CAT · Caterpillar Inc · Shareholders & Ownership

$713.00 -12.79 (-1.76%)

S&P 500 member Russell 1000 member Dow 30 member Rebalance outlook locked

Market Cap

$333.20B

459.67M

Volume · Oct 19 2.64M Avg daily vol (3M) 2.68M

Every disclosed holder of CAT in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns CAT

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	4,045	330,474,159	71.89%	Yes
Insiders (Forms 3, 4, 5)	23	866,771	0.19%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	128,333,959	27.92%	Rest
Registered funds (N-PORT, not summed)	1,224	122,549,212	26.66%	No

Shares outstanding: 459,674,889, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of CAT

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	37,991,505	8.26%	+822,072	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	6,335,960	1.38%	+352,202	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,734,841	0.38%	+1,505,020	Jun 30, 2026	iShares Trust, not summed
1.3	iShares MSCI USA Momentum Factor ETF Fund S000040316 · Registered fund · Jul 31, 2026 iShares Trust, not summed	1,135,260	0.25%	+264,130	Jul 31, 2026	iShares Trust, not summed
1.4	iShares S&P 500 Growth ETF Fund S000004311 · Registered fund · Jun 30, 2026 iShares Trust, not summed	972,365	0.21%	-5,418	Jun 30, 2026	iShares Trust, not summed
1.5	iShares U.S. Equity Factor Rotation Active ETF Fund S000064945 · Registered fund · Jul 31, 2026 BlackRock ETF Trust, not summed	816,809	0.18%	+330,378	Jul 31, 2026	BlackRock ETF Trust, not summed
2	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	34,392,316	7.48%	-488,288	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	State Street(R) Industrial Select Sector SPDR(R) ETF Fund S000006413 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	2,714,727	0.59%	+104,608	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
2.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,098,182	0.24%	+119,887	Jun 30, 2026	SPDR SERIES TRUST, not summed
2.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF Fund S000006984 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	687,528	0.15%	+19,220	Jun 30, 2026	SPDR SERIES TRUST, not summed
2.4	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	174,084	0.04%	+1,800	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
2.5	State Street(R) SPDR(R) S&P(R) Dividend ETF Fund S000006981 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	94,715	0.02%	-48,954	Jun 30, 2026	SPDR SERIES TRUST, not summed
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	30,077,764	6.54%	-156,689	Jun 30, 2026	carried, not yet filed for the newest quarter
4	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	14,622,043	3.18%	-152,648	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
5	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 13F CIK 315032 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	14,509,304	3.16%	-55,422	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	12,026,244	2.62%	+320,354	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	11,933,444	2.60%	+110,674	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	11,175,493	2.43%	+48,010	Jun 30, 2026	carried, not yet filed for the newest quarter
9	Fisher Asset Management, LLC 13F CIK 850529 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	9,942,521	2.16%	+166,569	Jun 30, 2026	carried, not yet filed for the newest quarter
10	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	7,504,426	1.63%	+4,764	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	1,375	0.00%	-168	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
10.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	967	0.00%	+114	Jul 31, 2026	E Trade Trust, not summed
10.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	710	0.00%	+129	Jul 31, 2026	E Trade Trust, not summed
10.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	182	0.00%	-27	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
11	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	7,325,731	1.59%	+4,385,152	Jun 30, 2026	carried, not yet filed for the newest quarter
12	GATES FOUNDATION TRUST 13F CIK 1166559 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	6,353,614	1.38%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
13	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,171,628	1.34%	+589,610	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	T. Rowe Price Growth Stock Fund, Inc. Fund S000002087 · Registered fund · Jun 30, 2026 T. ROWE PRICE GROWTH STOCK FUND, INC., not summed	636,280	0.14%	—	Jun 30, 2026	T. ROWE PRICE GROWTH STOCK FUND, INC., not summed
13.2	T. Rowe Price Blue Chip Growth Fund, Inc. Fund S000002069 · Registered fund · Jun 30, 2026 T. ROWE PRICE BLUE CHIP GROWTH FUND, INC., not summed	500,790	0.11%	—	Jun 30, 2026	T. ROWE PRICE BLUE CHIP GROWTH FUND, INC., not summed
13.3	T. Rowe Price Dividend Growth Fund, Inc. Fund S000002075 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVIDEND GROWTH FUND, INC., not summed	289,668	0.06%	-19,819	Jun 30, 2026	T. ROWE PRICE DIVIDEND GROWTH FUND, INC., not summed
13.4	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	283,397	0.06%	-7,138	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
13.5	T. Rowe Price U.S. Large-Cap Core Fund, Inc. Fund S000026126 · Registered fund · Jun 30, 2026 T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC., not summed	256,918	0.06%	-68,762	Jun 30, 2026	T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC., not summed
