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Corporate Pension Plan SEC EDGAR Filing Roadshow Hub: Texas HQ: Irving, TX

Caterpillar Inc. Master Retirement Trust

$17.8B Total AUM · Institutional LP profile covering 5 historical fund disclosure records ($155.0M parsed USD across disclosed rows) across disclosed strategy exposure in Infrastructure, Buyout, Distressed / Special Situations (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
5
5 Open Source Trails Below
Sum of Disclosed Rows
$155.0M
Total AUM: $17.8B
Median Disclosed Amount
$30.0M
Range: $25.0M – $40.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/5)
1 Gatekeepers · 3 Disclosed Strategies

Historical Fund Disclosures — Caterpillar Inc. Master Retirement Trust

5 Open Source Trails (No Registration)

Showing all 5 tracked historical disclosure records for Caterpillar Inc. Master Retirement Trust (zero hidden commitment rows). Click Inspect Source on any row to view field-level substantiation.

Disclosed Fund / Vehicle Strategy Fund Vintage Disclosed Amount Disclosed Performance Primary Source Trail
Global Infrastructure Partners V Infrastructure 2024
$30.0M
Historical commitment · As of December 2025
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · SEC EDGAR Filing
Wynnchurch Capital Partners VI Buyout 2024
$30.0M
Historical commitment · As of December 2025
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · SEC EDGAR Filing
Oaktree Opportunities Fund XII Distressed / Special Situations 2023
$25.0M
Historical commitment · As of December 2025
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · SEC EDGAR Filing
Linden Capital Partners V Buyout 2022
$30.0M
Historical commitment · As of December 2025
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · SEC EDGAR Filing
Stonepeak Infrastructure Fund IV Infrastructure 2021
$40.0M
Historical commitment · As of December 2025
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · SEC EDGAR Filing
100% of Indexed Public Disclosure Rows Shown Above (5/5): Pilot workspace access unlocks LP 360° Allocation Gap & FY2026 Pacing, Decision-Maker Investment Contacts (2) & Proposal Intake Channels, Gatekeeper Consultants (1), and Affinity / Attio / HubSpot CRM Export.

Forward-Looking Searches, Pacing Plans & Governance Updates — Caterpillar Inc. Master Retirement Trust

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (2) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Caterpillar Inc. Master Retirement Trust

245 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Caterpillar Inc. Master Retirement Trust (5 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 4 Shared Vehicles

Alaska Permanent Fund

Sovereign Wealth Fund Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Wynnchurch Capital Partners VI (2024 Vintage)
Caterpillar Inc. Master Retirement Trust: $30.0M · SEC EDGAR Filing
Alaska Permanent Fund: $42.6M · SEC Form ADV 7.B (2024dec31-apfc-private-equity-report revised, p.8)

Additional shared vehicles: Global Infrastructure Partners V (2023 Vintage) · Oaktree Opportunities Fund XII (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 3 Shared Vehicles

Wisconsin Investment Board (SWIB)

Public Pension Plan Minnesota / Wisconsin
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Global Infrastructure Partners V (2023 Vintage)
Caterpillar Inc. Master Retirement Trust: $30.0M · SEC EDGAR Filing
Wisconsin Investment Board (SWIB): $125.0M · CAFR / Board Packet (2022 ACFR p.129)

Additional shared vehicles: Oaktree Opportunities Fund XII (2023 Vintage) · Stonepeak Infrastructure Fund IV (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 3 Shared Vehicles

New York State Common Retirement Fund

Public Pension Plan New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Oaktree Opportunities Fund XII (2023 Vintage)
Caterpillar Inc. Master Retirement Trust: $25.0M · SEC EDGAR Filing
New York State Common Retirement Fund: $250.0M · CAFR / Board Packet (NYSCRF 2025, p.150)

Additional shared vehicles: Global Infrastructure Partners V (2023 Vintage) · Stonepeak Infrastructure Fund IV (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+242 Additional Institutional LPs Report Shared Vehicles with Caterpillar Inc. Master Retirement Trust

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Request Pilot Access to Full Workspace Data for Caterpillar Inc. Master Retirement Trust

You are viewing 5 open public preview records — all 5 currently indexed public disclosure records for Caterpillar Inc. Master Retirement Trust are shown openly above (zero hidden commitment rows). Request pilot workspace access to unlock LP 360° pacing, decision-maker contacts & intake channels, gatekeeper consultants, bilateral intro paths, and CRM export:

  • LP 360° Target-vs-Actual Allocation Gap & FY2026 Pacing Plan
  • Bilateral Shared-Fund Co-Investor Graph (245 connected LPs)
  • Decision-Maker Investment Contacts (2) & official proposal intake channels
  • Retained gatekeeper consultants (1) & Affinity / Attio / HubSpot CRM export

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Strategies Disclosed by Caterpillar Inc. Master Retirement Trust

Infrastructure LPs →Buyout LPs →Distressed / Special Situations LPs →

Frequently Asked Questions: Caterpillar Inc. Master Retirement Trust

What type of institutional allocator is Caterpillar Inc. Master Retirement Trust and what is their typical disclosed ticket size?

Caterpillar Inc. Master Retirement Trust is categorized under Corporate Pension Plan (Regional Roadshow Hub: Texas; Headquarters: Irving, TX). Across 5 historical disclosure records tracked on Prilago ($155.0M total parsed USD across disclosed rows), the median disclosed amount is $30.0M (range: $25.0M to $40.0M).

Which private-market strategies appear in Caterpillar Inc. Master Retirement Trust's public disclosures?

Caterpillar Inc. Master Retirement Trust has disclosed records across Infrastructure, Buyout, Distressed / Special Situations. Open preview records include Global Infrastructure Partners V (2024 Vintage), Wynnchurch Capital Partners VI (2024 Vintage), Oaktree Opportunities Fund XII (2023 Vintage), Linden Capital Partners V (2022 Vintage).

How are Caterpillar Inc. Master Retirement Trust's historical records substantiated and separated from active searches on Prilago?

Records for Caterpillar Inc. Master Retirement Trust cite primary public disclosures (SEC EDGAR Filing), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Caterpillar Inc. Master Retirement Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/caterpillar-inc-master-retirement-trust or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Caterpillar Inc. Master Retirement Trust?

In Prilago's bilateral commitment graph, Caterpillar Inc. Master Retirement Trust shares resolved underlying fund vehicles with 245 institutional LPs across 5 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Alaska Permanent Fund (4 shared vehicles, e.g. Wynnchurch Capital Partners VI (2024 Vintage)), Wisconsin Investment Board (SWIB) (3 shared vehicles, e.g. Global Infrastructure Partners V (2023 Vintage)), New York State Common Retirement Fund (3 shared vehicles, e.g. Oaktree Opportunities Fund XII (2023 Vintage)).

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