Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Caterpillar Inc. 41 Shares in their Schedule of Assets, totaling $30K 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 | LACKS VALLEY STORES, LTD. LACK'S VALLEY STORES, LTD. 401(K) PROFIT SHARING PLAN | PHARR TX | 205 | $5.4M | $15K |
| 2 | BOARD OF TRUSTEES OF THE CEDAR RAPIDS SHEET METAL WORKERS LOCAL 263 HE CEDAR RAPIDS SHEET METAL WORKERS LOCAL 263 HEALTH & WELFARE FUND | CEDAR RAPIDS IA | 461 | $5.0M | $15K |
