Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding Caterpillar, Inc. Common stock in their Schedule of Assets, totaling $8.5M 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 | PETERSON HOLDING COMPANY PETERSON HOLDING CO. INCENTIVE RETIREMENT PLAN | SAN LEANDRO CA | 1,599 | $295.6M | $2.7M |
| 2 | BOARD OF TRUSTEES STEAMFITTERS LOCAL #449 PENSION FUND STEAMFITTERS LOCAL #449 PENSION PLAN | HARMONY PA | 1,652 | $479.3M | $1.7M |
| 3 | NEWBURY CORPORATION |
DEDHAM MA |
| 125 |
| $74.6M |
| $794K |
| 4 | KRAFT HEINZ FOODS COMPANY KRAFT HEINZ COMPANY RETIREE GROUP BENEFITS PLAN | CHICAGO IL | 0 | $797.6M | $469K |
| 5 | JOINT BOARD OF TRUSTEES SHEET META WORKERS LOCAL 7, ZONE 2 PENSION SHEET METAL WORKERS LOCAL 7, ZONE 2 PENSION PLAN | LANSING MI | 381 | $121.5M | $365K |
| 6 | BOARD OF TRUSTEES MICHIGAN LABORERS' PENSION FUND MICHIGAN LABORERS' PENSION PLAN | LANSING MI | 9,786 | $1.3B | $317K |
| 7 | MORRISON & FOERSTER LLP MORRISON & FOERSTER LLP CASH BALANCE RETIREMENT PLAN | SAN FRANCISCO CA | 245 | $174.5M | $297K |
| 8 | FIRST NATIONAL BANK OF EASTERN ARKANSAS FIRST NATIONAL BANK OF EASTERN ARKANSAS PROFIT SHARING PLAN | FOREST CITY AR | 90 | $19.4M | $258K |
| 9 | LOCAL UNION 903 PENSION PLAN LOCAL UNION 903 PENSION PLAN | MOBILE AL | 371 | $72.8M | $229K |
| 10 | CASCADE HEALTH RETIREMENT PLAN FOR EMPLOYEES OF MCKENZIE-WILLAMETTE HOSPITAL | EUGENE OR | 82 | $27.8M | $192K |
