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 | |
|---|---|---|---|---|---|
| 501 | Gotham Enhanced 500 ETF Tidal Trust I | 9,153 | 6.5M $ | 1.04 % | as of Mar 31, 2026 · Original filing |
| 502 | WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 9,150 | 6.5M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 503 | BlackRock Global Allocation V.I. Fund BlackRock Variable Series Funds, Inc. | 9,138 | 6.5M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 504 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 9,138 | 6.5M $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| 505 | Schwab Large-Cap Growth Fund SCHWAB CAPITAL TRUST | 9,110 | 8.1M $ | 1.37 % | as of Apr 30, 2026 · Original filing |
| 506 | AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 9,090 | 6.4M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| 507 | Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 9,075 | 6.7M $ | 0.58 % | as of Feb 28, 2026 · Original filing |
| 508 | iShares Morningstar U.S. Equity ETF iShares Trust | 9,055 | 8.1M $ | 0.66 % | as of Apr 30, 2026 · Original filing |
| 509 | Dimensional US Large Cap Vector ETF Dimensional ETF Trust | 9,051 | 8.1M $ | 1.66 % | as of Apr 30, 2026 · Original filing |
| 510 | State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 8,934 | 6.3M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 511 | SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | 8,868 | 6.3M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| 512 | ALPS | OShares U.S. Quality Dividend ETF ALPS ETF TRUST | 8,866 | 6.6M $ | 0.83 % | as of Feb 28, 2026 · Original filing |
| 513 | Invesco RAFI Strategic US ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 8,864 | 6.6M $ | 0.89 % | as of Feb 28, 2026 · Original filing |
| 514 | Global Atlantic BlackRock Disciplined Core Portfolio Forethought Variable Insurance Trust | 8,846 | 6.3M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| 515 | BlackRock Capital Appreciation Portfolio BlackRock Series Fund, Inc. | 8,794 | 6.2M $ | 2.71 % | as of Mar 31, 2026 · Original filing |
| 516 | SA Columbia Focused Value Portfolio SEASONS SERIES TRUST | 8,762 | 6.2M $ | 2.02 % | as of Mar 31, 2026 · Original filing |
| 517 | ETC 6 Meridian Mega Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST | 8,754 | 6.5M $ | 1.40 % | as of Feb 28, 2026 · Original filing |
| 518 | BlackRock Large Cap Focus Growth V.I. Fund BlackRock Variable Series Funds, Inc. | 8,677 | 6.1M $ | 2.68 % | as of Mar 31, 2026 · Original filing |
| 519 | Invesco V.I. Discovery Large Cap Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 8,663 | 6.1M $ | 1.50 % | as of Mar 31, 2026 · Original filing |
| 520 | Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST | 8,635 | 7.7M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 521 | iShares U.S. Large Cap Premium Income Active ETF BlackRock ETF Trust | 8,594 | 6.1M $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| 522 | JAMES BALANCED: GOLDEN RAINBOW FUND JAMES ADVANTAGE FUNDS | 8,592 | 6.1M $ | 1.50 % | as of Mar 31, 2026 · Original filing |
| 523 | Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust | 8,571 | 6.4M $ | 0.79 % | as of Feb 28, 2026 · Original filing |
| 524 | Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. | 8,526 | 6M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| 525 | Franklin Global Equity Fund Legg Mason Partners Investment Trust | 8,510 | 7.6M $ | 1.28 % | as of Apr 30, 2026 · Original filing |
| 526 | Goldman Sachs Variable Insurance Trust Large Cap Value Fund Goldman Sachs Variable Insurance Trust | 8,469 | 6M $ | 2.35 % | as of Mar 31, 2026 · Original filing |
| 527 | SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST | 8,434 | 6M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| 528 | First Trust Nasdaq BuyWrite Income ETF First Trust Exchange-Traded Fund VI | 8,387 | 5.9M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| 529 | Goldman Sachs ActiveBeta World Equity ETF Goldman Sachs ETF Trust | 8,373 | 6.2M $ | 0.39 % | as of Feb 28, 2026 · Original filing |
| 530 | ProShares S&P 500 High Income ETF ProShares Trust | 8,323 | 6.2M $ | 0.51 % | as of Feb 28, 2026 · Original filing |
| 531 | The Institutional U.S. Equity Portfolio HC Capital Trust | 8,271 | 5.9M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 532 | AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust | 8,201 | 5.8M $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| 533 | Xtrackers MSCI USA Selection Equity ETF DBX ETF Trust | 8,198 | 6.1M $ | 1.12 % | as of Feb 27, 2026 · Original filing |
