Caterpillar Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | — | $604.3K | 0.26% | 853 NS | $231.74M | FIGI |
| STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE F… Sterling Capital Funds | — | $573.1K | 0.90% | 809 NS | $63.71M | FIGI |
| JAMES AGGRESSIVE ALLOCATION FUND JAMES ADVANTAGE FUNDS | — | $566.8K | 2.00% | 800 NS | $28.38M | FIGI |
| Liberty All-Star Growth Fund — | — | $552.6K | 0.16% | 780 NS | $337.88M | FIGI |
| Unusual Whales Subversive Republican Trading … Tidal Trust I | GOP | $531.3K | 0.77% | 750 NS | $68.77M | FIGI |
| AdvisorShares Insider Advantage ETF AdvisorShares Trust | SURE | $525.0K | 1.09% | 741 NS | $48.36M | FIGI |
| Gotham Absolute Return Fund FundVantage Trust | — | $525.0K | 0.05% | 741 NS | $1.07B | FIGI |
| WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust | WAMA | $522.1K | 0.58% | 737 NS | $90.50M | FIGI |
| VictoryShares US Multi-Factor Minimum Volatil… Victory Portfolios II | VSMV | $512.9K | 0.35% | 724 NS | $147.16M | FIGI |
| Federated Hermes Managed Volatility Fund II Federated Hermes Insurance Series | — | $512.2K | 0.30% | 723 NS | $170.75M | FIGI |
| Dow 2x Strategy Fund Rydex Variable Trust | — | $512.2K | 8.03% | 723 NS | $6.38M | FIGI |
| MML Managed Volatility Fund MML SERIES INVESTMENT FUND | — | $505.1K | 0.58% | 713 NS | $86.82M | FIGI |
| Unusual Whales Subversive Democratic Trading … Tidal Trust I | NANC | $504.4K | 0.21% | 712 NS | $238.88M | FIGI |
| NORTHQUEST CAPITAL FUND INC NORTHQUEST CAPITAL FUND INC | — | $495.9K | 5.35% | 700 NS | $9.28M | FIGI |
| Northern Trust US Equity ETF Northern Funds | — | $475.4K | 0.06% | 671 NS | $766.34M | FIGI |
| The ESG Growth Portfolio HC Capital Trust | — | $465.5K | 0.42% | 657 NS | $110.08M | FIGI |
| Franklin U.S. Core Dividend Tilt Index ETF Franklin Templeton ETF Trust | UDIV | $464.7K | 0.44% | 656 NS | $105.87M | FIGI |
| Growth and Income Portfolio BNY MELLON VARIABLE INVESTMENT FUND | — | $455.5K | 0.50% | 643 NS | $91.50M | FIGI |
| FT Vest Hedged Equity Income Fund: Series B1 — | — | $447.0K | 1.29% | 631 NS | $34.54M | FIGI |
| Franklin Growth and Income VIP Fund Franklin Templeton Variable Insurance Pro… | — | $443.5K | 0.77% | 626 NS | $57.39M | FIGI |
| S&P 500 2x Strategy Fund Rydex Variable Trust | — | $438.5K | 0.51% | 619 NS | $85.85M | FIGI |
| Nelson Select ETF Collaborative Investment Series Trust | — | $438.5K | 1.00% | 619 NS | $43.91M | FIGI |
| ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND | — | $415.2K | 0.23% | 586 NS | $180.67M | FIGI |
| LVIP JPMorgan Select Mid Cap Value Managed Vo… LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $414.4K | 0.09% | 585 NS | $476.92M | FIGI |
| JAG Large Cap Growth Fund MUTUAL FUND SERIES TRUST | — | $411.6K | 1.16% | 581 NS | $35.59M | FIGI |
| Persimmon Long/Short Fund NORTHERN LIGHTS FUND TRUST III | — | $411.6K | 0.92% | 581 NS | $44.87M | FIGI |
| FT Vest Hedged Equity Income Fund: Series A4 — | — | $410.9K | 1.25% | 580 NS | $32.90M | FIGI |
| TEXAS CAPITAL TEXAS EQUITY INDEX ETF Texas Capital Funds Trust | — | $410.2K | 1.27% | 579 NS | $32.41M | FIGI |
| Simplify Next Intangible Core Index ETF Simplify Exchange Traded Funds | NXTI | $406.7K | 1.16% | 574 NS | $34.91M | FIGI |
| AQR Trend Total Return Fund AQR Funds | — | $396.0K | 0.19% | 559 NS | $205.91M | FIGI |
| International Growth and Income Fund AMERICAN FUNDS INSURANCE SERIES | — | $394.6K | 0.09% | 557 NS | $418.36M | FIGI |
| T. Rowe Price Integrated Global Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, IN… | — | $392.5K | 0.27% | 554 NS | $145.92M | FIGI |
| FT Vest Total Return Income Fund: Series A2 — | — | $379.7K | 1.29% | 536 NS | $29.54M | FIGI |
| Pictet AI Enhanced US Equity ETF The 2023 ETF Series Trust | PQUS | $374.1K | 0.74% | 528 NS | $50.88M | FIGI |
| S&P 500 Pure Growth Fund Rydex Series Funds | — | $372.6K | 1.27% | 526 NS | $29.25M | FIGI |
| Capital Group KKR U.S. Equity (plus) — | — | $371.2K | 0.37% | 524 NS | $99.40M | FIGI |
| BlackRock Managed Volatility V.I. Fund BlackRock Variable Series Funds, Inc. | — | $347.1K | 0.25% | 490 NS | $140.89M | FIGI |
| Global Allocation Fund Meeder Funds | — | $341.5K | 0.90% | 482 NS | $37.96M | FIGI |
| The Catholic SRI Growth Portfolio HC Capital Trust | — | $334.4K | 0.47% | 472 NS | $70.60M | FIGI |
| Balanced Fund Meeder Funds | — | $326.6K | 0.07% | 461 NS | $446.40M | FIGI |
| PROFUND VP LARGE CAP GROWTH ProFunds | — | $322.3K | 1.17% | 455 NS | $27.64M | FIGI |
| Global Atlantic BlackRock Disciplined Growth … Forethought Variable Insurance Trust | — | $320.2K | 0.36% | 452 NS | $90.04M | FIGI |
| Adaptive Core ETF Collaborative Investment Series Trust | RULE | $312.4K | 2.64% | 441 NS | $11.82M | FIGI |
| BlackRock Strategic Income Opportunities Port… BlackRock Funds V | — | $306.1K | 0.00% | 432 NS | $46.19B | FIGI |
| John Hancock Diversified Income Fund — | — | $299.0K | 0.21% | 422 NS | $143.93M | FIGI |
| Income Equity Fund Northern Funds | — | $297.6K | 0.11% | 420 NS | $282.43M | FIGI |
| Large Company Value Portfolio Wilshire Mutual Funds Inc | — | $297.6K | 0.18% | 420 NS | $168.71M | FIGI |
| S&P 500 Pure Growth Fund Rydex Variable Trust | — | $293.3K | 1.28% | 414 NS | $22.94M | FIGI |
| Gotham Enhanced S&P 500 Index Fund FundVantage Trust | — | $279.1K | 1.21% | 394 NS | $23.08M | FIGI |
| Large Company Growth Portfolio Wilshire Mutual Funds Inc | — | $277.7K | 0.11% | 392 NS | $252.52M | FIGI |