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AllocatorsAllocatorcorporate pension10b-100b

Caterpillar Inc Pension Plans

Allocators

Irving, TX

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:95a2dae7-433c-4c98-833d-2d3871ccb75f

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 8:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $12Blatest reading; see basis
Assets as of: Dec 31, 2025
Assets basis: REPORTED
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers: 0
Consultants: 0
Private markets target, %: 7latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2025
People: 0

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Debt Security	87	n/a	n/a	n/a	n/a	Dec 31, 2025	Reported
Debt Security (foreign)	59	n/a	n/a	n/a	n/a	Dec 31, 2025	Reported
Asset Other (foreign)	5	n/a	n/a	n/a	n/a	Dec 31, 2025	Reported
Insurance Contracts (foreign)	18	n/a	n/a	n/a	n/a	Dec 31, 2025	Reported
Equity Securities	13	n/a	n/a	n/a	n/a	Dec 31, 2025	Reported
Equity Securities (foreign)	11	n/a	n/a	n/a	n/a	Dec 31, 2025	Reported
Real Estate (foreign)	7	n/a	n/a	n/a	n/a	Dec 31, 2025	Reported

Relationships

Plan of (1)

→ Caterpillar Inc.Plan sponsorAggregate db plans
factTagged annual filings

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:95a2dae7-433c-4c98-833d-2d3871ccb75f
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Caterpillar Inc Pension Plans

Allocators

Irving, TX

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:95a2dae7-433c-4c98-833d-2d3871ccb75f

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Debt Security

n/a

Dec 31, 2025

Reported

Debt Security (foreign)

n/a

Dec 31, 2025

Reported

Asset Other (foreign)

n/a

Dec 31, 2025

Reported

Insurance Contracts (foreign)

n/a

Dec 31, 2025

Reported

Equity Securities

n/a

Dec 31, 2025

Reported

Equity Securities (foreign)

n/a

Dec 31, 2025

Reported

Real Estate (foreign)

n/a

Dec 31, 2025

Reported