Gates Foundation Trust’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$520M | 8.29% | 4 |
|
|
2021
Q4 | $2B | Hold |
9,685,132
| – | – | 8.72% | 3 |
|
|
2021
Q3 | $1.86B | Sell |
9,685,132
-471,624
| -5% | -$90.5M | 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% | -$256M | 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% | +$45.4M | 5.1% | 4 |
|
|
2013
Q3 | $897M | Hold |
10,760,857
| – | – | 4.61% | 4 |
|
|
2013
Q2 | $888M | Buy |
+10,760,857
| New | +$888M | 4.99% | 4 |
|