Search public Form 5500 filings

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Companies

planCaterpillar Inc. Investment TrustFinancials
Sponsor: Caterpillar Inc.EIN: 32-0229540Plan: 032Participants: not reported in the loaded datasetAssets: $16,375,132,834Location: Irving, TXLatest: 2023

providerFidelity Investments Institutional
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
providerPrincipal Life Insurance Company
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
providerEmpower Advisory Group, LLC
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
providerEmpower Annuity Insurance Company O
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
providerAdp, Inc.
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
providerStrategic Advisors, Inc.
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
providerEmpower Annuity Insurance Company
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
providerThe Vanguard Group, Inc.
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023

filing2023 Form 5500 — Caterpillar Inc. Investment Trust
Sponsor: Caterpillar Inc.EIN: 32-0229540Plan: 032Ack ID: 20240730194336NAL0021566561001