Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Caterpillar Inc Com in their Schedule of Assets, totaling $33.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EXXON MOBIL CORPORATION EXXONMOBIL PENSION PLAN | SPRING TX | 22,227 | $12.1B | $6.9M |
| 2 | NORFOLK SOUTHERN CORPORATION MASTER TRUST FOR JOINT ADMINISTRATION OF PENSION PLANS | ATLANTA GA | — | $2.6B | $5.7M |
| 3 | THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT |
SEATTLE WA |
| — |
| $73.5B |
| $5.6M |
| 4 | METLIFE GROUP, INC. METLIFE 401(K) PLAN | BRIDGEWATER NJ | 14,863 | $8.3B | $4.2M |
| 5 | BOARD OF TRUSTEES, SHEET METAL WORKERS' PENSION PLAN SHEET METAL WORKERS' PENSION PLAN OF SOUTHERN CALIFORNIA ARIZONA AND NEVADA | MANHATTAN BEACH CA | 5,519 | $1.4B | $2.8M |
| 6 | CENTRAL PENNSYLVANIA TEAMSTERS PENSION FUND, TRUSTEES CENTRAL PENNSYLVANIA TEAMSTERS DEFINED BENEFIT PLAN | WYOMISSING PA | 5,287 | $1.5B | $2.6M |
| 7 | BOARD OF TRUSTEES AUTOMOTIVE INDUSTRIES PENSION PLAN AUTOMOTIVE INDUSTRIES PENSION PLAN | DUBLIN CA | 2,999 | $2.1B | $1.5M |
| 8 | EXELON CORPORATION EXELON CORPORATION DCRP MASTER TRUST - PRIMARY | CHICAGO IL | — | $6.1B | $715K |
| 9 | EXELON CORPORATION EXELON CORP PENSION MASTER TRUST- EQUITY | CHICAGO IL | — | $2.3B | $537K |
| 10 | CONSTELLATION ENERGY GENERATION LLC CONSTELLATION PENSION MASTER TRUST - EQUITY | KENNETT SQUARE PA | — | $1.3B | $502K |