Current position

Bill Gates’s Caterpillar (CAT) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Gates Foundation TrustVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ4 2005Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares11.26MHighest verified quarter-end share count
Quarters reported74Verified quarters with shares above zero
What happened?

Gates Foundation Trust first reported Caterpillar in Q4 2005. After an earlier exit, the position later appeared again in a verified filing. The reported position was increased and reduced across later filings. Gates Foundation Trust currently reports 6.35M shares. The latest verified filing showed: No change.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
No change6.35M shares reported
Filing context

Quarter-end price $1,064.90 · Estimated holding basis $86.09

Q3 2025
Sold 13.6% of the position−1.00M shares · 6.35M shares remained
Filing context

Quarter-end price $477.15 · Estimated holding basis $86.09

Q1 2022
Sold 24.1% of the position−2.33M shares · 7.35M shares remained
Filing context

Quarter-end price $222.82 · Estimated holding basis $86.09

Q3 2021
Sold 4.6% of the position−471.62K shares · 9.69M shares remained
Filing context

Quarter-end price $191.97 · Estimated holding basis $86.09

Q1 2021
Sold 9.8% of the position−1.10M shares · 10.16M shares remained
Filing context

Quarter-end price $231.87 · Estimated holding basis $86.09

Q4 2013
Bought 4.6% more+500.00K shares · 11.26M shares reported after the change
Filing context

Quarter-end price $90.81 · Estimated holding basis $86.09

52 unchanged quarters are collapsed by default.

Portfolio importance

How important is Caterpillar in Gates Foundation Trust’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight19.7%Q2 2026
Current rank#2of 24 reported positions
Peak portfolio weight19.7%Q2 2026
Best historical rank#2Q3 2010
At peak importanceQ2 2026
CAT
19.7%
Largest holding
21.4%
Cross-investor discovery

Who else owns Caterpillar?

Also reported by 4 other tracked investors in their latest verified filings.

Cathie WoodARK Investment Management
CAT0.4% of reported portfolio
Joel GreenblattGotham Asset Management
CAT0.3% of reported portfolio
Ray DalioBridgewater Associates, LP
CAT0.0% of reported portfolio
Explore Caterpillar across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$808.992026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$1,064.90Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$86.09Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

View Caterpillar stock page →

This tracker follows the Gates Foundation Trust’s Form 13F disclosures. It is not Bill Gates’s personal brokerage account, and 13F filings do not reveal exact trade dates or execution prices.