Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Caterpillar, Inc. 20,000 Face Value 2.600% Due 09/19/29 in their Schedule of Assets, totaling $18K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SHEET METAL WORKERS LOCAL UNION NO 48 WELFARE FUND SHEET METAL WORKERS LOCAL UNION NO 48 WELFARE FUND BOARD OF TRUSTEES OF THE SHEET METAL WORKERS LOCAL | BIRMINGHAM AL | 238 | $5.4M | $18K |
