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 | |
|---|---|---|---|---|---|
| 801 | Horizon Expedition Plus ETF Horizon Funds | 1,691 | 1.3M $ | 0.99 % | as of Feb 28, 2026 · Original filing |
| 802 | Direxion HCM Tactical Enhanced US ETF Direxion Shares ETF Trust | 1,650 | 1.5M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| 803 | Defiance Large Cap Ex-mag 7 ETF Tidal Trust II | 1,638 | 1.2M $ | 0.86 % | as of Feb 28, 2026 · Original filing |
| 804 | Rational Equity Armor Fund Mutual Fund & Variable Insurance Trust | 1,636 | 1.2M $ | 2.01 % | as of Mar 31, 2026 · Original filing |
| 805 | Franklin Allocation VIP Fund Franklin Templeton Variable Insurance Products Trust | 1,629 | 1.2M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 806 | Swedbank Robur Access Edge USA Swedbank Robur Fonder AB | 1,614 | 10.9M SEK | 0.79 % | as of Mar 31, 2026 · Original filing |
| 807 | NVIT Fidelity Institutional AM Worldwide Fund Nationwide Variable Insurance Trust | 1,605 | 1.1M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 808 | Fidelity Infrastructure Fund Fidelity Investment Trust | 1,600 | 1.4M $ | 0.88 % | as of Apr 30, 2026 · Original filing |
| 809 | Mohr Company NAV ETF Collaborative Investment Series Trust | 1,598 | 1.1M $ | 3.37 % | as of Mar 31, 2026 · Original filing |
| 810 | Alger AI Enablers & Adopters ETF Alger ETF Trust | 1,586 | 1.1M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| 811 | Horizon Equity Premium Income Fund Horizon Funds | 1,582 | 1.2M $ | 0.77 % | as of Feb 28, 2026 · Original filing |
| 812 | Hartford Multifactor US Equity ETF Lattice Strategies Trust | 1,580 | 1.4M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 813 | Venerable US Large Cap Core Equity Fund Venerable Variable Insurance Trust | 1,572 | 1.1M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 814 | Abacus FCF Real Assets Leaders ETF Abacus FCF ETF Trust | 1,566 | 1.4M $ | 1.63 % | as of Apr 30, 2026 · Original filing |
| 815 | Avantis U.S. Quality ETF American Century ETF Trust | 1,564 | 1.2M $ | 0.60 % | as of Feb 28, 2026 · Original filing |
| 816 | State Street S&P 500 Index V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,564 | 1.1M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 817 | Direxion Daily S&P 500 Bull 2X Shares Direxion Shares ETF Trust | 1,561 | 1.4M $ | 0.61 % | as of Apr 30, 2026 · Original filing |
| 818 | MFS Blended Research Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II | 1,561 | 1.1M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 819 | AMERICAN GROWTH FUND Series One AMERICAN GROWTH FUND INC | 1,560 | 1.4M $ | 6.48 % | as of Apr 30, 2026 · Original filing |
| 820 | Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST | 1,543 | 1.1M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 821 | Fundstrat Granny Shots Us Large Cap & Income ETF Tidal Trust III | 1,536 | 1.4M $ | 2.77 % | as of Apr 30, 2026 · Original filing |
| 822 | AST Quantitative Modeling Portfolio Advanced Series Trust | 1,535 | 1.1M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 823 | Invesco S&P 500 Equal Weight Income Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust | 1,534 | 1.4M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 824 | AVIP BlackRock Advantage Large Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 1,534 | 1.1M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 825 | PGIM Quant Solutions Large-Cap Value Fund Prudential Investment Portfolios 3 | 1,520 | 1.1M $ | 0.44 % | as of Feb 27, 2026 · Original filing |
| 826 | Innovator Equity Managed 100 Buffer ETF Innovator ETFs Trust | 1,491 | 1.3M $ | 1.07 % | as of Apr 30, 2026 · Original filing |
| 827 | 1290 SmartBeta Equity Fund 1290 Funds | 1,489 | 1.3M $ | 0.48 % | as of Apr 30, 2026 · Original filing |
| 828 | THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,479 | 1M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 829 | Relative Strength Managed Volatility Strategy ETF Listed Funds Trust | 1,473 | 1M $ | 3.61 % | as of Mar 31, 2026 · Original filing |
| 830 | Hartford Climate Opportunities Fund HARTFORD MUTUAL FUNDS, INC | 1,471 | 1.3M $ | 1.02 % | as of Apr 30, 2026 · Original filing |
| 831 | State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS | 1,464 | 1M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| 832 | SGI U.S. Large Cap Core ETF RBB Fund, Inc. | 1,460 | 1.1M $ | 0.70 % | as of Feb 28, 2026 · Original filing |
| 833 | American Century U.S. Quality Value ETF American Century ETF Trust | 1,453 | 1.1M $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| 834 | T. Rowe Price Integrated U.S. Large-Cap Value Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 1,450 | 1M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| 835 | Parametric Hedged Equity ETF Morgan Stanley ETF Trust | 1,450 | 1M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| 836 | Horizon Digital Frontier ETF Horizon Funds | 1,438 | 1.1M $ | 1.23 % | as of Feb 28, 2026 · Original filing |
| 837 | ALPS Active Equity Opportunity ETF ALPS ETF TRUST | 1,434 | 1.1M $ | 3.78 % | as of Feb 28, 2026 · Original filing |
| 838 | Hilton Tactical Income Fund Direxion Funds | 1,430 | 1.1M $ | 0.78 % | as of Feb 28, 2026 · Original filing |
| 839 | Schroders Global Multi-Asset Portfolio Brighthouse Funds Trust I | 1,424 | 1M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 840 | Monetta Fund MONETTA TRUST | 1,400 | 991.8K $ | 1.08 % | as of Mar 31, 2026 · Original filing |
| 841 | iShares Texas Equity ETF iShares Trust | 1,399 | 991.1K $ | 6.26 % | as of Mar 31, 2026 · Original filing |
| 842 | Growth Equity Index Fund GuideStone Funds | 1,393 | 986.9K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 843 | Victory Cornerstone Aggressive Fund Victory Portfolios III | 1,386 | 1M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| 844 | Goldman Sachs Global Managed Beta Fund GOLDMAN SACHS TRUST | 1,377 | 1M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 845 | Victory Cornerstone Moderately Conservative Fund Victory Portfolios III | 1,373 | 1M $ | 0.52 % | as of Feb 28, 2026 · Original filing |
| 846 | MOA ALL AMERICA FUND MoA Funds Corp | 1,371 | 971.3K $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 847 | iShares MSCI Kokusai ETF iShares Trust | 1,370 | 1.2M $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| 848 | THRIVENT ALL CAP PORTFOLIO Thrivent Series Fund, Inc. | 1,345 | 952.9K $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| 849 | Capital Income Builder AMERICAN FUNDS INSURANCE SERIES | 1,337 | 947.2K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 850 | BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND Ultimus Managers Trust | 1,333 | 990.2K $ | 0.42 % | as of Feb 28, 2026 · Original filing |
| 851 | VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II | 1,328 | 940.8K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 852 | Vistashares Target 15 Usa Quality Income ETF Tidal Trust III | 1,323 | 1.2M $ | 6.65 % | as of Apr 30, 2026 · Original filing |
| 853 | Horizon Active Asset Allocation Fund Horizon Funds | 1,323 | 982.8K $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| 854 | Nova Fund Rydex Series Funds | 1,318 | 933.8K $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| 855 | Invesco Income Advantage U.S. Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 1,311 | 973.9K $ | 0.47 % | as of Feb 28, 2026 · Original filing |
| 856 | DWS Core Equity VIP DEUTSCHE DWS VARIABLE SERIES I | 1,304 | 923.8K $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| 857 | PGIM Income Builder Fund Prudential Investment Portfolios 16 | 1,302 | 1.2M $ | 0.45 % | as of Apr 30, 2026 · Original filing |
| 858 | Destinations Shelter Fund Brinker Capital Destinations Trust | 1,300 | 965.7K $ | 1.05 % | as of Feb 28, 2026 · Original filing |
| 859 | SIIT LARGE CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 1,298 | 964.2K $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 860 | CONNORS HEDGED EQUITY FUND Connors Funds | 1,295 | 962K $ | 1.58 % | as of Feb 28, 2026 · Original filing |
| 861 | SA Multi-Managed Large Cap Growth Portfolio SEASONS SERIES TRUST | 1,292 | 915.3K $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| 862 | AZL Fidelity Institutional Asset Management Multi-Strategy Fund Allianz Variable Insurance Products Trust | 1,291 | 914.6K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 863 | DF Tactical 30 ETF Northern Lights Fund Trust | 1,291 | 914.6K $ | 3.30 % | as of Mar 31, 2026 · Original filing |
| 864 | Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 1,285 | 910.4K $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 865 | S&P 500 2x Strategy Fund Rydex Dynamic Funds | 1,261 | 893.4K $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| 866 | Zacks All-Cap Core Fund Zacks Trust | 1,257 | 933.7K $ | 2.66 % | as of Feb 28, 2026 · Original filing |
| 867 | The Texas Fund Monteagle Funds | 1,250 | 928.5K $ | 4.83 % | as of Feb 28, 2026 · Original filing |
| 868 | AUXIER FOCUS FUND FORUM FUNDS | 1,240 | 878.5K $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 869 | EQ/Invesco Moderate Growth Allocation Portfolio EQ Advisors Trust | 1,240 | 878.5K $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 870 | CYBER HORNET S&P 500 Index Funds | 1,235 | 874.9K $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 871 | Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 1,232 | 872.8K $ | 0.94 % | as of Mar 31, 2026 · Original filing |
| 872 | Putnam Focused Large Cap Growth ETF Putnam ETF Trust | 1,229 | 912.9K $ | 1.41 % | as of Feb 27, 2026 · Original filing |
| 873 | One Global ETF NORTHERN LIGHTS FUND TRUST II | 1,212 | 900.3K $ | 0.98 % | as of Feb 28, 2026 · Original filing |
| 874 | LSV Conservative Value Equity Fund ADVISORS' INNER CIRCLE FUND | 1,200 | 1.1M $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| 875 | VIP Utilities Portfolio Variable Insurance Products Fund IV | 1,200 | 850.2K $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 876 | FlexShares ESG & Climate US Large Cap Core Index Fund FlexShares Trust | 1,197 | 1.1M $ | 0.96 % | as of Apr 30, 2026 · Original filing |
| 877 | First Trust Dorsey Wright Momentum & Low Volatility ETF First Trust Exchange-Traded Fund VI | 1,192 | 844.5K $ | 1.22 % | as of Mar 31, 2026 · Original filing |
| 878 | iShares MSCI USA Size Factor ETF iShares Trust | 1,179 | 1M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| 879 | Catholic Responsible Investments Multi-Style US Equity Fund Catholic Responsible Investments Funds | 1,168 | 1M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 880 | American Funds Global Balanced Fund AMERICAN FUNDS INSURANCE SERIES | 1,168 | 827.5K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 881 | Allspring Disciplined Large Cap Portfolio ALLSPRING MASTER TRUST | 1,161 | 1M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| 882 | 1290 Avantis U.S. Large Cap Growth Fund 1290 Funds | 1,148 | 1M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| 883 | Eaton Vance All Asset Strategy Fund Eaton Vance Growth Trust | 1,148 | 852.8K $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| 884 | THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 1,147 | 1M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 885 | Barrons 400 ETF ALPS ETF TRUST | 1,147 | 852K $ | 0.41 % | as of Feb 28, 2026 · Original filing |
| 886 | Handelsbanken Global Index Core Handelsbanken Fonder AB | 1,111 | 7.5M SEK | 0.43 % | as of Mar 31, 2026 · Original filing |
| 887 | Länsförsäkringar Sparmål 2025 Länsförsäkringar Fondförvaltning AB | 1,111 | 7.5M SEK | 0.07 % | as of Mar 31, 2026 · Original filing |
| 888 | Tortoise AI Infrastructure ETF Tortoise Capital Series Trust | 1,108 | 823.1K $ | 1.04 % | as of Feb 28, 2026 · Original filing |
| 889 | AZL Russell 1000 Growth Index Fund Allianz Variable Insurance Products Trust | 1,102 | 780.7K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 890 | THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds | 1,093 | 972.9K $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 891 | Global X Adaptive U.S. Risk Management ETF GLOBAL X FUNDS | 1,089 | 808.9K $ | 0.58 % | as of Feb 28, 2026 · Original filing |
| 892 | QRAFT AI-Enhanced U.S. Large Cap Momentum ETF Exchange Listed Funds Trust | 1,088 | 968.4K $ | 3.17 % | as of Apr 30, 2026 · Original filing |
| 893 | Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC | 1,052 | 745.3K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 894 | INDUSTRIALS ULTRASECTOR PROFUND ProFunds | 1,045 | 930.2K $ | 9.81 % | as of Apr 30, 2026 · Original filing |
| 895 | Overlay A Portfolio BERNSTEIN SANFORD C FUND INC | 1,044 | 739.6K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 896 | BNY Mellon Balanced Opportunity Fund BNY Mellon Investment Funds VI | 1,042 | 774K $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| 897 | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF DBX ETF Trust | 1,042 | 774K $ | 1.06 % | as of Feb 27, 2026 · Original filing |
| 898 | S&P 500 Fund Rydex Series Funds | 1,039 | 736.1K $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| 899 | Fidelity Strategic Dividend and Income Fund Fidelity Salem Street Trust | 1,025 | 761.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 900 | VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II | 1,019 | 721.9K $ | 0.18 % | 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 |