Caterpillar Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| Capital Group Core Balanced ETF Capital Group Core Balanced ETF | CGBL | $32.93M | 0.61% | 46,487 NS | $5.40B | FIGI |
| NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | — | $32.66M | 0.58% | 46,101 NS | $5.61B | FIGI |
| JNL/Mellon Industrials Sector Fund JNL Series Trust | — | $32.39M | 5.68% | 45,720 NS | $570.12M | FIGI |
| T. Rowe Price New Era Fund T. ROWE PRICE NEW ERA FUND, INC. | — | $32.16M | 1.01% | 45,393 NS | $3.20B | FIGI |
| NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust | — | $31.97M | 0.58% | 45,128 NS | $5.47B | FIGI |
| VIP Balanced Portfolio Variable Insurance Products Fund III | — | $31.60M | 0.39% | 44,600 NS | $8.04B | FIGI |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | — | $29.97M | 0.24% | 42,307 NS | $12.51B | FIGI |
| AST Balanced Asset Allocation Portfolio Advanced Series Trust | — | $29.79M | 0.14% | 42,056 NS | $21.49B | FIGI |
| Virtus Income & Growth Fund Virtus Investment Trust | — | $28.36M | 0.63% | 40,035 NS | $4.49B | FIGI |
| WisdomTree U.S. Quality Growth Fund WisdomTree Trust | QGRW | $28.35M | 1.36% | 40,022 NS | $2.09B | FIGI |
| Touchstone Funds Group Trust-Touchstone Divid… Touchstone Funds Group Trust | — | $27.86M | 1.21% | 39,324 NS | $2.29B | FIGI |
| Victory RS Global Fund Victory Portfolios | — | $27.40M | 1.59% | 38,682 NS | $1.73B | FIGI |
| VIP Stock Selector Portfolio Variable Insurance Products Fund | — | $27.35M | 0.61% | 38,600 NS | $4.50B | FIGI |
| WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | DLN | $27.10M | 0.48% | 38,246 NS | $5.65B | FIGI |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | — | $26.80M | 0.24% | 37,822 NS | $11.33B | FIGI |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION POR… Thrivent Series Fund, Inc. | — | $25.39M | 0.32% | 35,832 NS | $7.86B | FIGI |
| iShares Russell Top 200 Growth ETF iShares Trust | IWY | $25.30M | 0.17% | 35,712 NS | $14.74B | FIGI |
| Venerable Large Cap Index Fund Venerable Variable Insurance Trust | — | $24.76M | 0.58% | 34,955 NS | $4.29B | FIGI |
| Franklin U.S. Large Cap Multifactor Index ETF Franklin Templeton ETF Trust | FLQL | $24.60M | 1.49% | 34,719 NS | $1.65B | FIGI |
| Fidelity Mega Cap Stock Fund Fidelity Hastings Street Trust | — | $24.58M | 0.41% | 34,700 NS | $6.00B | FIGI |
| PSF PGIM Jennison Value Portfolio Prudential Series Fund | — | $24.57M | 1.21% | 34,686 NS | $2.03B | FIGI |
| Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | — | $24.44M | 0.64% | 34,494 NS | $3.80B | FIGI |
| Invesco Comstock Portfolio Brighthouse Funds Trust I | — | $24.41M | 1.35% | 34,460 NS | $1.80B | FIGI |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | — | $24.03M | 0.54% | 33,918 NS | $4.47B | FIGI |
| PSF PGIM Flexible Managed Portfolio Prudential Series Fund | — | $24.02M | 0.48% | 33,900 NS | $5.05B | FIGI |
| T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. | — | $23.24M | 0.61% | 32,800 NS | $3.83B | FIGI |
| Voya VACS Index Series S Portfolio Voya Investors Trust | — | $23.23M | 0.57% | 32,784 NS | $4.05B | FIGI |
| NYLIM VP Dimensional U.S. Equity Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | — | $22.39M | 2.41% | 31,601 NS | $928.99M | FIGI |
| SEI Enhanced U.S. Large Cap Momentum Factor E… SEI EXCHANGE TRADED FUNDS | SEIM | $22.10M | 1.90% | 31,192 NS | $1.17B | FIGI |
| AST Large-Cap Growth Portfolio Advanced Series Trust | — | $21.62M | 0.31% | 30,520 NS | $6.99B | FIGI |
| THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | — | $21.30M | 0.26% | 30,072 NS | $8.32B | FIGI |
| MFS Value Portfolio Brighthouse Funds Trust II | — | $20.33M | 0.81% | 28,694 NS | $2.52B | FIGI |
| EQ/Large Cap Value Managed Volatility Portfol… EQ Advisors Trust | — | $19.98M | 0.58% | 28,196 NS | $3.47B | FIGI |
| AST Aggressive Asset Allocation Portfolio Advanced Series Trust | — | $19.47M | 0.18% | 27,477 NS | $10.67B | FIGI |
| Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust | GPIX | $19.46M | 0.60% | 27,472 NS | $3.23B | FIGI |
| Invesco V.I. Comstock Fund AIM Variable Insurance Funds (Invesco Var… | — | $19.39M | 1.35% | 27,374 NS | $1.43B | FIGI |
| Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | — | $19.06M | 0.65% | 26,906 NS | $2.92B | FIGI |
| Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS | — | $19.04M | 0.59% | 26,876 NS | $3.25B | FIGI |
| State Farm Balanced Fund Advisers Investment Trust | — | $18.87M | 0.72% | 26,638 NS | $2.62B | FIGI |
| SIMT Tax-Managed Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST | — | $17.90M | 0.43% | 25,261 NS | $4.17B | FIGI |
| Fidelity Contrafund Fidelity Contrafund | — | $17.75M | 0.01% | 25,053 NS | $157.80B | FIGI |
| HARTFORD STOCK HLS FUND HARTFORD SERIES FUND INC | — | $17.39M | 1.56% | 24,546 NS | $1.11B | FIGI |
| BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. | — | $17.29M | 0.59% | 24,407 NS | $2.93B | FIGI |
| JNL/Goldman Sachs 4 Fund JNL Series Trust | — | $17.27M | 0.36% | 24,373 NS | $4.74B | FIGI |
| International Growth and Income Fund International Growth & Income Fund | — | $17.05M | 0.09% | 24,070 NS | $18.76B | FIGI |
| Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust | FELV | $16.98M | 0.64% | 23,962 NS | $2.65B | FIGI |
| BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. | — | $16.92M | 0.72% | 23,884 NS | $2.35B | FIGI |
| LVIP MFS Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $16.66M | 0.78% | 23,510 NS | $2.14B | FIGI |
| CAPITAL GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | — | $16.58M | 0.72% | 23,400 NS | $2.30B | FIGI |
| MFS Value Series MFS VARIABLE INSURANCE TRUST | — | $16.58M | 0.84% | 23,400 NS | $1.97B | FIGI |