Bill Gates - Gates Foundation Trust
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $31,665,505,891
Holdings Activity Buys Sells    History
Holding/activity history for  Caterpillar Inc. (CAT)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 6,353,614 14.22 $708.46 $4,501,281,374 SEC
2025   Q4 6,353,614 10.29 $572.87 $3,639,794,852 SEC
2025   Q3 6,353,614 8.29 Reduce 13.60% 0.81 $477.15 $3,031,626,920 SEC
2025   Q2 7,353,614 5.97 $388.21 $2,854,746,491 SEC
2025   Q1 7,353,614 5.80 $329.80 $2,425,221,897 SEC
2024   Q4 7,353,614 6.35 $362.76 $2,667,597,015 SEC
2024   Q3 7,353,614 6.38 $391.12 $2,876,145,508 SEC
2024   Q2 7,353,614 5.14 $333.10 $2,449,488,823 SEC
2024   Q1 7,353,614 5.88 $366.43 $2,694,584,778 SEC
2023   Q4 7,353,614 5.14 $295.67 $2,174,243,051 SEC
2023   Q3 7,353,614 5.16 $273.00 $2,007,536,622 SEC
2023   Q2 7,353,614 4.30 $246.05 $1,809,356,725 SEC
2023   Q1 7,353,614 4.62 $228.84 $1,682,801,028 SEC
2022   Q4 7,353,614 4.93 $239.56 $1,761,631,770 SEC
2022   Q3 7,353,614 3.55 $164.08 $1,206,581,000 SEC
2022   Q2 7,353,614 7.43 $178.76 $1,314,532,000 SEC
2022   Q1 7,353,614 8.29 Reduce 24.07% 2.11 $222.82 $1,638,532,000 SEC
2021   Q4 9,685,132 8.78 $206.74 $2,002,304,000 SEC
2021   Q3 9,685,132 8.02 Reduce 4.64% 0.43 $191.97 $1,859,255,000 SEC
2021   Q2 10,156,756 9.26 $217.63 $2,210,415,000 SEC
2021   Q1 10,156,756 11.24 Reduce 9.80% 0.90 $231.87 $2,355,047,000 SEC
2020   Q4 11,260,857 9.18 $182.02 $2,049,701,000 SEC
2020   Q3 11,260,857 7.61 $149.15 $1,679,557,000 SEC
2020   Q2 11,260,857 7.97 $126.50 $1,424,498,000 SEC
2020   Q1 11,260,857 7.53 $116.04 $1,306,710,000 SEC
2019   Q4 11,260,857 7.79 $147.68 $1,663,003,000 SEC
2019   Q3 11,260,857 6.70 $126.31 $1,422,359,000 SEC
2019   Q2 11,260,857 7.74 $136.29 $1,534,742,000 SEC
2019   Q1 11,260,857 7.30 $135.49 $1,525,734,000 SEC
2018   Q4 11,260,857 6.53 $127.07 $1,430,917,000 SEC
2018   Q3 11,260,857 6.65 $152.49 $1,717,168,000 SEC
2018   Q2 11,260,857 6.91 $135.67 $1,527,760,000 SEC
2018   Q1 11,260,857 6.79 $147.38 $1,659,625,000 SEC
2017   Q4 11,260,857 6.70 $157.58 $1,774,486,000 SEC
2017   Q3 11,260,857 5.45 $124.71 $1,404,341,000 SEC
2017   Q2 11,260,857 5.24 $107.46 $1,210,092,000 SEC
2017   Q1 11,260,857 5.54 $92.76 $1,044,557,000 SEC
2016   Q4 11,260,857 5.49 $92.74 $1,044,332,000 SEC
2016   Q3 11,260,857 5.42 $88.77 $999,626,000 SEC
