Caterpillar Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| HARTFORD DISCIPLINED EQUITY HLS FUND HARTFORD SERIES FUND INC | — | $3.39M | 0.12% | 4,783 NS | $2.78B | FIGI |
| AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I | — | $3.31M | 0.20% | 4,666 NS | $1.64B | FIGI |
| Applied Finance Valuation Large Cap ETF ETF Opportunities Trust | VSLU | $3.30M | 0.75% | 4,661 NS | $440.03M | FIGI |
| NYLIM VP MFS Research Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | — | $3.30M | 1.03% | 4,652 NS | $320.51M | FIGI |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | — | $3.29M | 0.46% | 4,640 NS | $722.25M | FIGI |
| VIP Contrafund Portfolio Variable Insurance Products Fund II | — | $3.26M | 0.01% | 4,600 NS | $26.52B | FIGI |
| AVIP BlackRock Advantage Large Cap Core Portf… AuguStar Variable Insurance Products Fund… | — | $3.26M | 1.07% | 4,595 NS | $305.12M | FIGI |
| U.S. Quality ESG Fund Northern Funds | — | $3.25M | 1.01% | 4,581 NS | $322.01M | FIGI |
| JNL S&P 500 Index Fund JNL Series Trust | — | $3.20M | 0.58% | 4,515 NS | $550.21M | FIGI |
| Quantified Common Ground Fund Advisors Preferred Trust | — | $3.15M | 2.67% | 4,445 NS | $117.76M | FIGI |
| SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST | — | $3.15M | 0.42% | 4,444 NS | $749.80M | FIGI |
| Fidelity Advisor New Insights Fund Fidelity Contrafund | — | $2.98M | 0.01% | 4,200 NS | $23.49B | FIGI |
| CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. | — | $2.96M | 0.58% | 4,173 NS | $512.81M | FIGI |
| BlackRock ESG Capital Allocation Term Trust — | — | $2.91M | 0.20% | 4,110 NS | $1.45B | FIGI |
| EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust | — | $2.90M | 0.20% | 4,089 NS | $1.45B | FIGI |
| PSF Global Portfolio Prudential Series Fund | — | $2.87M | 0.28% | 4,054 NS | $1.04B | FIGI |
| State Street(R) SPDR(R) MSCI USA Gender Diver… SPDR SERIES TRUST | SHE | $2.87M | 1.07% | 4,045 NS | $268.70M | FIGI |
| VY(R) INVESCO COMSTOCK PORTFOLIO Voya Partners Inc | — | $2.86M | 1.35% | 4,043 NS | $211.94M | FIGI |
| 1290 VT Socially Responsible Portfolio EQ Advisors Trust | — | $2.85M | 1.11% | 4,016 NS | $257.37M | FIGI |
| EQ/Large Cap Growth Managed Volatility Portfo… EQ Advisors Trust | — | $2.82M | 0.07% | 3,977 NS | $4.00B | FIGI |
| Dow 2x Strategy Fund Rydex Dynamic Funds | — | $2.75M | 7.68% | 3,880 NS | $35.81M | FIGI |
| Virtus KAR Equity Income Fund Virtus Equity Trust | — | $2.73M | 1.68% | 3,853 NS | $162.03M | FIGI |
| Alger Capital Appreciation Portfolio ALGER PORTFOLIOS | — | $2.72M | 0.41% | 3,845 NS | $659.92M | FIGI |
| Clearwater Core Equity Fund Clearwater Investment Trust | — | $2.67M | 0.19% | 3,775 NS | $1.39B | FIGI |
| Global Atlantic BlackRock Disciplined Value P… Forethought Variable Insurance Trust | — | $2.66M | 1.19% | 3,753 NS | $223.24M | FIGI |
| SFT T. Rowe Price Value Fund Securian Funds Trust | — | $2.63M | 1.30% | 3,712 NS | $202.14M | FIGI |
| BlackRock Capital Allocation Term Trust — | — | $2.63M | 0.18% | 3,710 NS | $1.49B | FIGI |
| WesMark Balanced Fund WesMark Funds | — | $2.59M | 2.64% | 3,650 NS | $98.08M | FIGI |
| EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust | — | $2.56M | 0.16% | 3,609 NS | $1.63B | FIGI |
| Invesco V.I. Technology Fund AIM Variable Insurance Funds (Invesco Var… | — | $2.53M | 1.06% | 3,566 NS | $238.20M | FIGI |
| EQ/AB Dynamic Growth Portfolio EQ Advisors Trust | — | $2.51M | 0.25% | 3,538 NS | $1.00B | FIGI |
| Gateway Equity Call Premium Fund Gateway Trust | — | $2.49M | 0.86% | 3,508 NS | $287.58M | FIGI |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | — | $2.46M | 0.15% | 3,479 NS | $1.64B | FIGI |
| Eaton Vance Tax-Managed Buy-Write Income Fund — | — | $2.42M | 0.52% | 3,417 NS | $463.09M | FIGI |
| Six Circles Managed Equity Portfolio Internat… SIX CIRCLES TRUST | — | $2.41M | 0.02% | 3,403 NS | $12.97B | FIGI |
| MFS Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II | — | $2.33M | 0.87% | 3,284 NS | $268.44M | FIGI |
| VOYA RUSSELLTM LARGE CAP GROWTH INDEX PORTFOL… Voya VARIABLE PORTFOLIOS INC | — | $2.32M | 0.17% | 3,278 NS | $1.36B | FIGI |
| LVIP ClearBridge Franklin Select Large Cap Ma… LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $2.27M | 0.57% | 3,198 NS | $394.76M | FIGI |
| EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust | — | $2.22M | 0.21% | 3,139 NS | $1.03B | FIGI |
| NYLIM VP Fidelity Institutional AM Utilities … NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | — | $2.20M | 0.25% | 3,100 NS | $876.50M | FIGI |
| AB Select US Equity Portfolio AB CAP FUND, INC. | — | $2.19M | 0.70% | 3,091 NS | $313.77M | FIGI |
| MOA BALANCED FUND MoA Funds Corp | — | $2.13M | 1.03% | 3,007 NS | $206.41M | FIGI |
| NAA ALLOCATION FUND New Age Alpha Funds Trust | — | $2.11M | 1.20% | 2,978 NS | $176.43M | FIGI |
| AVIP BlackRock Advantage Large Cap Value Port… AuguStar Variable Insurance Products Fund… | — | $2.07M | 1.14% | 2,928 NS | $182.44M | FIGI |
| IMS Capital Value Fund 360 Funds | — | $2.05M | 3.99% | 2,900 NS | $51.48M | FIGI |
| Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. | — | $2.04M | 0.28% | 2,876 NS | $716.00M | FIGI |
| iShares U.S. Manufacturing ETF iShares Trust | MADE | $2.00M | 4.16% | 2,820 NS | $47.99M | FIGI |
| Aggressive Investors 1 Fund Bridgeway Funds, Inc. | — | $1.98M | 0.98% | 2,800 NS | $203.27M | FIGI |
| AVIP BlackRock Balanced Allocation Portfolio AuguStar Variable Insurance Products Fund… | — | $1.97M | 0.59% | 2,786 NS | $337.39M | FIGI |
| BlackRock Capital Appreciation V.I. Fund BlackRock Variable Series Funds, Inc. | — | $1.95M | 2.63% | 2,752 NS | $74.15M | FIGI |