Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding CATERPILLAR INC COM CUSIP: 149123101 in their Schedule of Assets, totaling $3.8B in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CATERPILLAR INC. CATERPILLAR INC. INVESTMENT TRUST | IRVING TX | — | $18.5B | $3.8B |
| 2 | CSX CORPORATION CSX CORPORATION MASTER PENSION TRUST | JACKSONVILLE FL | — | $2.4B | $775K |
| 3 | CONSOLIDATED RAIL CORPORATION MASTER TRUST CONRAIL/IHB EMPLOYEES PENSION TRUST |
PHILADELPHIA PA |
| — |
| $278.8M |
| $96K |
