CAT

Caterpillar Inc.

StockIndustrialsAgricultural - MachineryUS$356B market cap

$591.30

▼ −5.2% today

+8.9% 1Y

As of Nov 4, 2026Delayed

Nov 4, 2026 · CAT total return with dividends reinvested, from daily closes · S&P 500 uses VOO over the same dates · CATG has no history over this windowCATS&P 500 · VOO

Held by ETFs: $10.4B; in funds that list it in their top 10
Share of the company: ≈3%; of Caterpillar held through ETFs
Top-10 holding in: 27 ETFs; one of their ten biggest
Built on CAT alone: 1 ETF; 2×
Most per dollar · basket: DIA 7.2%; $72 of every $1,000
Biggest holder: DIA $3.2B; of CAT, 7.2% of the fund

Every ETF Theme Built Around CAT

YTD

2× Daily CAT ETFs

YTD

$5Min 1 fund

CATG$5Mno YTD

Corner: assets · twice CAT’s move each day

ETFs That Pay From CAT

YTD

9.8%top yield · DJIA

DJIA9.8%+10.1%DYLG8.8%+11.1%

Corner: yield · option income, upside capped

Heaviest CAT Baskets

YTD

$72per $1,000 in DIA

DIA7.2%+12.2%VIS5.6%+9.6%XLI5.3%+10.1%DIVO4.5%+12.4%FIDU4.3%+9.5%IYJ3.4%+9.5%

Corner: CAT weight · CAT is the biggest slice

Themes Around CAT

YTD

$132Mof CAT in 3 funds

IFRA3.1%+11.5%AIEQ4.9%+8.7%AMOM3.0%+12.7%

Corner: CAT weight · the themes it sits in

Core ETFs Holding CAT

YTD

$5Mof CAT in 1 fund

QVMT$5Mno YTD

Corner: CAT held · most people own it this way

Geared ETFs Holding CAT

YTD

+24.4%UDOW, the best of 4

UDOW3×+24.4%DDM2×+18.5%DUSL3×+12.9%UXI2×+12.4%

Corner: leverage · index funds with CAT inside

CAT Through Other ETFs

YTD

$25per $1,000 in THIR

THIR2.5%+3.5%BAMO1.5%+8.2%EMPB0.9%+17.3%SECT0.6%+11.1%SSUS0.6%+15.7%BUYW0.6%+6.9%

Corner: CAT weight · held through other ETFs

End-of-day Nov 5, 2026 · each tile is one fund · closest to the stock first, then outward

Where the Money Sits

Where the ETF Money in CAT Sits

Today

61%in US Stock Styles funds

US Stock Styles $6.3BSectors $2.3BIncome $1.6BThematic $132MOther $55MLow-Cost Core $5M

DIA$3.2B · 7.2%VTV$2.6B · 1.4%DUHPGARPGFLW3 moreXLI$1.7B · 5.3%VIS$448M · 5.6%FIDUIYJEXI1 moreVYM$1.2B · 1.6%DIVODJIA1 moreIFRA2 moreBIBL, PTL, …QVMT

Tile size = dollars of CAT held% = CAT’s weight in the fund

End-of-day Nov 5, 2026 · $10.4B across funds that list CAT in their top 10

Core ETFs Holding the Most CAT

YTD

$5Mof CAT in 1 core fund

FundNameHeld ▼Per $1KYTDFeeAssets

QVMTInvesco S&P 500 Concentrated QVM ETF$5M$38—0.13%$122M

Through other ETFs · 6 fundsCAT per $1,000

THIR2.5% via DIA$25+3.5%

BAMO1.5% via DIA$15+8.2%

EMPB0.9% via XLI$9+17.3%

End-of-day Nov 5, 2026 · held = dollars of CAT in the fund

Open in desk

More of It

Most CAT per $1,000

Today

$2,000of CAT per $1,000 in the 1 2× daily fund · then DIA, the heaviest basket at $72

#FundNameIssuerPer $1K ▼YTDOpen

1CATGLeverage Shares 2x Long CAT Daily ETFLeverageShares$2,000—Open

2GASZCorgi Natural Gas Power & Turbines ETFCorgi$114—Open

3DJIAGlobal X Dow 30 Covered Call ETFGlobal X$72+10.1%Open

4DYLGGlobal X Dow 30 Covered Call & Growth ETFGlobal X$72+11.1%Open

5DIAState Street SPDR Dow Jones Industrial Average ETF TrustState Street$72+12.2%Open

