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 | |
|---|---|---|---|---|---|
| 401 | iShares ESG MSCI USA Leaders ETF iShares Trust | 15,592 | 11.6M $ | 1.12 % | as of Feb 28, 2026 · Original filing |
| 402 | CIBC ATLAS DISCIPLINED EQUITY FUND ADVISORS' INNER CIRCLE FUND | 15,342 | 13.7M $ | 0.92 % | as of Apr 30, 2026 · Original filing |
| 403 | LVIP Nomura Social Awareness Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 15,327 | 10.9M $ | 1.43 % | as of Mar 31, 2026 · Original filing |
| 404 | SIMT Large Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST | 15,203 | 10.8M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| 405 | NYLI S&P 500 Index Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 15,146 | 13.5M $ | 0.66 % | as of Apr 30, 2026 · Original filing |
| 406 | Invesco Dorsey Wright Industrials Momentum ETF Invesco Exchange-Traded Fund Trust | 15,102 | 13.4M $ | 3.33 % | as of Apr 30, 2026 · Original filing |
| 407 | Goldman Sachs Equity Income Fund Goldman Sachs Trust | 15,071 | 11.2M $ | 2.56 % | as of Feb 28, 2026 · Original filing |
| 408 | AQR Managed Futures Strategy Fund AQR Funds | 15,014 | 10.6M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 409 | Deutsche DWS Equity 500 Index Portfolio DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO | 14,989 | 10.6M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 410 | Invesco MSCI North America Climate ETF Invesco Exchange-Traded Fund Trust II | 14,974 | 11.1M $ | 0.90 % | as of Feb 28, 2026 · Original filing |
| 411 | Fidelity Value Factor ETF Fidelity Covington Trust | 14,957 | 13.3M $ | 1.10 % | as of Apr 30, 2026 · Original filing |
| 412 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 14,872 | 13.2M $ | 0.64 % | as of Apr 30, 2026 · Original filing |
| 413 | Victory Growth & Income Fund Victory Portfolios III | 14,862 | 13.2M $ | 0.60 % | as of Apr 30, 2026 · Original filing |
| 414 | LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 14,803 | 10.5M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 415 | VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND | 14,748 | 11M $ | 0.79 % | as of Feb 28, 2026 · Original filing |
| 416 | VIP Industrials Portfolio Variable Insurance Products Fund IV | 14,700 | 10.4M $ | 2.68 % | as of Mar 31, 2026 · Original filing |
| 417 | SA Franklin Systematic U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST | 14,410 | 12.8M $ | 2.20 % | as of Apr 30, 2026 · Original filing |
| 418 | First Trust Large Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 14,247 | 12.7M $ | 1.00 % | as of Apr 30, 2026 · Original filing |
| 419 | Goldman Sachs Large Cap Value Fund Goldman Sachs Trust | 13,984 | 10.4M $ | 2.32 % | as of Feb 28, 2026 · Original filing |
| 420 | Nationwide S&P 500 Index Fund Nationwide Mutual Funds | 13,957 | 12.4M $ | 0.67 % | as of Apr 30, 2026 · Original filing |
| 421 | First Trust Dow 30 Equal Weight ETF First Trust Exchange-Traded Fund | 13,918 | 9.9M $ | 3.42 % | as of Mar 31, 2026 · Original filing |
| 422 | SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 13,907 | 10.3M $ | 0.53 % | as of Feb 28, 2026 · Original filing |
| 423 | THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 13,847 | 9.8M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| 424 | Timothy Plan Large/Mid Cap Growth Fund TIMOTHY PLAN | 13,830 | 9.8M $ | 3.69 % | as of Mar 31, 2026 · Original filing |
| 425 | NVIT BNY Mellon Dynamic U.S. Equity Income Fund Nationwide Variable Insurance Trust | 13,678 | 9.7M $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| 426 | PGIM Quant Solutions Large-Cap Core Fund Prudential Investment Portfolios 9 | 13,500 | 12M $ | 1.19 % | as of Apr 30, 2026 · Original filing |
| 427 | Calamos Growth Fund CALAMOS INVESTMENT TRUST/IL | 13,300 | 11.8M $ | 0.69 % | as of Apr 30, 2026 · Original filing |
| 428 | Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST | 13,225 | 11.8M $ | 1.10 % | as of Apr 30, 2026 · Original filing |
| 429 | iShares ESG Optimized MSCI USA ETF iShares Trust | 13,176 | 11.7M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| 430 | Lysa Global Equity Broad Lysa Fonder AB | 13,025 | 87.9M SEK | 0.42 % | as of Mar 31, 2026 · Original filing |
| 431 | Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 12,978 | 11.6M $ | 1.51 % | as of Apr 30, 2026 · Original filing |
| 432 | EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 12,959 | 9.2M $ | 0.94 % | as of Mar 31, 2026 · Original filing |
