Bill Gates’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.77B | Hold |
6,353,614
| – | – | 19.65% | 2 |
|
|
2026
Q1 | $4.5B | Hold |
6,353,614
| – | – | 14.22% | 4 |
|
|
2025
Q4 | $3.64B | Hold |
6,353,614
| – | – | 10.29% | 5 |
|
|
2025
Q3 | $3.03B | Sell |
6,353,614
-1,000,000
| -14% | -$427M | 8.29% | 5 |
|
|
2025
Q2 | $2.85B | Hold |
7,353,614
| – | – | 5.97% | 5 |
|
|
2025
Q1 | $2.43B | Hold |
7,353,614
| – | – | 5.8% | 5 |
|
|
2024
Q4 | $2.67B | Hold |
7,353,614
| – | – | 6.35% | 5 |
|
|
2024
Q3 | $2.88B | Hold |
7,353,614
| – | – | 6.38% | 5 |
|
|
2024
Q2 | $2.45B | Hold |
7,353,614
| – | – | 5.14% | 5 |
|
|
2024
Q1 | $2.69B | Hold |
7,353,614
| – | – | 5.88% | 5 |
|
|
2023
Q4 | $2.17B | Hold |
7,353,614
| – | – | 5.14% | 5 |
|
|
2023
Q3 | $2.01B | Hold |
7,353,614
| – | – | 5.16% | 5 |
|
|
2023
Q2 | $1.81B | Hold |
7,353,614
| – | – | 4.3% | 5 |
|
|
2023
Q1 | $1.68B | Hold |
7,353,614
| – | – | 4.62% | 5 |
|
|
2022
Q4 | $1.76B | Hold |
7,353,614
| – | – | 4.93% | 5 |
|
|
2022
Q3 | $1.21B | Hold |
7,353,614
| – | – | 3.55% | 6 |
|
|
2022
Q2 | $1.31B | Hold |
7,353,614
| – | – | 7.43% | 3 |
|
|
2022
Q1 | $1.64B | Sell |
7,353,614
-2,331,518
| -24% | -$489M | 8.29% | 4 |
|
|
2021
Q4 | $2B | Hold |
9,685,132
| – | – | 8.72% | 3 |
|
|
2021
Q3 | $1.86B | Sell |
9,685,132
-471,624
| -5% | -$98.2M | 8.02% | 3 |
|
|
2021
Q2 | $2.21B | Hold |
10,156,756
| – | – | 9.26% | 3 |
|
|
2021
Q1 | $2.36B | Sell |
10,156,756
-1,104,101
| -10% | -$229M | 11.24% | 3 |
|
|
2020
Q4 | $2.05B | Hold |
11,260,857
| – | – | 9.18% | 3 |
|
|
2020
Q3 | $1.68B | Hold |
11,260,857
| – | – | 7.61% | 4 |
|
|
2020
Q2 | $1.42B | Hold |
11,260,857
| – | – | 7.97% | 4 |
|
|
2020
Q1 | $1.31B | Hold |
11,260,857
| – | – | 7.53% | 5 |
|
|
2019
Q4 | $1.66B | Hold |
11,260,857
| – | – | 7.79% | 3 |
|
|
2019
Q3 | $1.42B | Hold |
11,260,857
| – | – | 6.7% | 4 |
|
|
2019
Q2 | $1.53B | Hold |
11,260,857
| – | – | 7.74% | 4 |
|
|
2019
Q1 | $1.53B | Hold |
11,260,857
| – | – | 7.3% | 4 |
|
|
2018
Q4 | $1.43B | Hold |
11,260,857
| – | – | 6.53% | 4 |
|
|
2018
Q3 | $1.72B | Hold |
11,260,857
| – | – | 6.65% | 3 |
|
|
2018
Q2 | $1.53B | Hold |
11,260,857
| – | – | 6.91% | 3 |
|
|
2018
Q1 | $1.66B | Hold |
11,260,857
| – | – | 6.79% | 3 |
|
|
2017
Q4 | $1.77B | Hold |
11,260,857
| – | – | 6.7% | 3 |
|
|
2017
Q3 | $1.4B | Hold |
11,260,857
| – | – | 5.45% | 5 |
|
|
2017
Q2 | $1.21B | Hold |
11,260,857
| – | – | 5.24% | 5 |
|
|
2017
Q1 | $1.04B | Hold |
11,260,857
| – | – | 5.54% | 4 |
|
|
2016
Q4 | $1.04B | Hold |
11,260,857
| – | – | 5.49% | 4 |
|
|
2016
Q3 | $1,000M | Hold |
11,260,857
| – | – | 5.42% | 4 |
|
|
2016
Q2 | $854M | Hold |
11,260,857
| – | – | 5.08% | 4 |
|
|
2016
Q1 | $862M | Hold |
11,260,857
| – | – | 5.01% | 4 |
|
|
2015
Q4 | $765M | Hold |
11,260,857
| – | – | 4.59% | 4 |
|
|
2015
Q3 | $736M | Hold |
11,260,857
| – | – | 4.27% | 5 |
|
|
2015
Q2 | $955M | Hold |
11,260,857
| – | – | 5.61% | 3 |
|
|
2015
Q1 | $901M | Hold |
11,260,857
| – | – | 4.84% | 5 |
|
|
2014
Q4 | $1.03B | Hold |
11,260,857
| – | – | 5.15% | 3 |
|
|
2014
Q3 | $1.12B | Hold |
11,260,857
| – | – | 5.14% | 3 |
|
|
2014
Q2 | $1.22B | Hold |
11,260,857
| – | – | 6.13% | 3 |
|
|
2014
Q1 | $1.12B | Hold |
11,260,857
| – | – | 5.65% | 3 |
|
|
2013
Q4 | $1.02B | Buy |
11,260,857
+500,000
| +5% | +$42.7M | 5.1% | 4 |
|
|
2013
Q3 | $897M | Hold |
10,760,857
| – | – | 4.61% | 4 |
|
|
2013
Q2 | $888M | Buy |
+10,760,857
| New | +$915M | 4.99% | 4 |
|
Other funds holding CAT
Bill Gates's CAT Position: Q2 2026 in Review
Bill Gates held its Caterpillar (CAT) position steady in Q2 2026 at 6,353,614 shares worth $6.77B. The position accounts for 19.65% of the portfolio, ranked #2.
Bill Gates first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Bill Gates held 6,353,614 shares of Caterpillar worth $6.77B as of Q2 2026.
- Bill Gates left its Caterpillar share count unchanged in Q2 2026.
- Caterpillar made up 19.65% of Bill Gates's portfolio in Q2 2026, its #2 holding.
- Bill Gates first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
- 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Gates Foundation Trust's 13F filing for Q2 2026, filed 14 Aug 2026.