6BIBLInspire 100 ETFInspire$71+17.8%Open

7BUILRebuild America ETFRiver1$67—Open

8VISVanguard Industrials ETFVanguard$56+9.6%Open

9TRUIVanEck Industrials TruSector ETFVanEck$54—Open

10XLIState Street Industrial Select Sector SPDR ETFState Street$53+10.1%Open

End-of-day Nov 5, 2026 · 2× funds reset daily · ties ranked by assets · geared index funds not ranked (per $1,000 not in the data)

Thematic ETFs Holding CAT

Today

$72in DIA, the heaviest basket

FundPer $1,000YTD

DIA$72+12.2%

VIS$56+9.6%

XLI$53+10.1%

DIVO$45+12.4%

FIDU$43+9.5%

IYJ$34+9.5%

End-of-day Nov 5, 2026 · bars run to $200

2× Daily CAT ETFs

YTD

$5Min 1 fund

2× daily$2,000 of CAT per $1,000

CATG$5M—

Past yearCAT +8.9%CATG —

End-of-day Nov 5, 2026 · all reset daily

Geared ETFs Holding CAT

YTD

+24.4%UDOW, the best of 4

FundAssetsYTD

UDOW3×$841M+24.4%

DDM2×$507M+18.5%

DUSL3×$42M+12.9%

UXI2×$27M+12.4%

End-of-day Nov 5, 2026 · 3× and 2× index funds

Income from It

CAT Income ETFs

Yield · Today

9.8%yield · DJIA, the biggest
2 income funds holding CAT

Invest $10,000 in DJIA · currently about $982 a year

FundYieldOn $10KYTD

DJIAGlobal X9.8%$982/yr+10.1%

DYLGGlobal X8.8%$880/yr+11.1%

End-of-day Nov 5, 2026 · trailing yield · payouts can fall

Income ETFs Holding CAT, by Yield

Yield · Today

9.8%top yield, DJIA · highest payout first

#FundNameIssuerYield ▼YTDOpen

1DJIAGlobal X Dow 30 Covered Call ETFGlobal X9.8%+10.1%Open

2DYLGGlobal X Dow 30 Covered Call & Growth ETFGlobal X8.8%+11.1%Open

End-of-day Nov 5, 2026 · trailing yield · payouts can fall · option income caps the upside

Income Strategies Holding CAT

YTD

$1.6Bof CAT held by 4 income funds · VYM is the largest

StrategyFundNameCAT per $1,000YieldYTDAssets

Covered callsDJIAGlobal X Dow 30 Covered Call ETF$729.8%+10.1%$214M

Covered callsDYLGGlobal X Dow 30 Covered Call & Growth ETF$728.8%+11.1%$5M

Dividend stocksVYMVanguard High Dividend Yield ETF$162.2%+17.2%$78.9B

On $10KDJIA $982/yr DYLG $880/yr VYM $222/yr

End-of-day Nov 5, 2026 · $1.6B = income funds that list CAT in their top 10 · trailing yield

Thematic ETFs

Themes Around CAT

YTD

$132Mof CAT held in 3 theme funds

IFRA+11.5%$4.1B · 3.1% CAT

Size = assets · colour = YTD · CAT weight in eachAll 3 →

End-of-day Nov 5, 2026

IFRA vs AIEQ

YTD

IFRAiShares · InfrastructureAIEQAmplify · AI & semis

Year to date

+11.5%

+8.7%

IFRA wins+2.8 pts

Past year

+12.3%

+7.8%

IFRA wins+4.5 pts

Fee

0.30%

0.75%

IFRA winslower fee

Yield

1.8%

0.4%

IFRA wins+1.4 pts

AUM

$4.1B

$111M

IFRA36.7× more

4–0IFRA wins

End-of-day Nov 4, 2026 · AUM not scored

CAT Themes Ranked by Return

YTD

+12.7%AMOM, the best of the theme funds holding CAT

#FundNameIssuerYTD ▼CATOpen

1AMOMQRAFT AI-Enhanced U.S. Large Cap Momentum ETFDefiance+12.7%3.0%Open

2IFRAiShares U.S. Infrastructure ETFiShares+11.5%3.1%Open

3AIEQAmplify AI Powered Equity ETFAmplify+8.7%4.9%Open

End-of-day Nov 5, 2026 · CAT = its weight in each fund

IFRA & AIEQ vs Thematic

Average · YTD

IFRA

+11.5%

AIEQ

+8.7%

Thematic average

+7.7%

End-of-day Nov 4, 2026