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Caterpillar Securities Inc.




Caterpillar Securities Inc. is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
 
Caterpillar Inc., the world’s largest construction equipment manufacturer, took what it had learned about investing specially about managing the managers of its sizeable pension and benefits funds and created a family of mutual funds its employees could invest in through the company’s 401k plan. Preferred Group funds are sub advised by some of the most experienced names in institutional portfolio management today including companies that manage billions in pension dollars for leading Fortune 500 companies.
 
Their sub advisers are chosen on the strength of their investment specialties and regularly evaluated for adherence to their investment processes as well as performance. The result Funds that stick to their investment objectives, which can help you create a well-diversified portfolio.
 
In addition, they were advised in October that Caterpillar Inc., the parent company of Caterpillar Investment Management Ltd., the Trust’s investment adviser CIML, made a strategic business decision to exit the investment management business. In connection with this decision, Caterpillar also announced that it intends to review and select new investment options to replace the constituent series of the Trust each, a Fund and, collectively, the Funds for the retirement and investment plans that Caterpillar offers its employees the Caterpillar Plans.
 
The fund invests primarily in equity securities such as common stocks, preferred stocks and securities convertible to common or preferred stocks traded principally outside the United States, including emerging markets, believed to be undervalued and thereby offering above-average potential for capital appreciation. 

The fund may invest in securities of issuers of any capitalization. Although the fund intends to invest primarily in equity securities, the fund may invest in fixed income securities and derivatives. From time to time the fund may invest in a relatively limited number of issuers; as a result, it may be subject to greater risk than other mutual funds having a greater number of holdings.

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