| 433 | Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust | 12,936 | 9.2M $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| 434 | Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 12,825 | 11.4M $ | 0.73 % | as of Apr 30, 2026 · Original filing |
| 435 | State Street S&P 500 Index Fund SSGA FUNDS | 12,807 | 9.5M $ | 0.59 % | as of Feb 28, 2026 · Original filing |
| 436 | SFT Index 500 Fund Securian Funds Trust | 12,623 | 8.9M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| 437 | First Trust BuyWrite Income ETF First Trust Exchange-Traded Fund VI | 12,575 | 8.9M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 438 | Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 12,491 | 9.3M $ | 0.90 % | as of Feb 28, 2026 · Original filing |
| 439 | Clearwater Core Equity Fund Clearwater Investment Trust | 12,360 | 8.8M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| 440 | Tema Electrification ETF Tema ETF Trust | 12,149 | 9M $ | 2.04 % | as of Feb 28, 2026 · Original filing |
| 441 | EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust | 12,120 | 8.6M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| 442 | MFS Equity Income Fund MFS SERIES TRUST VII | 11,971 | 10.7M $ | 1.35 % | as of Apr 30, 2026 · Original filing |
| 443 | Fidelity Balanced K6 Fund Fidelity Puritan Trust | 11,927 | 8.9M $ | 0.39 % | as of Feb 28, 2026 · Original filing |
| 444 | Invesco S&P 500 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 11,922 | 8.9M $ | 0.59 % | as of Feb 28, 2026 · Original filing |
| 445 | Handelsbanken Global Momentum Handelsbanken Fonder AB | 11,920 | 80.4M SEK | 2.48 % | as of Mar 31, 2026 · Original filing |
| 446 | ActivePassive U.S. Equity ETF Trust for Professional Managers | 11,884 | 8.8M $ | 0.39 % | as of Feb 28, 2026 · Original filing |
| 447 | PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | 11,872 | 8.4M $ | 0.93 % | as of Mar 31, 2026 · Original filing |
| 448 | Bridge Builder Large Cap Growth Fund Bridge Builder Trust | 11,872 | 8.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 449 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 11,796 | 8.4M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 450 | SIIT DYNAMIC ASSET ALLOCATION FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 11,742 | 8.7M $ | 0.45 % | as of Feb 28, 2026 · Original filing |
| 451 | Global X S&P 500 Catholic Values ETF GLOBAL X FUNDS | 11,663 | 10.4M $ | 0.86 % | as of Apr 30, 2026 · Original filing |
| 452 | PGIM Jennison Value Fund Prudential Investment Portfolios 7 | 11,651 | 8.7M $ | 1.20 % | as of Feb 27, 2026 · Original filing |
| 453 | Growth Portfolio PACIFIC SELECT FUND | 11,616 | 8.2M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 454 | PAYSON TOTAL RETURN FUND FORUM FUNDS | 11,590 | 8.2M $ | 2.89 % | as of Mar 31, 2026 · Original filing |
| 455 | BlackRock Advantage Large Cap Value Fund BlackRock Large Cap Series Funds, Inc. | 11,514 | 8.6M $ | 1.13 % | as of Feb 27, 2026 · Original filing |
| 456 | VIP Total Market Index Portfolio Variable Insurance Products Fund II | 11,470 | 8.1M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| 457 | Transamerica S&P 500 Index VP TRANSAMERICA SERIES TRUST | 11,403 | 8.1M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 458 | Avantis U.S. Equity Fund American Century ETF Trust | 11,371 | 8.4M $ | 0.91 % | as of Feb 28, 2026 · Original filing |
| 459 | Fidelity Blue Chip Growth ETF Fidelity Covington Trust | 11,309 | 10.1M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 460 | iShares Dynamic Equity Active ETF BlackRock ETF Trust | 11,286 | 10M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| 461 | State Street(R) SPDR(R) S&P 500(R) ESG ETF SPDR SERIES TRUST | 11,212 | 7.9M $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| 462 | SPIRIT OF AMERICA LARGE CAP VALUE FUND Spirit of America Investment Fund, Inc. | 11,190 | 7.9M $ | 3.82 % | as of Mar 31, 2026 · Original filing |
| 463 | Nationwide BNY Mellon Dynamic U.S. Core Fund Nationwide Mutual Funds | 11,132 | 9.9M $ | 0.62 % | as of Apr 30, 2026 · Original filing |
| 464 | Allspring Index Fund ALLSPRING FUNDS TRUST | 11,117 | 7.9M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| 465 | PSF PGIM 50/50 Balanced Portfolio Prudential Series Fund | 11,060 | 7.8M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 466 | Federated Hermes MDT Large Cap Value Fund Federated Hermes Adviser Series | 10,767 | 9.6M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| 467 | LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 10,705 | 7.6M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| 468 | Diversified Equity Master Portfolio Master Investment Portfolio | 10,652 | 7.5M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 469 | Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF Pacer Funds Trust | 10,600 | 9.4M $ | 0.60 % | as of Apr 30, 2026 · Original filing |
