Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| CATERPILLAR INVESTMENT TRUST | 15 |
| CATERPILLAR MASTER RTMT TRUST | 15 |
| CATERPILLAR GROUP INS MASTER TR | 6 |
| CATERILLAR MASTER RTMT TRUST | 3 |
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 | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| Caterpillar Inc. Caterpillar 401(k) Savings Plan · all filings | IRVING, TX | Other service providers | 44,489 | $18.8B | $408K | $0 |
| Caterpillar Inc. Caterpillar 401(k) Savings Plan · all filings | IRVING, TX | Other service providers | 43,798 | $16.5B | $385K | $0 |
| Caterpillar Inc. Caterpillar Inc. Master Retirement Trust · all filings | IRVING, TX | TPA / Administrator | — | $12.8B | $300K | $0 |
| Caterpillar Inc. Caterpillar Inc. Master Retirement Trust · all filings | IRVING, TX | TPA / Administrator | — | $12.5B | $282K | $0 |
| Caterpillar Inc. Caterpillar Inc. Master Retirement Trust · all filings | IRVING, TX | TPA / Administrator | — | $12.0B | $296K | $0 |
| Caterpillar Inc. Caterpillar Inc. Tax Deferred Retirement Plan · all filings | IRVING, TX | Other service providers | 6,852 | $748.9M | $17K | $0 |
| Caterpillar Inc. Caterpillar Inc. Tax Deferred Retirement Plan · all filings | IRVING, TX | Other service providers | 7,176 | $678.5M | $16K | $0 |
| Solar Turbines Incorporated Solar Savings and Investment Plan · all filings | SAN DIEGO, CA | Other service providers | 1,516 | $423.0M | $10K | $0 |
| Solar Turbines Incorporated Solar Savings and Investment Plan · all filings | SAN DIEGO, CA | Other service providers | 1,494 | $375.3M | $9K | $0 |
| Caterpillar Inc. Caterpillar Inc. Group Insurance Master Trust · all filings | IRVING, TX | TPA / Administrator | — | $144.1M | $119K | $0 |
| Caterpillar Inc. Caterpillar Inc. Group Insurance Master Trust · all filings | IRVING, TX | TPA / Administrator | — | $102.4M | $77K | $0 |
| Caterpillar Inc. Caterpillar Inc. Group Insurance Master Trust · all filings | IRVING, TX | TPA / Administrator | — | $88.0M | $115K | $0 |
