Caterpillar Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| Asset Allocation Fund AMERICAN FUNDS INSURANCE SERIES | — | $106.27M | 0.40% | 150,000 NS | $26.33B | FIGI |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | — | $104.04M | 0.59% | 146,848 NS | $17.64B | FIGI |
| JNL/BlackRock Large Cap Select Growth Fund JNL Series Trust | — | $102.60M | 2.75% | 144,819 NS | $3.74B | FIGI |
| State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST | SDY | $101.78M | 0.49% | 143,669 NS | $20.67B | FIGI |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | — | $101.50M | 0.39% | 143,275 NS | $25.99B | FIGI |
| Stock Index Fund Northern Funds | — | $96.84M | 0.58% | 136,695 NS | $16.63B | FIGI |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | — | $93.93M | 0.59% | 132,579 NS | $15.97B | FIGI |
| iShares Russell 3000 ETF iShares Trust | IWV | $89.00M | 0.52% | 125,621 NS | $17.05B | FIGI |
| State Farm Balanced Fund Advisers Investment Trust | — | $88.43M | 3.38% | 124,822 NS | $2.62B | FIGI |
| Gateway Fund Gateway Trust | — | $85.83M | 1.24% | 121,157 NS | $6.93B | FIGI |
| Nuveen S&P 500 Dynamic Overwrite Fund — | — | $77.14M | 3.05% | 108,878 NS | $2.53B | FIGI |
| MFS Research Fund MFS Series Trust V | — | $75.54M | 1.03% | 106,629 NS | $7.33B | FIGI |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | — | $73.83M | 0.59% | 104,206 NS | $12.53B | FIGI |
| JPMorgan Equity Index Fund JPMorgan Trust II | — | $72.84M | 0.59% | 102,809 NS | $12.42B | FIGI |
| iShares Global 100 ETF iShares Trust | IOO | $71.70M | 0.95% | 101,205 NS | $7.59B | FIGI |
| State Farm Growth Fund Advisers Investment Trust | — | $71.60M | 0.80% | 101,063 NS | $8.92B | FIGI |
| Principal U.S. Mega-Cap ETF Principal Exchange-Traded Funds | USMC | $70.30M | 2.43% | 99,233 NS | $2.89B | FIGI |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $69.77M | 0.58% | 98,481 NS | $11.94B | FIGI |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | — | $68.28M | 0.58% | 96,377 NS | $11.69B | FIGI |
| 500 Index Trust John Hancock Variable Insurance Trust | — | $67.43M | 0.58% | 95,180 NS | $11.62B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 1500(R)… SPDR SERIES TRUST | SPTM | $63.46M | 0.54% | 89,580 NS | $11.74B | FIGI |
| PSF Stock Index Portfolio Prudential Series Fund | — | $55.78M | 0.57% | 78,730 NS | $9.85B | FIGI |
| THRIVENT LARGE CAP GROWTH PORTFOLIO Thrivent Series Fund, Inc. | — | $53.51M | 1.87% | 75,535 NS | $2.86B | FIGI |
| Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | — | $53.47M | 0.58% | 75,472 NS | $9.17B | FIGI |
| VANGUARD PRIMECAP CORE FUND VANGUARD FENWAY FUNDS | — | $52.48M | 0.39% | 74,080 NS | $13.54B | FIGI |
| JNL/T. Rowe Price Value Fund JNL Series Trust | — | $52.43M | 1.28% | 74,000 NS | $4.10B | FIGI |
| Artisan Focus Fund Artisan Partners Funds Inc. | — | $51.65M | 4.51% | 72,900 NS | $1.15B | FIGI |
| The Gabelli Asset Fund Gabelli Asset Fund | — | $50.29M | 3.21% | 70,992 NS | $1.57B | FIGI |
| MetLife Stock Index Portfolio Brighthouse Funds Trust II | — | $50.24M | 0.58% | 70,910 NS | $8.66B | FIGI |
| iShares Russell Top 200 Value ETF iShares Trust | IWX | $47.63M | 1.40% | 67,233 NS | $3.41B | FIGI |
| NEOS S&P 500(R) High Income ETF NEOS ETF Trust | SPYI | $47.37M | 0.58% | 66,866 NS | $8.12B | FIGI |
| TAX-MANAGED GROWTH PORTFOLIO Tax-Managed Growth Portfolio | — | $46.09M | 0.74% | 65,050 NS | $6.19B | FIGI |
| Columbia Variable Portfolio - Select Large Ca… Columbia Funds Variable Series Trust II | — | $44.75M | 1.97% | 63,164 NS | $2.27B | FIGI |
| BlackRock Capital Appreciation Portfolio Brighthouse Funds Trust II | — | $42.90M | 2.65% | 60,554 NS | $1.62B | FIGI |
| iShares Global Industrials ETF iShares Trust | EXI | $41.95M | 3.56% | 59,212 NS | $1.18B | FIGI |
| Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | — | $41.75M | 0.59% | 58,929 NS | $7.12B | FIGI |
| Brighthouse/Wellington Core Equity Opportunit… Brighthouse Funds Trust II | — | $40.72M | 1.56% | 57,470 NS | $2.61B | FIGI |
| EQ/500 Managed Volatility Portfolio EQ Advisors Trust | — | $39.95M | 0.53% | 56,393 NS | $7.48B | FIGI |
| JNL/Newton Equity Income Fund JNL Series Trust | — | $39.50M | 0.99% | 55,761 NS | $4.00B | FIGI |
| Goldman Sachs U.S. Tax-Managed Equity Fund GOLDMAN SACHS TRUST | — | $39.34M | 0.95% | 55,528 NS | $4.14B | FIGI |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | — | $39.33M | 0.53% | 55,510 NS | $7.43B | FIGI |
| Calvert U.S. Large Cap Core Responsible Index… Calvert Responsible Index Series, Inc. | — | $39.11M | 0.70% | 55,209 NS | $5.55B | FIGI |
| DWS Core Equity Fund DEUTSCHE DWS INVESTMENT TRUST | — | $38.48M | 0.88% | 54,320 NS | $4.37B | FIGI |
| Goldman Sachs U.S. Equity Dividend and Premiu… GOLDMAN SACHS TRUST | — | $37.58M | 1.07% | 53,040 NS | $3.50B | FIGI |
| Victory Pioneer Core Equity Fund Victory Portfolios IV | — | $36.87M | 1.91% | 52,043 NS | $1.93B | FIGI |
| Equity Index Portfolio PACIFIC SELECT FUND | — | $36.75M | 0.58% | 51,876 NS | $6.30B | FIGI |
| THRIVENT LARGE CAP VALUE PORTFOLIO Thrivent Series Fund, Inc. | — | $35.51M | 1.04% | 50,123 NS | $3.41B | FIGI |
| EQUITY INDEX FUND GuideStone Funds | — | $34.55M | 0.59% | 48,766 NS | $5.83B | FIGI |
| MOA EQUITY INDEX FUND MoA Funds Corp | — | $34.03M | 0.58% | 48,028 NS | $5.84B | FIGI |
| T. Rowe Price Real Assets Fund, Inc. T. ROWE PRICE REAL ASSETS FUND, INC. | — | $33.96M | 0.32% | 47,930 NS | $10.52B | FIGI |