Caterpillar Inc.(CAT) - ETFs Holding

Last updated 2024-12-22

ETF List

ETFs Holding Caterpillar Inc.(CAT). This analysis helps identify ETFs that hold this particular stock, allowing you to strike a balance between stock selection and risk diversification.

ETF Ticker	ETF Name	Ratio	Five-Year Annualized Return	Five-Year Sharpe Ratio	Five-Year Maximum Drawdown
DIA	SPDR Dow Jones Industrial Average ETF Trust	5.33%	10.5%	0.36	-36.7%
XLI	Industrial Select Sector SPDR Fund	4.36%	12%	0.4	-42.3%
SPHQ	Invesco S&P 500 Quality ETF	2%	15.8%	0.59	-31.6%
NOBL	ProShares S&P 500 Dividend Aristocrats ETF	1.51%	9.8%	0.34	-35.4%
QUAL	iShares MSCI USA Quality Factor ETF	1.18%	13.8%	0.49	-34.1%
VYM	Vanguard High Dividend Yield Index Fund	1.07%	9.7%	0.33	-35.2%
VIG	Vanguard Dividend Appreciation Index Fund	1.02%	11.7%	0.43	-31.7%
VTV	Vanguard Value Index Fund	0.87%	10%	0.34	-36.8%
SCHV	Schwab U.S. Large-Cap Value ETF	0.77%	9.9%	0.34	-37.1%
SDY	SPDR S&P Dividend ETF	0.72%	7.3%	0.21	-36.7%
DGRO	iShares Core Dividend Growth ETF	0.69%	10.5%	0.36	-35.1%
VONV	Vanguard Russell 1000 Value Index Fund	0.63%	10.4%	0.36	-38.2%
IWD	iShares Russell 1000 Value ETF	0.61%	8.6%	0.28	-38.5%
FNDX	Schwab Fundamental U.S. Large Company Index ETF	0.42%	14.5%	0.53	-37.7%
VV	Vanguard Large Cap Index Fund	0.39%	14.8%	0.53	-34.3%
VOO	Vanguard 500 Index Fund	0.39%	14.8%	0.53	-34%
VOOG	Vanguard S&P 500 Growth Index Fund	0.39%	17.3%	0.6	-32.7%
SPYV	SPDR Portfolio S&P 500 Value ETF	0.37%	10.6%	0.37	-36.9%
IVE	iShares S&P 500 Value ETF	0.36%	10.4%	0.36	-37%
SPY	SPDR S&P 500 ETF Trust	0.36%	14.7%	0.54	-33.7%
SPLG	SPDR Portfolio S&P 500 ETF	0.36%	14.8%	0.54	-33.9%
IVV	iShares Core S&P 500 ETF	0.35%	14.8%	0.53	-33.9%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.35%	-	-	-
IUSV	iShares Core S&P U.S. Value ETF	0.35%	12.3%	0.46	-37.5%
SPYG	SPDR Portfolio S&P 500 Growth ETF	0.35%	17.5%	0.59	-32.7%
SCHX	Schwab U.S. Large-Cap ETF	0.35%	14.6%	0.53	-34.3%
IVW	iShares S&P 500 Growth ETF	0.34%	17.3%	0.59	-32.7%
VTI	Vanguard Total Stock Market Index Fund	0.34%	14.1%	0.5	-35%
SCHB	Schwab U.S. Broad Market ETF	0.33%	14.1%	0.5	-35.3%
IUSG	iShares Core S&P U.S. Growth ETF	0.33%	17%	0.58	-32.4%
IWB	iShares Russell 1000 ETF	0.32%	14.4%	0.52	-34.6%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.3%	14.1%	0.5	-35%
ESGU	iShares ESG Aware MSCI USA ETF	0.28%	11.8%	0.44	-33.9%
ACWI	iShares MSCI ACWI ETF	0.25%	11.5%	0.42	-33.5%
GSLC	Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	0.23%	15%	0.56	-33.7%
VT	Vanguard Total World Stock Index Fund	0.22%	10.1%	0.35	-34.2%
RSP	Invesco S&P 500 Equal Weight ETF	0.2%	10.7%	0.36	-39%
JEPI	JPMorgan Equity Premium Income ETF	0.14%	-	-	-
JPST	JPMorgan Ultra-Short Income ETF	0.13%	2.6%	-1.75	-3.3%
VONG	Vanguard Russell 1000 Growth Index Fund	0.1%	19.3%	0.66	-32.7%
IWF	iShares Russell 1000 Growth ETF	0.08%	19.2%	0.65	-32.7%

Disclaimer

1. The information provided is for reference only and does not constitute any guarantee of profits or specific stock and price point recommendations.

2. The information is not complete; for comprehensive data, please refer to the relevant websites.

3. All stock market data analyses are subject to survivorship bias.

Caterpillar Inc. (CAT)

ETF List

ETFs Holding Caterpillar Inc.(CAT). This analysis helps identify ETFs that hold this particular stock, allowing you to strike a balance between stock selection and risk diversification.