apr 30, 2026 · Original filing |
| 398 | Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 15,806 | 11.7M $ | 0.55 % | as of Feb 28, 2026 · Original filing |
| 399 | Fidelity Quality Factor ETF Fidelity Covington Trust | 15,803 | 14.1M $ | 1.03 % | as of Apr 30, 2026 · Original filing |
| 400 | Domini Impact Equity Fund Domini Investment Trust | 15,720 | 14M $ | 1.20 % | as of Apr 30, 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 |