14	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,781,969	1.26%	+1,957,676	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	5,954,288	1.30%	-1,343	May 31, 2026	Fidelity Concord Street Trust, not summed
14.2	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	879,493	0.19%	+4,406	May 31, 2026	Fidelity Concord Street Trust, not summed
14.3	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	710,420	0.15%	+17,459	May 31, 2026	Fidelity Concord Street Trust, not summed
14.4	Fidelity Magellan Fund Fund S000007112 · Registered fund · Jun 30, 2026 Fidelity Magellan Fund, not summed	708,246	0.15%	—	Jun 30, 2026	Fidelity Magellan Fund, not summed
14.5	Fidelity Large Cap Growth Index Fund Fund S000054095 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	598,114	0.13%	+517,060	Jul 31, 2026	Fidelity Salem Street Trust, not summed
15	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,664,155	1.23%	-14,640	Jun 30, 2026	carried, not yet filed for the newest quarter
16	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,463,565	1.19%	-214,013	Jun 30, 2026	carried, not yet filed for the newest quarter
17	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,384,117	0.95%	+80,377	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,570,493	0.78%	+359,522	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	69,125	0.02%	+1,829	May 31, 2026	Goldman Sachs ETF Trust, not summed
18.2	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	55,528	0.01%	0	Jun 30, 2026	Goldman Sachs Trust, not summed
18.3	Goldman Sachs U.S. Equity Dividend and Premium Fund Fund S000009324 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	52,536	0.01%	-504	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
18.4	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	34,450	0.01%	+6,978	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
18.5	Goldman Sachs Large Cap Equity Fund Fund S000009315 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	23,693	0.01%	-124	May 31, 2026	Goldman Sachs Trust, not summed
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,322,782	0.72%	-31,221	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,284,093	0.71%	-565,507	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Invesco S&P 500 Momentum ETF Fund S000050154 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	591,276	0.13%	—	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
20.2	Invesco American Franchise Fund Fund S000027822 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	503,846	0.11%	+168,523	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
20.3	Invesco Comstock Fund Fund S000027834 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	254,401	0.06%	0	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
20.4	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	217,797	0.05%	-20,491	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
20.5	Invesco Discovery Large Cap Fund Fund S000064617 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	149,795	0.03%	+37,675	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
21	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,153,638	0.69%	-113,895	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,060,432	0.67%	-483,508	Jun 30, 2026	carried, not yet filed for the newest quarter
23	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,998,131	0.65%	-450,038	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	39,419	0.01%	-295	Jul 31, 2026	BNY Mellon ETF Trust, not summed
24	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,742,185	0.60%	-3,888	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	395,971	0.09%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
24.2	Dimensional US High Profitability ETF Fund S000075148 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	347,603	0.08%	+10,871	Jul 31, 2026	Dimensional ETF Trust, not summed
24.3	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	321,812	0.07%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
24.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	253,126	0.06%	+9,032	Jul 31, 2026	Dimensional ETF Trust, not summed
24.5	U.S. High Relative Profitability Portfolio Fund S000057237 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	193,317	0.04%	-1,405	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
25	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,645,238	0.58%	+18,517	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,613,814	0.57%	-158,778	Jun 30, 2026	carried, not yet filed for the newest quarter
27	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	2,606,004	0.57%	-6,165	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
28	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,600,359	0.57%	+290,101	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	498,726	0.11%	+39,368	Jun 30, 2026	College Retirement Equities Fund, not summed
28.2	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	377,257	0.08%	-11,321	Jul 31, 2026	TIAA-CREF Funds, not summed
28.3	College Retirement Equities Fund - Global Equities Account Fund S000005081 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	319,172	0.07%	+1,520	Jun 30, 2026	College Retirement Equities Fund, not summed
28.4	Nuveen Large Cap Growth Index Fund Fund S000005387 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	255,531	0.06%	+221,143	Jul 31, 2026	TIAA-CREF Funds, not summed
28.5	College Retirement Equities Fund - Growth Account Fund S000005082 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	235,335	0.05%	—	Jun 30, 2026	College Retirement Equities Fund, not summed
