DIMENSIONAL FUND ADVISORS LP

CIK

0000354204

City

AUSTIN

State / Country

Stock

CAT — Caterpillar Inc

Top Portfolio Positions

2,659 positions · $423,081,388,629 total · as of Dec 31, 2025

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	93,966,032	$17,524,664,967	4.14%
AAPL	Apple Inc. Technology	57,574,200	$15,652,122,010	3.70%
MSFT	Microsoft Corp Technology	26,538,935	$12,834,759,743	3.03%
AMZN	Amazon Com Inc Consumer Cyclical	31,724,424	$7,322,631,544	1.73%
META	Meta Platforms, Inc. Communication Services	10,024,864	$6,617,312,476	1.56%
GOOGL	Alphabet Inc. Communication Services	19,099,352	$5,978,097,176	1.41%
JPM	Jpmorgan Chase & Co Financial Services	18,361,596	$5,916,473,460	1.40%
AVGO	Broadcom Inc. Technology	11,609,565	$4,018,070,446	0.95%
LLY	ELI LILLY & Co Healthcare	3,582,232	$3,849,753,443	0.91%
JNJ	Johnson & Johnson Healthcare	17,255,149	$3,570,953,083	0.84%

48 quarters · across all stocks

23 of 23 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31	$1,588,168,070	2,772,301	+1948.6%	Shares	Sole	2026-02-12
2025-09-30	$64,569,846	135,324	-95.4%	Shares	Defined	2025-11-12
2025-06-30	$1,152,361,008	2,968,396	-3.9%	Shares	Sole	2025-08-12
2025-03-31	$1,018,347,533	3,087,773	-2.9%	Shares	Sole	2025-05-13
2024-12-31	$1,154,133,633	3,181,535	+2.7%	Shares	Sole	2025-02-13
2024-09-30	$1,212,063,668	3,098,956	+0.9%	Shares	Sole	2024-11-07
2024-06-30	$1,022,563,701	3,069,840	+5.7%	Shares	Sole	2024-08-09
2024-03-31	$1,064,289,337	2,904,482	+2.5%	Shares	Sole	2024-05-10
2023-12-31	$837,834,458	2,833,681	+4.9%	Shares	Sole	2024-02-07
2023-09-30	$737,625,798	2,701,926	+3.2%	Shares	Defined	2023-11-09
2023-06-30	$644,028,736	2,617,471	+4.7%	Shares	Sole	2023-08-09
2023-03-31	$571,969,331	2,499,429	+4.3%	Shares	Sole	2023-05-12
2022-12-31	$574,163,271	2,396,741	-1.3%	Shares	Sole	2023-02-09
2022-09-30	$398,254,317	2,427,196	+2.9%	Shares	Sole	2022-11-10
2022-06-30	$421,631,378	2,358,645	+2.0%	Shares	Sole	2022-08-12
2022-03-31	$515,392,909	2,313,046	+1.1%	Shares	Defined	2022-05-13
2021-12-31	$473,073,631	2,288,254	-4.9%	Shares	Defined	2022-02-09
2021-09-30	$462,095,018	2,407,121	-1.7%	Shares	Defined	2021-11-12
2021-06-30	$532,676,628	2,447,625	-0.4%	Shares	Defined	2021-08-12
2021-03-31	$569,845,798	2,457,609	-11.2%	Shares	Defined	2021-05-14
2020-09-30	$412,768,896	2,767,475	+0.6%	Shares	Defined	2020-11-12
2020-06-30	$348,163,673	2,752,282	+5.0%	Shares	Defined	2020-08-13
2020-03-31	$304,246,784	2,621,913	—	Shares	Defined	2020-05-14
No quarters match your search.