Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 171 U.S. retirement plans report holding Caterpillar, Inc. in their Schedule of Assets, totaling $78.2M 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 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON CT | — | $42.1B | $6.7M |
| 2 | PACIFIC GAS AND ELECTRIC COMPANY PG&E CORPORATION RETIREMENT MASTER TRUST | OAKLAND CA | — | $17.4B | $5.5M |
| 3 | RTX CORPORATION RTX CONSOLIDATED PENSION PLAN |
FARMINGTON CT |
| 33,534 |
| $41.6B |
| $5.4M |
| 4 | THE GOLDMAN SACHS GROUP, INC. THE GOLDMAN SACHS 401(K) PLAN | NEW YORK NY | 23,891 | $12.8B | $4.9M |
| 5 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA GA | — | $42.9B | $4.3M |
| 6 | BOARD OF TRUSTEES, PENSION TRUST FUND FOR OPERATING PENSION TRUST FUND FOR OPERATING ENGINEERS | ALAMEDA CA | 20,793 | $5.4B | $3.7M |
| 7 | GREATER PENNSYLVANIA CARPENTERS' PENSION FUND GREATER PENNSYLVANIA CARPENTERS' PENSION FUND | PITTSBURGH PA | 8,933 | $1.7B | $3.3M |
| 8 | THRIVENT FINANCIAL FOR LUTHERANS THRIVENT INDIVIDUAL PENSION ACCOUNT PLAN | MINNEAPOLIS MN | 4,607 | $1.3B | $3.0M |
| 9 | CELANESE AMERICAS LLC CELANESE AMERICAS RETIREMENT PENSION PLAN | IRVING TX | 976 | $1.9B | $1.6M |
| 10 | THE WESTERN AND SOUTHERN LIFE INSURANCE COMPANY WESTERN & SOUTHERN FINANCIAL GROUP PENSION PLAN | CINCINNATI OH | 2,560 | $1.2B | $1.5M |