| 534 | Old Westbury Total Equity Fund Old Westbury Funds Inc | 8,160 | 7.3M $ | 0.62 % | as of Apr 30, 2026 · Original filing |
| 535 | T. Rowe Price Global Industrials Fund T. ROWE PRICE INTERNATIONAL FUNDS, INC. | 8,089 | 5.7M $ | 3.72 % | as of Mar 31, 2026 · Original filing |
| 536 | Skandia Nordamerika Exponering Skandia Fonder AB | 8,080 | 54.5M SEK | 0.59 % | as of Mar 31, 2026 · Original filing |
| 537 | Invesco MSCI Global Climate 500 ETF Invesco Exchange-Traded Fund Trust II | 8,060 | 7.2M $ | 0.48 % | as of Apr 30, 2026 · Original filing |
| 538 | T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 8,027 | 6M $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| 539 | WisdomTree U.S. LargeCap Fund WisdomTree Trust | 8,007 | 5.7M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| 540 | The Gabelli Growth Fund Gabelli Growth Fund | 8,000 | 5.7M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| 541 | FlexShares US Quality Large Cap Index Fund FlexShares Trust | 7,980 | 7.1M $ | 0.79 % | as of Apr 30, 2026 · Original filing |
| 542 | U.S. Strategic Equity Fund RUSSELL INVESTMENT CO | 7,958 | 7.1M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 543 | Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III | 7,926 | 5.9M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| 544 | PGIM Jennison Focused Value Fund Prudential Investment Portfolios, Inc. | 7,925 | 5.6M $ | 1.92 % | as of Mar 31, 2026 · Original filing |
| 545 | State Street(R) SPDR(R) Global Dow ETF SPDR SERIES TRUST | 7,924 | 5.6M $ | 1.04 % | as of Mar 31, 2026 · Original filing |
| 546 | Calamos Hedged Equity Fund CALAMOS INVESTMENT TRUST/IL | 7,884 | 7M $ | 0.83 % | as of Apr 30, 2026 · Original filing |
| 547 | Horizon Defined Risk Fund Horizon Funds | 7,875 | 5.8M $ | 0.59 % | as of Feb 28, 2026 · Original filing |
| 548 | Neuberger Core Equity ETF Neuberger Berman ETF Trust | 7,866 | 5.8M $ | 0.66 % | as of Feb 28, 2026 · Original filing |
| 549 | John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust | 7,836 | 5.6M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| 550 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 7,808 | 5.5M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 551 | TCW Transform 500 ETF TCW ETF Trust | 7,738 | 6.9M $ | 0.66 % | as of Apr 30, 2026 · Original filing |
| 552 | Goldman Sachs Strategic Factor Allocation Fund GOLDMAN SACHS TRUST | 7,648 | 5.7M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| 553 | PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. | 7,592 | 5.6M $ | 0.51 % | as of Feb 27, 2026 · Original filing |
| 554 | Shelton Equity Premium Income ETF SCM Trust | 7,579 | 5.4M $ | 5.55 % | as of Mar 31, 2026 · Original filing |
| 555 | Eventide High Dividend ETF Strategy Shares | 7,575 | 6.7M $ | 3.05 % | as of Apr 30, 2026 · Original filing |
| 556 | THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 7,554 | 6.7M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 557 | Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust | 7,521 | 6.7M $ | 0.97 % | as of Apr 30, 2026 · Original filing |
| 558 | T. Rowe Price Global Growth Stock Fund T. ROWE PRICE INTERNATIONAL FUNDS, INC. | 7,455 | 6.6M $ | 0.65 % | as of Apr 30, 2026 · Original filing |
| 559 | Penn Series Index 500 Fund Penn Series Funds Inc | 7,454 | 5.3M $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| 560 | Total Stock Market Index Trust John Hancock Variable Insurance Trust | 7,372 | 5.2M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| 561 | Parametric Volatility Risk Premium - Defensive Fund Eaton Vance Mutual Funds Trust | 7,313 | 6.5M $ | 0.48 % | as of Apr 30, 2026 · Original filing |
| 562 | SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST | 7,252 | 5.1M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| 563 | Value Equity Index Fund GuideStone Funds | 7,186 | 5.1M $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| 564 | Franklin U.S. Large Cap Equity Fund Legg Mason Partners Investment Trust | 6,993 | 5.2M $ | 1.11 % | as of Feb 27, 2026 · Original filing |
