Caterpillar Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $10.47B | 0.53% | 14,774,691 NS | $1.99T | FIGI |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | VOO | $8.38B | 0.59% | 11,822,770 NS | $1.42T | FIGI |
| iShares Core S&P 500 ETF iShares Trust | IVV | $4.24B | 0.59% | 5,983,758 NS | $720.54B | FIGI |
| N/A — | — | $3.84B | 0.59% | 5,419,258 NS | $651.59B | FIGI |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | VTV | $3.05B | 1.35% | 4,303,740 NS | $225.69B | FIGI |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | — | $1.86B | 0.59% | 2,623,484 NS | $315.46B | FIGI |
| State Street(R) Industrial Select Sector SPDR… SELECT SECTOR SPDR TRUST | XLI | $1.85B | 6.53% | 2,610,119 NS | $28.33B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYM | $693.08M | 0.59% | 978,295 NS | $117.66B | FIGI |
| iShares S&P 500 Growth ETF iShares Trust | IVW | $692.72M | 1.14% | 977,783 NS | $60.92B | FIGI |
| iShares Russell 1000 Value ETF iShares Trust | IWD | $660.62M | 0.95% | 932,467 NS | $69.79B | FIGI |
| American Balanced Fund American Balanced Fund | — | $566.77M | 0.21% | 800,000 NS | $263.86B | FIGI |
| VANGUARD PRIMECAP FUND VANGUARD CHESTER FUNDS | — | $521.41M | 0.72% | 735,970 NS | $72.40B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYG | $473.47M | 1.14% | 668,308 NS | $41.63B | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $414.24M | 0.52% | 584,699 NS | $79.62B | FIGI |
| T. Rowe Price Value Fund, Inc. T. ROWE PRICE VALUE FUND, INC. | — | $414.07M | 1.30% | 584,466 NS | $31.88B | FIGI |
| New Perspective Fund New Perspective Fund | — | $394.22M | 0.26% | 556,452 NS | $152.76B | FIGI |
| State Farm Growth Fund Advisers Investment Trust | — | $393.67M | 4.41% | 555,668 NS | $8.92B | FIGI |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | VV | $386.98M | 0.60% | 546,224 NS | $64.18B | FIGI |
| VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | — | $356.71M | 0.57% | 503,495 NS | $62.55B | FIGI |
| Amplify CWP Enhanced Dividend Income ETF Amplify ETF Trust | DIVO | $333.01M | 5.04% | 470,047 NS | $6.61B | FIGI |
| Investment Co of America Investment Co of America | — | $327.30M | 0.20% | 461,986 NS | $165.95B | FIGI |
| College Retirement Equities Fund - Total Glob… College Retirement Equities Fund | — | $325.44M | 0.25% | 459,358 NS | $129.17B | FIGI |
| S&P 500 Index Master Portfolio Master Investment Portfolio | — | $300.41M | 0.58% | 424,035 NS | $51.91B | FIGI |
| iShares Core S&P U.S. Growth ETF iShares Trust | IUSG | $279.46M | 1.08% | 394,460 NS | $25.97B | FIGI |
| iShares Russell 1000 ETF iShares Trust | IWB | $234.16M | 0.55% | 330,516 NS | $42.78B | FIGI |
| T. Rowe Price U.S. Large-Cap Core Fund, Inc. T. ROWE PRICE U.S. LARGE-CAP CORE FUND, I… | — | $230.73M | 1.40% | 325,680 NS | $16.52B | FIGI |
| College Retirement Equities Fund - Global Equ… College Retirement Equities Fund | — | $225.04M | 0.67% | 317,652 NS | $33.37B | FIGI |
| American Funds Fundamental Investors American Funds Fundamental Investors | — | $221.25M | 0.14% | 312,300 NS | $153.97B | FIGI |
| T. Rowe Price Dividend Growth Fund, Inc. T. ROWE PRICE DIVIDEND GROWTH FUND, INC. | — | $219.26M | 0.97% | 309,487 NS | $22.66B | FIGI |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | — | $205.83M | 0.59% | 290,535 NS | $34.99B | FIGI |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | — | $204.05M | 0.66% | 288,015 NS | $30.85B | FIGI |
| WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust | DGRW | $197.94M | 1.29% | 279,388 NS | $15.37B | FIGI |
| Large Cap Index Master Portfolio Master Investment Portfolio | — | $196.03M | 0.54% | 276,693 NS | $36.29B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $185.59M | 0.32% | 261,959 NS | $58.89B | FIGI |
| Growth-Income Fund AMERICAN FUNDS INSURANCE SERIES | — | $183.76M | 0.45% | 259,373 NS | $40.80B | FIGI |
| Growth Fund AMERICAN FUNDS INSURANCE SERIES | — | $169.44M | 0.34% | 239,170 NS | $49.59B | FIGI |
| Six Circles Managed Equity Portfolio U.S. Unc… SIX CIRCLES TRUST | — | $166.69M | 0.60% | 235,279 NS | $27.78B | FIGI |
| iShares Russell 1000 Growth ETF iShares Trust | IWF | $162.82M | 0.15% | 229,821 NS | $111.77B | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $158.85M | 0.52% | 224,216 NS | $30.28B | FIGI |
| iShares U.S. Infrastructure ETF iShares Trust | IFRA | $155.24M | 4.20% | 219,126 NS | $3.70B | FIGI |
| College Retirement Equities Fund - S&P 500 In… College Retirement Equities Fund | — | $150.28M | 0.59% | 212,127 NS | $25.58B | FIGI |
| iShares S&P 100 ETF iShares Trust | OEF | $145.75M | 0.82% | 205,729 NS | $17.84B | FIGI |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | — | $135.09M | 0.52% | 190,677 NS | $26.03B | FIGI |
| Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC | — | $124.55M | 0.61% | 175,800 NS | $20.34B | FIGI |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $122.06M | 0.58% | 172,284 NS | $21.10B | FIGI |
| College Retirement Equities Fund - Responsibl… College Retirement Equities Fund | — | $120.52M | 0.59% | 170,109 NS | $20.53B | FIGI |
| T. Rowe Price All-Cap Opportunities Fund T. Rowe Price All-Cap Opportunities Fund,… | — | $119.37M | 0.83% | 168,496 NS | $14.36B | FIGI |
| T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, … | — | $119.36M | 0.76% | 168,476 NS | $15.64B | FIGI |
| JNL/Mellon Dow Index Fund JNL Series Trust | — | $114.45M | 9.36% | 161,550 NS | $1.22B | FIGI |
| Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES | — | $109.14M | 0.96% | 154,056 NS | $11.40B | FIGI |