Caterpillar Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST | — | $1.09M | 0.20% | 1,543 NS | $557.97M | FIGI |
| AST Quantitative Modeling Portfolio Advanced Series Trust | — | $1.09M | 0.24% | 1,535 NS | $449.74M | FIGI |
| AVIP BlackRock Advantage Large Cap Growth Por… AuguStar Variable Insurance Products Fund… | — | $1.09M | 0.26% | 1,534 NS | $414.08M | FIGI |
| THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | — | $1.05M | 0.29% | 1,479 NS | $366.78M | FIGI |
| Relative Strength Managed Volatility Strategy… Listed Funds Trust | RSMV | $1.04M | 3.61% | 1,473 NS | $28.88M | FIGI |
| FT Vest Total Return Income Fund: Series A4 — | — | $1.04M | 1.25% | 1,470 NS | $83.00M | FIGI |
| State Street(R) SPDR(R) MSCI World StrategicF… SPDR INDEX SHARES FUNDS | QWLD | $1.04M | 0.58% | 1,464 NS | $177.96M | FIGI |
| T. Rowe Price Integrated U.S. Large-Cap Value… T. ROWE PRICE INTEGRATED EQUITY FUNDS, IN… | — | $1.03M | 1.41% | 1,450 NS | $72.69M | FIGI |
| Parametric Hedged Equity ETF Morgan Stanley ETF Trust | PHEQ | $1.03M | 0.84% | 1,450 NS | $121.78M | FIGI |
| Schroders Global Multi-Asset Portfolio Brighthouse Funds Trust I | — | $1.01M | 0.18% | 1,424 NS | $547.25M | FIGI |
| State Farm Balanced Fund Advisers Investment Trust | — | $991.8K | 0.04% | 1,400 NS | $2.62B | FIGI |
| Monetta Fund MONETTA TRUST | — | $991.8K | 1.08% | 1,400 NS | $91.75M | FIGI |
| iShares Texas Equity ETF iShares Trust | TEXN | $991.1K | 6.26% | 1,399 NS | $15.83M | FIGI |
| Growth Equity Index Fund GuideStone Funds | — | $986.9K | 0.14% | 1,393 NS | $688.40M | FIGI |
| MOA ALL AMERICA FUND MoA Funds Corp | — | $971.3K | 0.35% | 1,371 NS | $281.46M | FIGI |
| THRIVENT ALL CAP PORTFOLIO Thrivent Series Fund, Inc. | — | $952.9K | 0.47% | 1,345 NS | $202.76M | FIGI |
| Capital Income Builder AMERICAN FUNDS INSURANCE SERIES | — | $947.2K | 0.06% | 1,337 NS | $1.66B | FIGI |
| VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II | CFA | $940.8K | 0.18% | 1,328 NS | $517.25M | FIGI |
| Nova Fund Rydex Series Funds | — | $933.8K | 0.43% | 1,318 NS | $215.62M | FIGI |
| DWS Core Equity VIP DEUTSCHE DWS VARIABLE SERIES I | — | $923.8K | 0.88% | 1,304 NS | $104.89M | FIGI |
| SA Multi-Managed Large Cap Growth Portfolio SEASONS SERIES TRUST | — | $915.3K | 0.40% | 1,292 NS | $228.73M | FIGI |
| DF Tactical 30 ETF Northern Lights Fund Trust | — | $914.6K | 3.30% | 1,291 NS | $27.69M | FIGI |
| AZL Fidelity Institutional Asset Management M… Allianz Variable Insurance Products Trust | — | $914.6K | 0.07% | 1,291 NS | $1.26B | FIGI |
| Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Var… | — | $910.4K | 0.20% | 1,285 NS | $458.67M | FIGI |
| S&P 500 2x Strategy Fund Rydex Dynamic Funds | — | $893.4K | 0.49% | 1,261 NS | $181.47M | FIGI |
| EQ/Invesco Moderate Growth Allocation Portfol… EQ Advisors Trust | — | $878.5K | 0.21% | 1,240 NS | $422.47M | FIGI |
| AUXIER FOCUS FUND FORUM FUNDS | — | $878.5K | 0.28% | 1,240 NS | $318.11M | FIGI |
| CYBER HORNET S&P 500 Index Funds | — | $874.9K | 0.59% | 1,235 NS | $147.76M | FIGI |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | — | $872.8K | 0.94% | 1,232 NS | $92.74M | FIGI |
| VIP Utilities Portfolio Variable Insurance Products Fund IV | — | $850.2K | 0.24% | 1,200 NS | $360.24M | FIGI |
| First Trust Dorsey Wright Momentum & Low Vola… First Trust Exchange-Traded Fund VI | DVOL | $844.5K | 1.22% | 1,192 NS | $69.18M | FIGI |
| FT Vest Hedged Equity Income Fund: Series A2 — | — | $836.7K | 1.27% | 1,181 NS | $65.70M | FIGI |
| American Funds Global Balanced Fund AMERICAN FUNDS INSURANCE SERIES | — | $827.5K | 0.19% | 1,168 NS | $442.66M | FIGI |
| AZL Russell 1000 Growth Index Fund Allianz Variable Insurance Products Trust | — | $780.7K | 0.15% | 1,102 NS | $536.93M | FIGI |
| Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC | — | $745.3K | 0.10% | 1,052 NS | $780.95M | FIGI |
| Overlay A Portfolio BERNSTEIN SANFORD C FUND INC | — | $739.6K | 0.19% | 1,044 NS | $397.77M | FIGI |
| S&P 500 Fund Rydex Series Funds | — | $736.1K | 0.53% | 1,039 NS | $139.23M | FIGI |
| VictoryShares US 500 Enhanced Volatility Wtd … Victory Portfolios II | CFO | $721.9K | 0.18% | 1,019 NS | $397.01M | FIGI |
| Gotham Large Value Fund FundVantage Trust | — | $714.8K | 2.27% | 1,009 NS | $31.51M | FIGI |
| USGI GLOBAL RESOURCES FUND U.S. GLOBAL INVESTORS FUNDS | — | $708.5K | 1.45% | 1,000 NS | $48.84M | FIGI |
| First Trust Dorsey Wright Momentum & Dividend… First Trust Exchange-Traded Fund VI | DDIV | $708.5K | 1.13% | 1,000 NS | $62.72M | FIGI |
| THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | — | $684.4K | 0.12% | 966 NS | $564.41M | FIGI |
| Touchstone ETF Trust-Touchstone Dividend Sele… Touchstone ETF Trust | DVND | $663.8K | 1.71% | 937 NS | $38.89M | FIGI |
| Spectrum Fund Meeder Funds | — | $661.0K | 0.27% | 933 NS | $241.63M | FIGI |
| EQ/Invesco Moderate Allocation Portfolio EQ Advisors Trust | — | $660.3K | 0.18% | 932 NS | $367.12M | FIGI |
| LVIP American Century Disciplined Core Value … LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $645.4K | 0.26% | 911 NS | $247.84M | FIGI |
| AXS FTSE Venture Capital Return Tracker Fund INVESTMENT MANAGERS SERIES TRUST II | — | $640.4K | 0.90% | 904 NS | $71.23M | FIGI |
| MFS Global Research Portfolio MFS VARIABLE INSURANCE TRUST II | — | $616.4K | 0.88% | 870 NS | $70.06M | FIGI |
| THRIVENT ESG INDEX PORTFOLIO Thrivent Series Fund, Inc. | — | $615.7K | 1.04% | 869 NS | $59.44M | FIGI |
| T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. | — | $610.7K | 0.28% | 862 NS | $216.25M | FIGI |