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Caterpillar Pension Plan
The Caterpillar Pension Plan provides retirement income for Caterpillar Inc. employees. It was established to support workers in the construction, mining, and...
Caterpillar Pension Plan
The Caterpillar Pension Plan provides retirement income for Caterpillar Inc. employees. It was established to support workers in the construction, mining, and engineering equipment sector. The plan operates through the Caterpillar Inc. Master Retirement Trust. The plan allocates across public equities and private markets. Confirmed holdings include positions in UniCredit SpA, Orkla ASA, Eni SpA, and Burgundy Diamond Mines Limited. It also commits to vehicles such as Pathway Private Equity Fund Investors 6 and Ares CLO Management VIR, L.P. Investments span North America and Europe. The plan reports approximately $15 billion in assets. It works with service providers including Northern Trust as custodian and Alight Financial Advisors. The related Caterpillar Foundation, established in 1952, directs giving toward education and disaster relief globally. Governance ties the plan directly to Caterpillar Inc. corporate finance leadership. This structure aligns investment decisions with the sponsor's ongoing obligations rather than external LP mandates.
General information
Firm type
Pension Fund
Location
Region
North America
Country
United States
City
Irving
Corporate office
Irving, TX, United States
Principals
Kevin Stoller
Chief Investment Officer of Caterpillar Inc.
Asha Varghese
President of the Caterpillar Foundation and Head of CSR
Sector focus
Frequently asked questions
Who runs investment decisions at Caterpillar Pension Plan?
Kevin Stoller serves as Chief Investment Officer. He oversees allocations for the Caterpillar Inc. Master Retirement Trust.
What asset classes does the plan hold?
The plan maintains public equity positions and commitments to private equity and credit vehicles. Examples include shares in UniCredit SpA and a commitment to Pathway Private Equity Fund Investors 6.
Does the plan maintain a separate foundation?
Yes. The Caterpillar Foundation, established in 1952, handles philanthropic activities focused on education and disaster relief.
Which service providers support the plan?
Northern Trust acts as custodian. Alight Financial Advisors and Mercer provide investment advisory services.
How does the plan relate to Caterpillar Inc.?
The plan exists solely to deliver retirement benefits to Caterpillar Inc. employees. Its assets sit in the Caterpillar Inc. Master Retirement Trust.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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