Caterpillar Insurance
2120 West End Avenue,
Nashville, 37203, TN,
United States
Nashville, 37203, TN,
United States
1 615-341-1000
Insurance
Caterpillar Insurance Technographics
Caterpillar Insurance Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Caterpillar Insurance and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 3100 Caterpillar Insurance employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Caterpillar Insurance has purchased the following applications: Salesforce Vlocity Insurance Quoting for Insurance Pricing and Rating Engine in 2023, Salesforce Chat (formerly Salesforce Live Agent) for Chatbots and Conversational AI in 2016, Cisco Webex Meetings for Audio Video and Web Conferencing in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Caterpillar Insurance is running and its propensity to invest more and deepen its relationship with Salesforce , Cisco Systems , Microsoft or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Caterpillar Insurance revenues, which have grown to $947.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Caterpillar Insurance intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Caterpillar Insurance Tech Stack and Enterprise Applications
Caterpillar Insurance ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Vlocity Insurance Quoting | Insurance Pricing and Rating Engine | ERP Services and Operations | n/a | 2023 | 2023 |
In 2023, Caterpillar Insurance implemented Salesforce Vlocity Insurance Quoting to introduce centralized quoting and rating capabilities. The deployment targeted Insurance Pricing and Rating Engine functionality to standardize pricing, rating and quote orchestration across financial and parts channels for the insurer.
Salesforce Vlocity Insurance Quoting was configured to support pricing logic and rating rules, automated quote generation, and tiered customer reward eligibility tied to customer spend and machine sales. Configuration work emphasized quote workflows and policy-oriented data models that interface with customer financial records in Salesforce MyCat Financial, and the implementation included orchestration for rewards qualification as part of the quoting process.
The architecture integrated Salesforce MyCat Financial with Parts.cat.com PCC via an API to surface parts orders and to drive rewards tiers, and it unified dealer invoice and parts order data from Microsoft Dynamics 365 sourced from Dealer ERP into Salesforce MyCat Financial to capture customer spend. Azure DevOps was used to accelerate development, system integration testing and user acceptance testing, and the program proceeded to production deployment with a defined daily Hypercare period tracked in an Excel issue tracker.
Program governance combined Agile delivery methods within a structured Waterfall framework, with a dedicated project plan, weekly status and risk reviews, and stakeholder alignment across business and IT. The program manager led delivery activities and testing coordination, and the Cat Rewards 2 workstream successfully launched a tiered customer rewards solution at the ConExpo trade show in March 2026 as part of the broader quoting and pricing initiative.
|
Caterpillar Insurance AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Chat (formerly Salesforce Live Agent) | Chatbots and Conversational AI | AI-Powered Application | n/a | 2016 | 2016 |
|
Caterpillar Insurance Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2018 | 2018 |
|
|
|
|
|
Collaboration | Collaboration |
|
2017 | 2017 |
|
|
|
|
|
Collaboration | Collaboration |
|
2022 | 2022 |
|
Caterpillar Insurance Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Content Management | Content Management |
|
2013 | 2013 |
|
|
|
|
|
Contract Lifecycle Management | Content Management |
|
2017 | 2018 |
|
|
|
|
|
Digital Asset Management | Content Management |
|
2013 | 2013 |
|
|
|
|
|
Digital Signing | Content Management |
|
2021 | 2021 |
|
Caterpillar Insurance CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Customer Experience | CRM |
|
2020 | 2020 |
|
|
|
|
|
Marketing Automation | CRM |
|
2020 | 2020 |
|
|
|
|
|
Marketing Automation | CRM |
|
2019 | 2019 |
|
|
|
|
|
Sales Automation, CRM, Sales Engagement | CRM |
|
2021 | 2021 |
|
|
|
|
|
Tag Management | CRM |
|
2014 | 2014 |
|
Caterpillar Insurance ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Performance Management | ITSM |
|
2020 | 2020 |
|
|
|
|
|
IT Service Management | ITSM |
|
2019 | 2019 |
|
Caterpillar Insurance PLM and Engineering
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Product Lifecycle Management | PLM and Engineering |
|
2013 | 2014 |
|
Caterpillar Insurance TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Governance, Risk and Compliance | TRM |
|
2023 | 2023 |
|
|
|
|
|
Governance, Risk and Compliance | TRM |
|
2023 | 2023 |
|
Caterpillar Insurance PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Apps Development | PaaS |
|
2011 | 2011 |
|
|
|
|
|
Transactional Email | PaaS |
|
2020 | 2020 |
|
Caterpillar Insurance IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2020 | 2020 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2021 | 2021 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2023 | 2023 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2014 | 2014 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2023 | 2023 |
|
Caterpillar Insurance CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2023 | 2023 |
|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2020 | 2020 |
|
IT Decision Makers and Key Stakeholders at Caterpillar Insurance
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
|
|
Pricing Manager | Manager | Risk | |
|
|
|
Pricing Manager | Manager | Risk | |
|
|
|
CIO | CXO | IT | |
|
|
|
Information Technology Manager | Manager | IT | |
|
|
|
IT Manager | Manager | IT | |
|
Apps Being Evaluated by Caterpillar Insurance Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Caterpillar Insurance IT executives and key decision makers. This section highlights Caterpillar Insurance's latest recorded technology evaluations, including Linedata Capitalstream for Loan Management on 2026-08-13, IBM AIX for Operating System (OS) on 2026-08-04, and FIS Core Banking for Core Banking on 2026-07-27. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Caterpillar Insurance digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2026-08-13 | Caterpillar Insurance | Evaluated | Linedata | Linedata Capitalstream | Loan Management | ERP Services and Operations |
| 2026-08-04 | Caterpillar Insurance | Evaluated | IBM | IBM AIX | Operating System (OS) | PaaS |
| 2026-07-27 | Caterpillar Insurance | Evaluated | FIS Global | FIS Core Banking | Core Banking | ERP Services and Operations |
| 2026-06-23 | Caterpillar Insurance | Evaluated |
|
|
Analytics and BI | Analytics and BI |
| 2026-06-22 | Caterpillar Insurance | Evaluated |
|
|
Warehouse Management | SCM |
| 2026-06-12 | Caterpillar Insurance | Evaluated |
|
|
Cognitive Computing | AI-Powered Application |
| 2026-05-27 | Caterpillar Insurance | Evaluated |
|
|
Insurance Claims Management | ERP Services and Operations |
| 2026-05-26 | Caterpillar Insurance | Evaluated |
|
|
Tax Management | ERP |
| 2026-05-11 | Caterpillar Insurance | Evaluated |
|
|
Product Lifecycle Management | PLM and Engineering |
| 2026-05-06 | Caterpillar Insurance | Evaluated |
|
|
Manufacturing ERP | ERP Services and Operations |
FAQ - APPS RUN THE WORLD Caterpillar Insurance Technographics
Caterpillar Insurance is a Insurance organization based in United States,
with around 3100 employees and annual revenues of $947.0 million.
Caterpillar Insurance operates a diverse technology stack with applications such as
Salesforce Vlocity Insurance Quoting, Salesforce Chat (formerly Salesforce Live Agent) and Cisco Webex Meetings,
covering areas like Insurance Pricing and Rating Engine, Chatbots and Conversational AI and Audio Video and Web Conferencing.
Caterpillar Insurance has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Salesforce and Cisco Systems.
Caterpillar Insurance recently adopted applications including
Salesforce Vlocity Insurance Quoting in 2023, OneTrust Cookie Consent in 2023 and OneTrust CookiePro in 2023,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Caterpillar Insurance’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Caterpillar Insurance’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Caterpillar Insurance technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.