Caterpillar (CAT) Pension (2009 - 2026)

Caterpillar's Pension history runs 18 years deep, the most recent figure standing at $3.7 billion for Q1 2026.

• In Q1 2026, Pension rose 2.35% year-over-year to $3.7 billion; the TTM figure through Mar 2026 stood at $3.7 billion (up 2.35% YoY), while the FY2025 annual figure was $3.8 billion, up 2.16% from the prior year.
• Pension was $3.7 billion for Q1 2026 at Caterpillar, down from $3.8 billion in the prior quarter.
• In the past five years, Pension ranged from a high of $5.4 billion in Q1 2022 to a low of $3.6 billion in Q1 2025.
• Historically, Pension has averaged $4.1 billion across 5 years, with a median of $4.1 billion in 2023.
• The sharpest annual moves came in 2022 and 2026: Pension slipped 24.84% in 2022, then grew 2.35% in 2026.
• A 5-year view of Pension shows it stood at $4.2 billion in 2022, then slipped by 2.5% to $4.1 billion in 2023, then fell by 8.32% to $3.8 billion in 2024, then rose by 2.16% to $3.8 billion in 2025, then decreased by 4.66% to $3.7 billion in 2026.
• The last three Pension figures came in at $3.7 billion (Q1 2026), $3.8 billion (Q4 2025), and $3.7 billion (Q3 2025), per Business Quant data.