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CAT · Caterpillar Inc · Held by Funds

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$692.13 +5.13 (+0.75%) At close · Oct 26
Ex-dividend: $1.63 · Oct 26, 2026 Return incl. dividend (before tax) +0.98%
S&P 500 member Russell 1000 member Dow 30 member Rebalance outlook locked
Market Cap
$318.15B
Shares
459.67M
Volume · Oct 26 2.32M Avg daily vol (3M) 2.68M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of CAT by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 17.68% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 4.04% 18,560,093
Index ETFs 13.64% 62,692,125
Active ETFs 0.75% 3,449,199
Active funds 6.13% 28,183,866
Unclassified 2.98% 13,677,207
All registered funds 27.53% 126,562,490
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding CAT

1,298 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 14,622,043 $15,571,013,591 0.68%
VANGUARD 500 INDEX FUND 11,933,444 $12,707,924,516 0.76%
iShares Core S&P 500 ETF 6,335,960 $6,747,163,804 0.76%
State Street(R) SPDR(R) S&P 500(R) ETF Trust 5,578,794 $5,940,857,731 0.76%
Fidelity 500 Index Fund 5,978,899 $4,767,992,586 0.55%
VANGUARD VALUE INDEX FUND 4,384,117 $4,668,646,193 1.83%
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 5,116,762 $4,169,188,845 9.22%
State Street(R) Industrial Select Sector SPDR(R) ETF 2,714,727 $2,890,912,782 8.51%
VANGUARD INSTITUTIONAL INDEX FUND 2,500,394 $2,662,669,571 0.76%
JPMorgan Large Cap Growth Fund 2,247,078 $2,392,913,362 1.96%
VANGUARD DIVIDEND APPRECIATION INDEX FUND 2,606,004 $2,123,398,119 1.62%
iShares Russell 1000 Growth ETF 1,734,841 $1,847,432,181 1.43%
Growth Fund of America 1,805,868 $1,581,705,605 0.44%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND 1,829,025 $1,490,307,860 1.50%
Washington Mutual Investors Fund 1,438,947 $1,172,468,405 0.54%
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF 1,098,182 $1,169,454,012 0.76%
iShares S&P 500 Growth ETF 972,365 $1,035,471,489 1.38%
iShares MSCI USA Momentum Factor ETF 1,135,260 $925,021,201 3.65%
Schwab S&P 500 Index Fund 1,028,767 $838,249,639 0.58%
VANGUARD PRIMECAP FUND 735,970 $783,734,453 0.82%
Fidelity Magellan Fund 708,246 $754,211,165 2.00%
State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF 687,528 $732,148,567 1.38%
Fidelity Total Market Index Fund 879,526 $701,395,599 0.49%
T. Rowe Price Growth Stock Fund, Inc. 636,280 $677,574,572 1.35%
iShares U.S. Equity Factor Rotation Active ETF 816,809 $665,544,141 1.72%
American Balanced Fund 600,000 $638,940,000 0.22%
iShares Core S&P Total U.S. Stock Market ETF 592,906 $631,385,599 0.67%
VANGUARD LARGE-CAP INDEX FUND 537,920 $572,831,008 0.78%
Fidelity Series Total Market Index Fund 718,041 $572,616,156 0.49%
State Farm Growth Fund 510,864 $544,019,074 5.48%
T. Rowe Price Blue Chip Growth Fund, Inc. 500,790 $533,291,271 0.83%
College Retirement Equities Fund - Total Global Stock Account 498,726 $531,093,317 0.37%
Invesco S&P 500 Momentum ETF 591,276 $517,880,910 2.60%
Amplify CWP Enhanced Dividend Income ETF 471,382 $501,974,692 6.98%
Fidelity Large Cap Growth Index Fund 598,114 $487,349,268 1.15%
VANGUARD INDUSTRIALS INDEX FUND 554,161 $485,372,995 5.81%
S&P 500 Index Master Portfolio 421,403 $448,752,055 0.75%
Invesco American Franchise Fund 503,846 $441,303,596 2.42%
Schwab U.S. Large-Cap ETF 493,854 $432,551,903 0.60%
iShares Core S&P U.S. Growth ETF 396,709 $422,455,414 1.31%
Investment Co of America 391,198 $416,586,750 0.23%
VANGUARD DIVIDEND GROWTH FUND 456,288 $371,788,025 1.05%
VANGUARD EQUITY INCOME FUND 337,209 $359,093,864 0.55%
MFS Growth Fund 399,532 $349,938,093 0.84%
American Mutual Fund 427,525 $348,351,645 0.30%
Strategic Advisers Fidelity U.S. Total Stock Fund 431,164 $343,840,355 0.13%
College Retirement Equities Fund - Global Equities Account 319,172 $339,886,263 0.88%
iShares Russell 1000 ETF 316,218 $336,740,548 0.70%
Avantis U.S. Large Cap Value ETF 370,730 $324,711,285 2.52%
U.S. CORE EQUITY 1 PORTFOLIO 395,971 $322,641,131 0.78%
Showing 1–50 of 1,298 positions
Key facts CIK 18230 CUSIP 149123101 13F (30d) 1426 filings 1393 filers Visit website Investor relations