| 565 | MFS Blended Research Core Equity Fund MFS SERIES TRUST XI | 6,955 | 4.9M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 566 | First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 6,937 | 6.2M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| 567 | AQR Managed Futures Strategy HV Fund AQR Funds | 6,921 | 4.9M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 568 | Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 6,892 | 4.9M $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| 569 | Disciplined Value Fund American Century Quantitative Equity Funds, Inc. | 6,856 | 4.9M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 570 | SA Franklin Systematic U.S. Large Cap Core Portfolio SUNAMERICA SERIES TRUST | 6,822 | 6.1M $ | 1.82 % | as of Apr 30, 2026 · Original filing |
| 571 | PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 | 6,736 | 4.8M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| 572 | Harbor Human Capital Factor US Large Cap ETF Harbor ETF Trust | 6,734 | 6M $ | 1.28 % | as of Apr 30, 2026 · Original filing |
| 573 | AQR Large Cap Momentum Style Fund AQR Funds | 6,582 | 4.7M $ | 0.82 % | as of Mar 31, 2026 · Original filing |
| 574 | Victory Pioneer Disciplined Value Fund Victory Portfolios IV | 6,531 | 4.9M $ | 1.14 % | as of Feb 28, 2026 · Original filing |
| 575 | BlackRock Multi-Asset Income Portfolio BlackRock Funds II | 6,505 | 5.8M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 576 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 6,473 | 4.6M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| 577 | Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 6,470 | 4.6M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| 578 | MML Invesco Discovery Large Cap Fund MML Series Investment Fund II | 6,435 | 4.6M $ | 1.47 % | as of Mar 31, 2026 · Original filing |
| 579 | DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 6,427 | 4.6M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| 580 | Fidelity Stock Selector Large Cap Value Fund Fidelity Devonshire Trust | 6,300 | 5.6M $ | 0.71 % | as of Apr 30, 2026 · Original filing |
| 581 | North Country Large Cap Equity Fund North Country Funds | 6,300 | 4.7M $ | 3.86 % | as of Feb 28, 2026 · Original filing |
| 582 | Fidelity Advisor Diversified Stock Fund Fidelity Destiny Portfolios | 6,300 | 4.5M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 583 | Dynamic Allocation Fund Meeder Funds | 6,286 | 4.5M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| 584 | THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 6,247 | 4.4M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 585 | EQ/Invesco Comstock Portfolio EQ Advisors Trust | 6,211 | 4.4M $ | 1.35 % | as of Mar 31, 2026 · Original filing |
| 586 | PGIM Balanced Fund Prudential Investment Portfolios, Inc. | 6,200 | 4.4M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| 587 | BlackRock Advantage Large Cap Growth Fund BlackRock Funds | 6,197 | 4.6M $ | 0.28 % | as of Feb 27, 2026 · Original filing |
| 588 | Knights of Columbus Large Cap Growth Fund ADVISORS' INNER CIRCLE III | 6,161 | 5.5M $ | 1.66 % | as of Apr 30, 2026 · Original filing |
| 589 | Fidelity Telecom and Utilities Fund Fidelity Select Portfolios | 6,100 | 5.4M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| 590 | Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust | 6,067 | 4.3M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 591 | Franklin Templeton SMACS Series E Franklin Strategic Series | 6,000 | 4.5M $ | 0.84 % | as of Feb 28, 2026 · Original filing |
| 592 | The Gabelli Equity Income Fund Gabelli Equity Series Funds Inc | 6,000 | 4.3M $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| 593 | Myriad Dynamic Asset Allocation ETF Series Portfolios Trust | 5,978 | 4.2M $ | 1.11 % | as of Mar 31, 2026 · Original filing |
| 594 | Nuveen Winslow Large-Cap Growth ESG Fund Nuveen Investment Trust II | 5,950 | 5.3M $ | 0.62 % | as of Apr 30, 2026 · Original filing |
| 595 | Victory Capital Growth Fund Victory Portfolios III | 5,941 | 5.3M $ | 0.48 % | as of Apr 30, 2026 · Original filing |
| 596 | JNL/BlackRock Global Allocation Fund JNL Series Trust | 5,872 | 4.2M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 597 | T. Rowe Price All-Cap Opportunities Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 5,868 | 4.2M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| 598 | Aptus Drawdown Managed Equity ETF ETF Series Solutions | 5,841 | 5.2M $ | 1.96 % | as of Apr 30, 2026 · Original filing |
| 599 | Zacks Dividend Fund Zacks Trust | 5,833 | 4.3M $ | 3.17 % | as of Feb 28, 2026 · Original filing |
| 600 | Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST | 5,717 | 4.1M $ | 0.35 % | 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 |