Gates Foundation Trust (Bill Gates) — CAT Trade History
Quarter-by-quarter changes in the CATERPILLAR INC position · CUSIP 149123101
Currently held · >10 YearsFirst seen: 2016 Q3
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | Hold | 6,353,614 | — | 0.0% | $6.77B | 19.65% |
| 2026 Q1 | 2026-05-15 | Hold | 6,353,614 | — | 0.0% | $4.50B | 14.21% |
| 2025 Q4 | 2026-02-17 | Hold | 6,353,614 | — | 0.0% | $3.64B | 10.29% |
| 2025 Q3 | 2025-11-14 | