As of the latest SEC filings, CATERPILLAR INC (CAT) is held by 1,159 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $10,467,277,585.86 in market value, representing 0.53% of its portfolio.
Funds holding CATERPILLAR INC (CAT)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CAT
- CIK:
- 0000018230
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.53% | $10,467,277,585.86 | 14,774,691 | Mar 31, 2026 | May 28, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.59% | $8,375,959,634.20 | 11,822,770 | Mar 31, 2026 | May 28, 2026 |
|
DIA
SPDR Dow Jones Industrial Average ETF Trust
|
ETF | State Street (SPDR) | 11.03% | $4,713,441,318.17 | 5,295,347 | Apr 30, 2026 | Jun 25, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.59% | $4,424,021,375.73 | 5,955,631 | Feb 28, 2026 | Apr 24, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.59% | $4,239,253,192.68 | 5,983,758 | Mar 31, 2026 | May 28, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.59% | $3,839,327,522.68 | 5,419,258 | Mar 31, 2026 | May 28, 2026 |
|
VIVAX
VANGUARD VALUE INDEX FUND
|
ETF | Vanguard | 1.35% | $3,049,027,640.40 | 4,303,740 | Mar 31, 2026 | May 28, 2026 |
|
CWMAX
Washington Mutual Investors Fund
|
MF | Capital Group / American Funds | 1.12% | $2,400,307,120.51 | 2,696,641 | Apr 30, 2026 | Jun 26, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 1.87% | $2,325,117,748.59 | 2,612,169 | Apr 30, 2026 | Jun 26, 2026 |
|
VIIIX
VANGUARD INSTITUTIONAL INDEX FUND
|
MF | Vanguard | 0.59% | $1,858,633,474.64 | 2,623,484 | Mar 31, 2026 | May 28, 2026 |
|
XLI
State Street(R) Industrial Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 6.53% | $1,849,164,906.74 | 2,610,119 | Mar 31, 2026 | May 28, 2026 |
|
AGTHX
Growth Fund of America
|
MF | Capital Group / American Funds | 0.50% | $1,626,822,213.39 | 2,190,033 | Feb 28, 2026 | Apr 27, 2026 |
|
VHYAX
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
ETF | Vanguard | 1.72% | $1,624,192,618.10 | 1,824,710 | Apr 30, 2026 | Jun 26, 2026 |
|
QUAL
iShares MSCI USA Quality Factor ETF
|
ETF | BlackRock / iShares | 2.52% | $1,260,587,133.65 | 1,416,215 | Apr 30, 2026 | Jun 25, 2026 |
|
SWPPX
Schwab S&P 500 Index Fund
|
MF | Charles Schwab | 0.67% | $918,715,465.07 | 1,032,137 | Apr 30, 2026 | Jun 25, 2026 |
|
VWELX
VANGUARD WELLINGTON FUND
|
MF | Vanguard | 0.68% | $820,507,733.10 | 1,104,570 | Feb 28, 2026 | Apr 28, 2026 |
|
MTUM
iShares MSCI USA Momentum Factor ETF
|
ETF | BlackRock / iShares | 3.21% | $775,401,524.30 | 871,130 | Apr 30, 2026 | Jun 25, 2026 |
|
CMLAX
American Mutual Fund
|
MF | Independent / Boutique | 0.62% | $709,683,812.89 | 797,299 | Apr 30, 2026 | Jun 26, 2026 |
|
SPLG
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
|
ETF | State Street (SPDR) | 0.59% | $693,082,875.70 | 978,295 | Mar 31, 2026 | May 28, 2026 |
|
IVW
iShares S&P 500 Growth ETF
|
ETF | BlackRock / iShares | 1.14% | $692,720,144.18 | 977,783 | Mar 31, 2026 | May 26, 2026 |
|
VDIGX
VANGUARD DIVIDEND GROWTH FUND
|
MF | Vanguard | 1.85% | $684,217,765.79 | 768,689 | Apr 30, 2026 | Jun 26, 2026 |
|
IWD
iShares Russell 1000 Value ETF
|
ETF | BlackRock / iShares | 0.95% | $660,615,570.82 | 932,467 | Mar 31, 2026 | May 22, 2026 |
|
SPHQ
Invesco S&P 500 Quality ETF
|
ETF | Invesco | 3.78% | $652,212,970.63 | 732,733 | Apr 30, 2026 | Jun 26, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.52% | $650,040,876.21 | 875,087 | Feb 28, 2026 | Apr 24, 2026 |
|
CLBAX
American Balanced Fund
|
MF | Independent / Boutique | 0.21% | $566,768,000.00 | 800,000 | Mar 31, 2026 | May 28, 2026 |
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