Caterpillar Inc.'s EIN is 37-0602744.
Download the official 2024 Form 5500 (PDF) for Caterpillar Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Caterpillar Inc.'s plan includes a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | NONE | $1.0M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC BENEFIT ADVISORS | 03-0415817 | — | NONE | $546K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in master trust] | Other | — | — | $2.4B | 100.0% | |
| CATERPILLAR INC. MASTER RTMT. TRUST CATERPILLAR INC. · EIN 36-6668245 / PN 019 | Master Trust | — | — | $2.4B | 100.0% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS LLP | 13-4008324 | — | NONE | $66K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON | 53-0181291 | — | NONE | $8K | — |
