Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT FINANCIAL ADVISORS, LLC | 82-1061233 | — | N0NE | $18K | — |
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | NONE | $9K | — |
| STRATEGIC BENEFIT ADVISORS | 03-0415817 | — | NONE | $5K | — |
| PRICEWATERHOUSECOOPERS LLP | 13-4008324 | — | NONE | $5K | — |
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 | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CATERPILLAR INC. INVESTMENT TRUST CATERPILLAR INC. · EIN 32-0229540 / PN 032 | Master Trust |
| — |
| — |
| $50.1M |
| 97.3% |
| Caterpillar Global Mining Legacy Hourly Emp Savings * Plan Self Directed Brokerage CGH - Alight Financial Solutions............................... Participant directed brokerage accounts ....................... | — | — | — | $766K | 1.5% |
| Notes receivable from Participant loans net of deemed distributions (various * participants ........................... maturity dates through November 23, 2029, various interest rates ranging from 4.25% to 9.50%) — | Participant loans | — | — | $573K | 1.1% |