| 470 | First Trust Industrials/Producer Durables AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 10,534 | 9.4M $ | 1.34 % | as of Apr 30, 2026 · Original filing |
| 471 | SIIT LARGE CAP DISCIPLINED EQUITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 10,517 | 7.8M $ | 0.56 % | as of Feb 28, 2026 · Original filing |
| 472 | SA Large Cap Growth Index Portfolio SUNAMERICA SERIES TRUST | 10,515 | 9.4M $ | 1.24 % | as of Apr 30, 2026 · Original filing |
| 473 | THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 10,424 | 9.3M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 474 | American Beacon Large Cap Value Fund AMERICAN BEACON FUNDS | 10,415 | 9.3M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| 475 | ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND ALGER INSTITUTIONAL FUNDS | 10,340 | 9.2M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| 476 | BNY Mellon Institutional S&P 500 Stock Index Fund BNY Mellon Investment Funds IV, Inc. | 10,205 | 9.1M $ | 0.66 % | as of Apr 30, 2026 · Original filing |
| 477 | THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 10,165 | 9M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| 478 | FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 10,164 | 9M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| 479 | ETC 6 Meridian Hedged Equity-Index Option Strategy ETF EXCHANGE TRADED CONCEPTS TRUST | 10,154 | 7.5M $ | 1.36 % | as of Feb 28, 2026 · Original filing |
| 480 | EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust | 10,142 | 7.2M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| 481 | Fidelity Dividend ETF for Rising Rates Fidelity Covington Trust | 10,097 | 9M $ | 1.31 % | as of Apr 30, 2026 · Original filing |
| 482 | Schwab Dividend Equity Fund SCHWAB CAPITAL TRUST | 10,000 | 8.9M $ | 1.41 % | as of Apr 30, 2026 · Original filing |
| 483 | Nationwide BNY Mellon Dynamic U.S. Equity Income Fund Nationwide Mutual Funds | 9,967 | 8.9M $ | 1.09 % | as of Apr 30, 2026 · Original filing |
| 484 | Victory Value Fund Victory Portfolios III | 9,833 | 8.8M $ | 0.61 % | as of Apr 30, 2026 · Original filing |
| 485 | iShares U.S. Carbon Transition Readiness Aware Active ETF BlackRock ETF Trust | 9,817 | 8.7M $ | 0.61 % | as of Apr 30, 2026 · Original filing |
| 486 | EQ/Capital Group Research Portfolio EQ Advisors Trust | 9,772 | 6.9M $ | 1.04 % | as of Mar 31, 2026 · Original filing |
| 487 | VANGUARD GLOBAL MINIMUM VOLATILITY FUND VANGUARD WHITEHALL FUNDS | 9,738 | 8.7M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| 488 | SIMT Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 9,610 | 6.8M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| 489 | Fidelity Momentum Factor ETF Fidelity Covington Trust | 9,575 | 8.5M $ | 1.01 % | as of Apr 30, 2026 · Original filing |
| 490 | Muirfield Fund Meeder Funds | 9,574 | 6.8M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| 491 | Invesco Dow Jones Industrial Average Dividend ETF Invesco Exchange-Traded Fund Trust | 9,568 | 8.5M $ | 1.87 % | as of Apr 30, 2026 · Original filing |
| 492 | Brookstone Growth Stock ETF Northern Lights Fund Trust IV | 9,482 | 7M $ | 5.61 % | as of Feb 28, 2026 · Original filing |
| 493 | TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 9,449 | 6.7M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| 494 | Dividend Growth Portfolio PACIFIC SELECT FUND | 9,400 | 6.7M $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| 495 | MFS Blended Research Value Equity Fund MFS SERIES TRUST X | 9,386 | 7M $ | 2.14 % | as of Feb 28, 2026 · Original filing |
| 496 | JPMorgan U.S. Large Cap Core Plus Fund JPMorgan Trust I | 9,342 | 6.6M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 497 | THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 9,321 | 8.3M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 498 | Optimum Large Cap Value Fund Optimum Fund Trust | 9,314 | 6.6M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| 499 | AST Multi-Asset Diversified Portfolio Advanced Series Trust | 9,300 | 6.6M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 500 | WisdomTree U.S. Efficient Core Fund WisdomTree Trust | 9,164 | 6.5M $ | 0.54 % | 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 |