Caterpillar Inc.(CAT) - ETFs Holding

Last updated 2024-11-04

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	5.93%	10.9%	0.39	-36.7%
XLI	Industrial Select Sector SPDR Fund	4.47%	12.4%	0.43	-42.3%
QUAL	iShares MSCI USA Quality Factor ETF	1.4%	14.8%	0.54	-34.1%
VYM	Vanguard High Dividend Yield Index Fund	1.08%	10.5%	0.38	-35.2%
VIG	Vanguard Dividend Appreciation Index Fund	1.01%	12.4%	0.47	-31.7%
VTV	Vanguard Value Index Fund	0.86%	11.2%	0.41	-36.8%
DGRO	iShares Core Dividend Growth ETF	0.72%	11.6%	0.43	-35.1%
SDY	SPDR S&P Dividend ETF	0.71%	8.4%	0.28	-36.7%
IWD	iShares Russell 1000 Value ETF	0.64%	9.6%	0.33	-38.5%
JPST	JPMorgan Ultra-Short Income ETF	0.47%	2.6%	-1.57	-3.3%
VV	Vanguard Large Cap Index Fund	0.39%	15%	0.55	-34.3%
IVW	iShares S&P 500 Growth ETF	0.39%	16.9%	0.59	-32.7%
SPYG	SPDR Portfolio S&P 500 Growth ETF	0.39%	17%	0.59	-32.7%
VOO	Vanguard 500 Index Fund	0.39%	15.1%	0.56	-34%
IVV	iShares Core S&P 500 ETF	0.38%	15.1%	0.56	-33.9%
DFAC	Dimensional U.S. Core Equity 2 ETF	0.38%	-	-	-
SPY	SPDR S&P 500 ETF Trust	0.38%	15%	0.56	-33.7%
SPLG	SPDR Portfolio S&P 500 ETF	0.38%	15.1%	0.56	-33.9%
IVE	iShares S&P 500 Value ETF	0.37%	11.7%	0.43	-37%
SPYV	SPDR Portfolio S&P 500 Value ETF	0.37%	11.8%	0.43	-36.9%
IUSG	iShares Core S&P U.S. Growth ETF	0.37%	16.6%	0.58	-32.3%
IWB	iShares Russell 1000 ETF	0.35%	14.7%	0.54	-34.6%
IUSV	iShares Core S&P U.S. Value ETF	0.35%	11.7%	0.43	-37.5%
SCHX	Schwab U.S. Large-Cap ETF	0.35%	14.9%	0.55	-34.3%
VTI	Vanguard Total Stock Market Index Fund	0.34%	14.4%	0.52	-35%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.33%	14.3%	0.52	-35%
SCHB	Schwab U.S. Broad Market ETF	0.33%	14.4%	0.52	-35.2%
VT	Vanguard Total World Stock Index Fund	0.31%	10.8%	0.39	-34.2%
ESGU	iShares ESG Aware MSCI USA ETF	0.28%	11.8%	0.44	-33.9%
ACWI	iShares MSCI ACWI ETF	0.24%	10.9%	0.39	-33.5%
RSP	Invesco S&P 500 Equal Weight ETF	0.22%	11.6%	0.41	-39%
JPST	JPMorgan Ultra-Short Income ETF	0.14%	2.6%	-1.57	-3.3%
IWF	iShares Russell 1000 Growth ETF	0.1%	18.8%	0.65	-32.7%
VONG	Vanguard Russell 1000 Growth Index Fund	0.1%	18.9%	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.