v3.26.1
Schedule H, Line 4i – Schedule of Assets (Held At End of Year)
12 Months Ended
Dec. 31, 2025
SIP  
EBP, Schedule of Asset Held for Investment [Line Items]  
Schedule H, Line 4i – Schedule of Assets (Held At End of Year)
Solar Savings and Investment Plan
EIN:95-3621514
Plan:013
Schedule H, Line 4i - Schedule of Assets (Held at End of Year)
December 31, 2025
(a)
 
(b)
 
(c)
 
(d)
 
(e)
 
 Identity of issue,
borrower, lessor
or similar party
Description of investment, including
maturity date, rate of interest,
collateral, par or maturity value
 
 
Cost
 
Current
value
 
*
 
Plan's interest in the Caterpillar Investment Trust
 
Master Trust – at fair value
 
**
$515,723,653 
*Solar Savings & Investment Plan Self Directed Brokerage - Alight Financial SolutionsParticipant directed brokerage accounts**21,911,642 
*Notes receivable from participantsParticipant loans net of deemed distributions (various maturity dates through March 2, 2035, various interest rates ranging from 3.25% to 9.50%)8,097,269 
  Total Investments $545,732,564 
*   Denotes party in interest.
** Cost information is not applicable for participant directed investments.