How big is CAT Inc.'s plan?

CAT Inc.'s plan reported $1.3M in assets and 68 participants for 2025.

Original filing (PDF)20260304114745NAL0003120945001

CAT Inc.

Name: CAT Inc. — C.A.T. Inc. 401(k) Plan, Form 5500 (2025)
Creator: CAT Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

C.A.T. Inc. 401(k) Plan

401(k) retirement plan · CAT Inc.'s C.A.T. Inc. 401(k) Plan held $1.3M in plan assets for 68 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

David Williams signed CAT Inc.'s 2025 Form 5500 as plan administrator.

David Williams — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

CAT Inc.'s EIN is 98-0437004.

EIN 98-0437004

Plan number 001

Plan year 2025

ACK ID 20260304114745NAL0003120945001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for CAT Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

CAT Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CAT INC.

EIN

all filings

Address

1409 WEST CRAIGHEAD ROAD · CHARLOTTE, NC · 28206

Phone

(450) 763-6379

Industry

Transportation & Warehousing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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