Caterpillar Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| First Trust BuyWrite Income ETF First Trust Exchange-Traded Fund VI | FTHI | $8.91M | 0.44% | 12,575 NS | $2.04B | FIGI |
| EQ/Fidelity Institutional AM Large Cap Portfo… EQ Advisors Trust | — | $8.59M | 0.61% | 12,120 NS | $1.40B | FIGI |
| PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | — | $8.41M | 0.93% | 11,872 NS | $901.68M | FIGI |
| Bridge Builder Large Cap Growth Fund Bridge Builder Trust | — | $8.41M | 0.03% | 11,872 NS | $26.28B | FIGI |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | — | $8.36M | 0.15% | 11,796 NS | $5.64B | FIGI |
| Growth Portfolio PACIFIC SELECT FUND | — | $8.23M | 0.59% | 11,616 NS | $1.39B | FIGI |
| PAYSON TOTAL RETURN FUND FORUM FUNDS | — | $8.21M | 2.89% | 11,590 NS | $283.82M | FIGI |
| State Farm Growth Fund Advisers Investment Trust | — | $8.16M | 0.09% | 11,521 NS | $8.92B | FIGI |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | — | $8.13M | 0.52% | 11,470 NS | $1.58B | FIGI |
| Transamerica S&P 500 Index VP TRANSAMERICA SERIES TRUST | — | $8.08M | 0.59% | 11,403 NS | $1.38B | FIGI |
| State Street(R) SPDR(R) S&P 500(R) ESG ETF SPDR SERIES TRUST | EFIV | $7.94M | 0.87% | 11,212 NS | $913.68M | FIGI |
| SPIRIT OF AMERICA LARGE CAP VALUE FUND Spirit of America Investment Fund, Inc. | — | $7.93M | 3.82% | 11,190 NS | $207.52M | FIGI |
| Allspring Index Fund ALLSPRING FUNDS TRUST | — | $7.88M | 0.58% | 11,117 NS | $1.36B | FIGI |
| PSF PGIM 50/50 Balanced Portfolio Prudential Series Fund | — | $7.84M | 0.29% | 11,060 NS | $2.73B | FIGI |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $7.58M | 0.46% | 10,705 NS | $1.65B | FIGI |
| Diversified Equity Master Portfolio Master Investment Portfolio | — | $7.55M | 0.25% | 10,652 NS | $2.98B | FIGI |
| EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust | — | $7.19M | 0.40% | 10,142 NS | $1.78B | FIGI |
| EQ/Capital Group Research Portfolio EQ Advisors Trust | — | $6.92M | 1.04% | 9,772 NS | $668.72M | FIGI |
| SIMT Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST | — | $6.81M | 0.48% | 9,610 NS | $1.42B | FIGI |
| Muirfield Fund Meeder Funds | — | $6.78M | 0.61% | 9,574 NS | $1.12B | FIGI |
| TIAA Separate Account VA-1 - Stock Index Acco… TIAA Separate Account VA-1 | — | $6.69M | 0.52% | 9,449 NS | $1.29B | FIGI |
| Dividend Growth Portfolio PACIFIC SELECT FUND | — | $6.66M | 0.92% | 9,400 NS | $722.93M | FIGI |
| JPMorgan U.S. Large Cap Core Plus Fund JPMorgan Trust I | — | $6.62M | 0.20% | 9,342 NS | $3.25B | FIGI |
| Optimum Large Cap Value Fund Optimum Fund Trust | — | $6.60M | 0.38% | 9,314 NS | $1.76B | FIGI |
| Nuveen Multi-Asset Income Fund — | — | $6.59M | 1.44% | 9,301 NS | $458.23M | FIGI |
| AST Multi-Asset Diversified Portfolio Advanced Series Trust | — | $6.59M | 0.13% | 9,300 NS | $4.98B | FIGI |
| WisdomTree U.S. Efficient Core Fund WisdomTree Trust | NTSX | $6.49M | 0.54% | 9,164 NS | $1.20B | FIGI |
| Gotham Enhanced 500 ETF Tidal Trust I | GSPY | $6.48M | 1.04% | 9,153 NS | $625.14M | FIGI |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | DTD | $6.48M | 0.44% | 9,150 NS | $1.49B | FIGI |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund — | — | $6.47M | 0.46% | 9,138 NS | $1.40B | FIGI |
| BlackRock Global Allocation V.I. Fund BlackRock Variable Series Funds, Inc. | — | $6.47M | 0.17% | 9,138 NS | $3.79B | FIGI |
| VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC | — | $6.47M | 0.69% | 9,138 NS | $939.61M | FIGI |
| AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund… | — | $6.44M | 0.58% | 9,090 NS | $1.10B | FIGI |
| State Street(R) SPDR(R) Portfolio MSCI Global… SPDR INDEX SHARES FUNDS | SPGM | $6.33M | 0.45% | 8,934 NS | $1.42B | FIGI |
| SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | — | $6.28M | 0.54% | 8,868 NS | $1.17B | FIGI |
| Global Atlantic BlackRock Disciplined Core Po… Forethought Variable Insurance Trust | — | $6.27M | 1.01% | 8,846 NS | $619.58M | FIGI |
| BlackRock Capital Appreciation Portfolio BlackRock Series Fund, Inc. | — | $6.23M | 2.71% | 8,794 NS | $229.78M | FIGI |
| SA Columbia Focused Value Portfolio SEASONS SERIES TRUST | — | $6.21M | 2.02% | 8,762 NS | $307.99M | FIGI |
| BlackRock Large Cap Focus Growth V.I. Fund BlackRock Variable Series Funds, Inc. | — | $6.15M | 2.68% | 8,677 NS | $229.47M | FIGI |
| Invesco V.I. Discovery Large Cap Fund AIM Variable Insurance Funds (Invesco Var… | — | $6.14M | 1.50% | 8,663 NS | $408.05M | FIGI |
| iShares U.S. Large Cap Premium Income Active … BlackRock ETF Trust | — | $6.09M | 0.72% | 8,594 NS | $849.78M | FIGI |
| JAMES BALANCED: GOLDEN RAINBOW FUND JAMES ADVANTAGE FUNDS | — | $6.09M | 1.50% | 8,592 NS | $404.63M | FIGI |
| Clearwater Core Equity Fund Clearwater Investment Trust | — | $6.08M | 0.44% | 8,585 NS | $1.39B | FIGI |
| Calvert U.S. Large Cap Growth Responsible Ind… Calvert Responsible Index Series, Inc. | — | $6.04M | 0.67% | 8,526 NS | $908.30M | FIGI |
| Eaton Vance Tax-Managed Buy-Write Opportuniti… — | — | $6.03M | 0.34% | 8,507 NS | $1.75B | FIGI |
| Goldman Sachs Variable Insurance Trust Large … Goldman Sachs Variable Insurance Trust | — | $6.00M | 2.35% | 8,469 NS | $255.60M | FIGI |
| SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST | — | $5.98M | 0.58% | 8,434 NS | $1.03B | FIGI |
| First Trust Nasdaq BuyWrite Income ETF First Trust Exchange-Traded Fund VI | FTQI | $5.94M | 0.77% | 8,387 NS | $775.40M | FIGI |
| The Institutional U.S. Equity Portfolio HC Capital Trust | — | $5.86M | 0.20% | 8,271 NS | $2.87B | FIGI |
| AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust | — | $5.81M | 0.95% | 8,201 NS | $613.75M | FIGI |