2016   Q2 11,260,857 5.08 $75.81 $853,686,000 SEC
2016   Q1 11,260,857 5.01 $76.54 $861,906,000 SEC
2015   Q4 11,260,857 4.59 $67.96 $765,288,000 SEC
2015   Q3 11,260,857 4.27 $65.36 $736,010,000 SEC
2015   Q2 11,260,857 5.61 $84.82 $955,146,000 SEC
2015   Q1 11,260,857 4.84 $80.03 $901,206,000 SEC
2014   Q4 11,260,857 5.15 $91.53 $1,030,706,000 SEC
2014   Q3 11,260,857 5.14 $99.03 $1,115,163,000 SEC
2014   Q2 11,260,857 6.13 $108.67 $1,223,717,000 SEC
2014   Q1 11,260,857 5.65 $99.37 $1,118,991,000 SEC
2013   Q4 11,260,857 5.10 Add 4.65% 0.23 $90.81 $1,022,598,000 SEC
2013   Q3 10,760,857 4.61 $83.37 $897,133,000 SEC
2013   Q2 10,760,857 4.99 Add 4.87% 0.23 $82.49 $887,663,000 SEC
2013   Q1 10,260,857 4.94 $86.97 $892,387,000 SEC
2012   Q4 10,260,857 5.50 $89.58 $919,168,000 SEC
2012   Q3 10,260,857 5.11 Add 1.69% 0.08 $86.04 $882,844,000 SEC
2012   Q2 10,090,400 5.49 $84.91 $856,776,000 SEC
2012   Q1 10,090,400 6.83 $106.52 $1,074,829,000 SEC
2011   Q4 10,090,400 5.97 $90.60 $914,190,000 SEC
2011   Q3 10,090,400 5.09 Add 5.21% 0.25 $73.84 $745,075,000 SEC
2011   Q2 9,590,400 6.75 $106.46 $1,020,994,000 SEC
2011   Q1 9,590,400 6.87 $111.35 $1,067,891,000 SEC
2010   Q4 9,590,400 5.93 $93.66 $898,237,000 SEC
2010   Q3 9,590,400 5.15 $78.68 $754,573,000 SEC
2010   Q2 9,590,400 4.86 $60.07 $576,095,000 SEC
2010   Q1 9,590,400 4.76 Add 26.35% 0.99 $62.85 $602,757,000 SEC
2009   Q4 7,590,400 4.14 $56.99 $432,577,000 SEC
2009   Q3 7,590,400 3.85 Add 0.01% <0.01 $51.33 $389,615,000 SEC
2009   Q2 7,590,000 3.35 $33.04 $250,774,000 SEC
2009   Q1 7,590,000 2.51 Add 49.12% 0.83 $27.96 $212,216,000 SEC
2008   Q4 5,090,000 2.51 Add 25.99% 0.52 $44.67 $227,370,000 SEC
2008   Q3 4,040,000 2.15 Add 28.66% 0.48 $59.60 $240,784,000 SEC
2008   Q2 3,140,000 2.53 $73.82 $231,795,000 SEC
2008   Q1 3,140,000 2.59 $78.29 $245,830,000 SEC
2007   Q4 3,140,000 2.35 Add 46.73% 0.75 $72.56 $227,838,000 SEC
2007   Q3 2,140,000 1.85 Add 7.54% 0.13 $78.43 $167,840,000 SEC
2007   Q2 1,990,000 2.35 Add 4.74% 0.11 $78.30 $155,817,000 SEC
2007   Q1 1,900,000 2.09 Add 43.61% 0.63 $67.03 $127,357,000 SEC
2006   Q4 1,323,000 1.44 Add 294.93% 1.08 $61.33 $81,140,000 SEC
2006   Q3 335,000 0.36 $65.80 $22,043,000 SEC
2006   Q2 335,000 0.62 $74.48 $24,951,000 SEC
2006   Q1 335,000 0.63 $71.81 $24,056,000 SEC
2005   Q4 335,000 0.55 Buy 0.55 $57.77 $19,353,000 SEC