CAT
Caterpillar IncCompany with tickers: CAT
CIK
18230
CUSIP
149123101
Shares Outstanding
460,591,983
13F Activity (30d)
1212 filings
1137 filers
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding CAT
33 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported |
|---|---|---|---|---|---|---|
| State Street(R) SPDR(R) S&P 500(R) ETF Trust | SPY | 5,419,258 | $3,839,327,523 | 0.59% | Long | 2026-03-31 |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | DIA | 5,479,967 | $3,602,311,107 | 8.27% | Long | 2026-01-31 |
| Nuveen S&P 500 Dynamic Overwrite Fund | SPXX | 108,878 | $77,135,708 | 3.05% | Long | 2026-03-31 |
| SRH Total Return Fund, Inc. | STEW | 100,000 | $74,283,000 | 3.36% | Long | 2026-02-28 |
| Nuveen Dow 30SM Dynamic Overwrite Fund | DIAX | 78,080 | $44,729,690 | 7.25% | Long | 2025-12-31 |
| Boulder Growth & Income Fund, Inc. | STEW | 100,000 | $21,585,000 | 1.38% | Long | 2022-05-31 |
| Boulder Growth & Income Fund | STEW | 100,000 | $21,087,000 | 1.31% | Long | 2021-08-31 |
| Nuveen S&P 500 Buy-Write Income Fund | BXMX | 25,934 | $14,856,811 | 0.89% | Long | 2025-12-31 |
| Virtus Artificial Intelligence & Technology Opportunities Fund | AIO | 22,030 | $14,481,641 | 1.69% | Long | 2026-01-30 |
| Cornerstone Strategic Investment Fund , Inc | CLM | 28,700 | $11,141,627 | 0.58% | Long | 2025-06-30 |
| Gabelli Equity Trust Inc | GAB | 14,640 | $10,371,854 | 0.60% | Long | 2026-03-31 |
| Cornerstone Strategic Value Fund, Inc. | CLM | 26,400 | $10,325,568 | 0.59% | Long | 2024-09-30 |
| First Trust Enhanced Equity Income Fund | FFA | 14,000 | $9,918,440 | 2.20% | Long | 2026-03-31 |
| Virtus Equity & Convertible Income Fund | NIE | 12,505 | $8,220,287 | 1.05% | Long | 2026-01-30 |
| Cornerstone Strategic Value Fund | CLM | 32,000 | $6,964,160 | 0.57% | Long | 2021-06-30 |
| Nuveen Multi-Asset Income Fund | NMAI | 9,301 | $6,589,386 | 1.44% | Long | 2026-03-31 |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | QQQX | 9,138 | $6,473,907 | 0.46% | Long | 2026-03-31 |
| Eaton Vance Tax-Managed Buy-Write Opportunities Fund | ETV | 8,507 | $6,026,869 | 0.34% | Long | 2026-03-31 |
| AllianzGI Equity & Convertible Income Fund | NIE | 31,775 | $5,809,741 | 0.68% | Long | 2021-01-31 |
| Cornerstone Strategic Value Fund, Inc | CLM | 24,000 | $5,564,880 | 0.73% | Long | 2021-03-31 |
| Gabelli Dividend & Income Trust | GDV | 5,600 | $3,967,376 | 0.15% | Long | 2026-03-31 |
| Cornerstone Total Return Fund, LLC | CRF | 16,000 | $3,482,080 | 0.56% | Long | 2021-06-30 |
| Cornerstone Total Return Fund, Inc | CRF | 8,600 | $3,151,298 | 0.42% | Long | 2024-03-31 |
| BlackRock ESG Capital Allocation Term Trust | ECAT | 4,110 | $2,911,771 | 0.20% | Long | 2026-03-31 |
| BlackRock Capital Allocation Term Trust | BCAT | 3,710 | $2,628,387 | 0.18% | Long | 2026-03-31 |
| Eaton Vance Tax-Managed Buy-Write Income Fund | ETB | 3,417 | $2,420,808 | 0.52% | Long | 2026-03-31 |
| VOYA INFRASTRUCTURE, INDUSTRIALS & MATERIALS FUND | IDE | 3,140 | $2,332,486 | 1.07% | Long | 2026-02-28 |
| Virtus Diversified Income & Convertible Fund | ACV | 2,365 | $1,554,656 | 0.58% | Long | 2026-01-30 |
| AllianzGI Diversified Income & Convertible Fund | ACV | 6,075 | $1,110,753 | 0.31% | Long | 2021-01-31 |
| Liberty All-Star Growth Fund | ASG | 780 | $552,599 | 0.16% | Long | 2026-03-31 |
| John Hancock Diversified Income Fund | HEQ | 422 | $298,970 | 0.21% | Long | 2026-03-31 |
| Guggenheim Strategic Opportunities Fund | GOF | 29 | $21,542 | 0.00% | Long | 2026-02-27 |
| Highland Global Allocation Fund | HGLB | 7,280 | $5,157,589 | -1.89% | Short | 2026-03-31 |
Showing 1–33 of 33 positions