Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
ESOP
TraditionalDB
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CATERPILLAR RAIL DIVISION RETIREMENT SAVINGS PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES | ESOP | $16.9M | 259 | 2024 | |
| 005 | PROGRESS RAIL LOCOMOTIVE INC. PENSION PLAN FOR HOURLY-RATE LEGACY EMPLOYEES | TraditionalDB | $4.3M | 144 | 2024 | |
| 003 | INDIVIDUAL RETIREMENT PLAN FOR HOURLY EMPLOYEES OF PROGRESS RAIL LOCOMOTIVE INC. | CashBalance | $3.9M | 185 | 2024 |