29	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	2,500,394	0.54%	-123,090	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
30	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,252,264	0.49%	+2,762	Jun 30, 2026	carried, not yet filed for the newest quarter
31	JPMorgan Large Cap Growth Fund Fund S000003856 · Registered fund · Jun 30, 2026 JPMorgan Trust II, not summed	2,247,078	0.49%	—	Jun 30, 2026	JPMorgan Trust II, not summed
32	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,198,729	0.48%	-1,002,120	Jun 30, 2026	carried, not yet filed for the newest quarter
33	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,118,690	0.46%	+70,087	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,062,345	0.45%	-155,292	Jun 30, 2026	carried, not yet filed for the newest quarter
35	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	1,829,025	0.40%	+4,315	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
36	Growth Fund of America Fund S000009228 · Registered fund · May 31, 2026 Growth Fund of America, not summed	1,805,868	0.39%	-384,165	May 31, 2026	Growth Fund of America, not summed
37	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,748,257	0.38%	+164,692	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	MFS Value Fund Fund S000000769 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	496,555	0.11%	-107,892	May 31, 2026	MFS SERIES TRUST I, not summed
37.2	MFS Growth Fund Fund S000002419 · Registered fund · May 31, 2026 MFS Series Trust II, not summed	399,532	0.09%	+54,216	May 31, 2026	MFS Series Trust II, not summed
37.3	MFS Research Fund Fund S000002438 · Registered fund · Jun 30, 2026 MFS Series Trust V, not summed	87,967	0.02%	-18,662	Jun 30, 2026	MFS Series Trust V, not summed
37.4	MFS Core Equity Fund Fund S000000763 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	70,467	0.02%	-12,334	May 31, 2026	MFS SERIES TRUST I, not summed
37.5	MFS Growth Series Fund S000002673 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	30,852	0.01%	+14,715	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
38	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,700,215	0.37%	+295,638	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,450,769	0.32%	-2,008,509	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Washington Mutual Investors Fund Fund S000009388 · Registered fund · Jul 31, 2026 Washington Mutual Investors Fund, not summed	1,438,947	0.31%	-1,257,694	Jul 31, 2026	Washington Mutual Investors Fund, not summed
41	Mitsubishi UFJ Asset Management Co., Ltd. 13F CIK 1466546 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,377,957	0.30%	+26,580	Jun 30, 2026	carried, not yet filed for the newest quarter
42	VOYA INVESTMENT MANAGEMENT LLC 13F CIK 1068837 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,377,043	0.30%	-42,573	Jun 30, 2026	carried, not yet filed for the newest quarter
43	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,364,014	0.30%	+3,133	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	DWS Core Equity Fund Fund S000005706 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	53,233	0.01%	-1,087	Jun 30, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
43.2	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	32,184	0.01%	+4,617	May 29, 2026	DBX ETF Trust, not summed
43.3	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	21,031	0.00%	-13,124	May 29, 2026	DBX ETF Trust, not summed
43.4	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	14,295	0.00%	-694	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
43.5	Xtrackers MSCI USA Selection Equity ETF Fund S000064994 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	7,790	0.00%	-408	May 29, 2026	DBX ETF Trust, not summed
44	Swiss National Bank 13F CIK 1582202 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,312,380	0.29%	-61,040	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Sumitomo Mitsui Trust Group, Inc. 13F CIK 1475365 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,307,930	0.28%	-5,960	Jun 30, 2026	carried, not yet filed for the newest quarter
46	CITIGROUP INC 13F CIK 831001 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,205,934	0.26%	+12,679	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Capital Wealth Planning, LLC 13F CIK 1566728 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,197,856	0.26%	+11,760	Jun 30, 2026	carried, not yet filed for the newest quarter
48	LPL Financial LLC 13F CIK 1403438 · Broker-dealer · Jun 30, 2026 carried, not yet filed for the newest quarter	1,182,150	0.26%	+82,882	Jun 30, 2026	carried, not yet filed for the newest quarter
49	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,144,800	0.25%	+26,078	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	VANGUARD DIVIDEND GROWTH FUND Fund S000002920 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	456,288	0.10%	-312,401	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
49.2	GROWTH PORTFOLIO Fund S000004401 · Registered fund · Jun 30, 2026 VANGUARD VARIABLE INSURANCE FUNDS, not summed	13,243	0.00%	—	Jun 30, 2026	VANGUARD VARIABLE INSURANCE FUNDS, not summed
49.3	VANGUARD GLOBAL WELLINGTON FUND Fund S000059219 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	10,162	0.00%	-11,174	May 31, 2026	VANGUARD WORLD FUND, not summed
50	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,055,701	0.23%	+29,504	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 18230 CUSIP 149123101 13F (30d) 872 filings 836 filers Visit website Investor relations