---
title: "Industrials led the sector funds as Caterpillar, GE Aerospace and Bloom Energy rose"
url: "https://etf.net/news/industrials-led-the-sector-funds-as-caterpillar-ge-aerospace-and-bloom-energy-rose-2026-09-26"
published_at: "2026-09-26T05:54:32.679Z"
updated_at: "2026-09-26T05:54:32.679Z"
byline: "ETF.net Research"
---

# Industrials led the sector funds as Caterpillar, GE Aerospace and Bloom Energy rose

The industrials fund XLI rose 0.95% on Friday, September 25, the best of the eleven sector funds, with Caterpillar, GE Aerospace and Bloom Energy the largest contributors.

By ETF.net Research. Published Sep 26, 2026.

Eight of the eleven sector funds rose. Inside the leader, a small holding nearly matched the two biggest names.

Caterpillar rose 2.0% and GE Aerospace rose 2.3%. They are the two largest holdings in XLI, the fund that holds US industrial companies, and each added 0.14 percentage points. Bloom Energy is 1.5% of the fund. It rose 8.3% and added 0.12 percentage points, rebounding from a 3.1% drop on Thursday that followed concerns about Oracle's Project Jupiter, a New Mexico data center meant to run on Bloom's fuel cells. The three added 0.40 percentage points, less than half of the **0.95%** gain.

Microsoft rose 3.7% after introducing a new Copilot, with a coding tool and an agent that keeps working when the user is away. Apple rose 1.5%, and together they added 0.32 percentage points to SPY, the fund that holds the S&P 500. SPY rose 0.54%. RSP, which holds the same companies in equal amounts rather than by size, rose 0.40% and trailed by 0.14 percentage points, less than those two stocks added on their own. Since August 25 the equal-weight fund has trailed by 5.5 percentage points.

Nvidia sat out the rise in technology. It is the largest holding in VGT, the fund that holds US information-technology companies, and it rose 0.2% while the fund rose 0.78%, a gain Microsoft and Apple did most of.

Meta fell 3.3% and was the largest drag on the S&P 500 fund. The company is 23% of XLC, the fund that holds communication-services companies, and the holding was behind most of that fund's 0.90% drop. Meta is still up 13% this week, a run that followed early success for Muse, its AI agent.

Producers fell and refiners rose. Devon Energy fell 3.8% and ConocoPhillips fell 1.6%, while Valero rose 1.1% and Marathon Petroleum rose 0.7%. XLE, the fund that holds the big US energy companies, fell 0.89%, less than oil, with Exxon Mobil, the largest holding, down 1.0%. West Texas Intermediate, the US oil benchmark, settled at $92.41, down 2.3%, on hopes for a truce in the Iran war and on talk of a US ban on diesel exports. Houthi attacks on Saudi Arabia continued.

The 10-year Treasury yield closed at 5.17%. XLU, the fund that holds US utility companies, touched a new 52-week low and closed up 0.38% on 1.3 times its usual volume, while VNQ, the fund that holds US property companies, fell 0.20% on 1.7 times its usual volume. The utilities fund is still 17% below its high of the past year.

Source: etf.net, https://etf.net/news/industrials-led-the-sector-funds-as-caterpillar-ge-aerospace-and-bloom-energy-rose-2026-09-26. Please cite the page URL.