Which New Zealand managed funds hold CATERPILLAR INC?

41 New Zealand managed funds hold CATERPILLAR INC as a direct holding, across 9 fund managers. Weights range from 0.010% to 0.970% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding CATERPILLAR INC indirectly through an underlying fund or ETF are not counted, so this is a floor rather than a total.

Which NZ fund has the largest holding in CATERPILLAR INC?

Kernel S&P Global 100 Fund has the largest direct holding at 0.970% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold CATERPILLAR INC?

41 funds hold CATERPILLAR INC directly, across 9 managers. Weights are the percentage of each fund's net assets, as filed with the FMA.

FMA Disclose — full portfolio holdings

Direct holdings only. Funds that hold CATERPILLAR INC indirectly — through an underlying fund, trust or ETF — are not listed here. Disclose filings do not distinguish a wrapper from a security, so this page cannot see through one. It is a floor, not a total.

Fund	Manager	% of fund
Kernel S&P Global 100 Fund	Kernel	0.970%
Kernel S&P Global 100 (NZD Hedged) Fund	Kernel	0.970%
SBS Wealth World Equity Portfolio	SBS Wealth	0.680%
Kernel S&P 500 (Unhedged) Fund	Kernel	0.590%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	0.590%
Kernel High Growth Fund	Kernel	0.390%
Mercer All Country Global Shares Index Fund	Mercer	0.380%
Booster Wealth Geared Growth Fund	Booster	0.310%
Mercer Responsible Global Shares Fund	Mercer	0.300%
SBS Wealth Balanced Strategy	SBS Wealth	0.300%
ACI Growth Fund	AACI	0.290%
Mercer Core Hedged Global Shares Fund	Mercer	0.290%
Mercer Global Shares Fund	Mercer	0.290%
Mercer Core Global Shares Fund	Mercer	0.280%
Booster Socially Responsible High Growth Fund	Booster	0.270%
Booster Wealth High Growth Fund	Booster	0.250%
Booster Socially Responsible Growth Fund	Booster	0.210%
Kernel Balanced Fund	Kernel	0.210%
Booster Wealth Growth Fund	Booster	0.190%
ANZ Investments OneAnswer International Share Fund	ANZ Investments	0.180%
Booster Shielded Growth Fund	Booster	0.180%
Booster Socially Responsible Balanced Fund	Booster	0.160%
SBS Wealth Conservative Strategy	SBS Wealth	0.150%
Mercer Responsible Balanced Fund	Mercer	0.140%
Booster Wealth Balanced Fund	Booster	0.140%
AMP International Shares Managed Fund	AMP	0.130%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.130%
Fisher Funds Global Fund	Fisher Funds	0.120%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.110%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.090%
Booster Wealth Moderate Fund	Booster	0.090%
ACI Conservative Fund	AACI	0.080%
AMP Aggressive Managed Fund	AMP	0.070%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.070%
Fisher Funds Growth Fund	Fisher Funds	0.060%
AMP Growth Managed Fund	AMP	0.050%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.050%
AMP Balanced Managed Fund	AMP	0.040%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.030%
Fisher Funds Conservative Fund	Fisher Funds	0.010%
Generate Focused Growth Managed Fund	GGenerate	0.010%

Funds holding CATERPILLAR INC usually also hold

Companies that appear alongside CATERPILLAR INC in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 3 spellings were treated as CATERPILLAR INC — shown so you can check the grouping rather than take it on trust.

CATERPILLAR INC
Caterpillar Inc
Caterpillar Incorporated

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