Caterpillar Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| T. Rowe Price Global Industrials Fund T. ROWE PRICE INTERNATIONAL FUNDS, INC. | — | $5.73M | 3.72% | 8,089 NS | $154.00M | FIGI |
| WisdomTree U.S. LargeCap Fund WisdomTree Trust | EPS | $5.67M | 0.42% | 8,007 NS | $1.34B | FIGI |
| The Gabelli Growth Fund Gabelli Growth Fund | — | $5.67M | 0.48% | 8,000 NS | $1.17B | FIGI |
| PGIM Jennison Focused Value Fund Prudential Investment Portfolios, Inc. | — | $5.61M | 1.92% | 7,925 NS | $292.15M | FIGI |
| State Street(R) SPDR(R) Global Dow ETF SPDR SERIES TRUST | DGT | $5.61M | 1.04% | 7,924 NS | $541.94M | FIGI |
| John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust | JHML | $5.55M | 0.55% | 7,836 NS | $1.02B | FIGI |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | — | $5.53M | 0.45% | 7,808 NS | $1.23B | FIGI |
| Shelton Equity Premium Income ETF SCM Trust | SEPI | $5.37M | 5.55% | 7,579 NS | $96.72M | FIGI |
| Penn Series Index 500 Fund Penn Series Funds Inc | — | $5.28M | 0.60% | 7,454 NS | $877.84M | FIGI |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | — | $5.22M | 0.49% | 7,372 NS | $1.08B | FIGI |
| SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST | — | $5.14M | 0.77% | 7,252 NS | $667.85M | FIGI |
| Value Equity Index Fund GuideStone Funds | — | $5.09M | 0.96% | 7,186 NS | $528.78M | FIGI |
| MFS Blended Research Core Equity Fund MFS SERIES TRUST XI | — | $4.93M | 0.31% | 6,955 NS | $1.60B | FIGI |
| AQR Managed Futures Strategy HV Fund AQR Funds | — | $4.90M | 0.39% | 6,921 NS | $1.25B | FIGI |
| Calvert US Large-Cap Core Responsible Index E… Morgan Stanley ETF Trust | CVLC | $4.88M | 0.70% | 6,892 NS | $695.91M | FIGI |
| Disciplined Value Fund American Century Quantitative Equity Fund… | — | $4.86M | 0.26% | 6,856 NS | $1.87B | FIGI |
| PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 | — | $4.77M | 0.58% | 6,736 NS | $826.77M | FIGI |
| AQR Large Cap Momentum Style Fund AQR Funds | — | $4.66M | 0.82% | 6,582 NS | $568.55M | FIGI |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $4.59M | 0.52% | 6,473 NS | $876.76M | FIGI |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | — | $4.58M | 0.52% | 6,470 NS | $883.82M | FIGI |
| MML Invesco Discovery Large Cap Fund MML Series Investment Fund II | — | $4.56M | 1.47% | 6,435 NS | $309.91M | FIGI |
| DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | — | $4.55M | 0.58% | 6,427 NS | $781.41M | FIGI |
| Fidelity Advisor Diversified Stock Fund Fidelity Destiny Portfolios | — | $4.46M | 0.12% | 6,300 NS | $3.67B | FIGI |
| Dynamic Allocation Fund Meeder Funds | — | $4.45M | 0.89% | 6,286 NS | $502.91M | FIGI |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION P… Thrivent Series Fund, Inc. | — | $4.43M | 0.14% | 6,247 NS | $3.11B | FIGI |
| EQ/Invesco Comstock Portfolio EQ Advisors Trust | — | $4.40M | 1.35% | 6,211 NS | $325.35M | FIGI |
| PGIM Balanced Fund Prudential Investment Portfolios, Inc. | — | $4.39M | 0.43% | 6,200 NS | $1.02B | FIGI |
| Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust | — | $4.30M | 0.59% | 6,067 NS | $734.52M | FIGI |
| The Gabelli Equity Income Fund Gabelli Equity Series Funds Inc | — | $4.25M | 0.96% | 6,000 NS | $441.83M | FIGI |
| Myriad Dynamic Asset Allocation ETF Series Portfolios Trust | MDAA | $4.24M | 1.11% | 5,978 NS | $380.85M | FIGI |
| JNL/BlackRock Global Allocation Fund JNL Series Trust | — | $4.16M | 0.17% | 5,872 NS | $2.43B | FIGI |
| T. Rowe Price All-Cap Opportunities Portfolio T. ROWE PRICE EQUITY SERIES, INC. | — | $4.16M | 0.83% | 5,868 NS | $500.66M | FIGI |
| Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST | — | $4.05M | 0.35% | 5,717 NS | $1.16B | FIGI |
| iShares ESG Select Screened S&P 500 ETF iShares Trust | XVV | $4.04M | 0.66% | 5,698 NS | $611.19M | FIGI |
| VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC | — | $4.02M | 1.38% | 5,679 NS | $290.99M | FIGI |
| Gabelli Dividend & Income Trust — | — | $3.97M | 0.15% | 5,600 NS | $2.65B | FIGI |
| Large Cap Core Fund Northern Funds | — | $3.91M | 1.21% | 5,516 NS | $323.08M | FIGI |
| Fidelity Contrafund K6 Fidelity Contrafund | — | $3.86M | 0.01% | 5,448 NS | $33.57B | FIGI |
| Putnam Dynamic Asset Allocation Conservative … Putnam Asset Allocation Funds | — | $3.85M | 0.48% | 5,439 NS | $809.44M | FIGI |
| MML Equity Index Fund MML SERIES INVESTMENT FUND | — | $3.75M | 0.58% | 5,293 NS | $643.40M | FIGI |
| AB Select US Long/Short Portfolio AB CAP FUND, INC. | — | $3.73M | 0.26% | 5,264 NS | $1.42B | FIGI |
| State Street(R) SPDR(R) S&P(R) 1500 Value Til… SPDR SERIES TRUST | VLU | $3.69M | 0.59% | 5,208 NS | $621.35M | FIGI |
| MFS Research Series MFS VARIABLE INSURANCE TRUST | — | $3.61M | 1.03% | 5,102 NS | $352.27M | FIGI |
| Victory Multi-Cap Fund Victory Portfolios | — | $3.61M | 0.71% | 5,100 NS | $505.89M | FIGI |
| EQ/Large Cap Growth Index Portfolio EQ Advisors Trust | — | $3.61M | 0.14% | 5,094 NS | $2.49B | FIGI |
| NAA LARGE CORE SERIES New Age Alpha Variable Funds Trust | — | $3.58M | 1.50% | 5,050 NS | $238.88M | FIGI |
| NAA LARGE CORE FUND New Age Alpha Funds Trust | — | $3.53M | 1.50% | 4,976 NS | $235.58M | FIGI |
| JNL/Mellon World Index Fund JNL Series Trust | — | $3.50M | 0.42% | 4,946 NS | $843.30M | FIGI |
| NYLIM VP Natural Resources Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | — | $3.50M | 0.95% | 4,944 NS | $366.98M | FIGI |
| LVIP BlackRock Global Allocation Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $3.44M | 0.17% | 4,856 NS | $2.02B | FIGI |