Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Caterpillar Inc Stock in their Schedule of Assets, totaling $3.7M 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 | TRUSTEES LOCAL 338 RETIREMENT FUND LOCAL 338 RETIREMENT FUND | MINEOLA NY | 1,749 | $607.0M | $2.1M |
| 2 | BOARD OF TRUSTEES OF THE PAINTING INDUSTRY ANNUITY FUND PAINTING INDUSTRY ANNUITY FUND | NEW YORK NY | 5,406 | $884.1M | $1.2M |
| 3 | LOCAL 1102 STOREWORKERS RETIREMENT PLAN |
WOODSBURY NY |
| 0 |
| $20.5M |
| $229K |
| 4 | PAINTING INDUSTRY INSURANCE FUND INDUSTRY PAINTING INDUSTRY INSURANCE FUND | NEW YORK NY | 4,871 | $195.2M | $176K |
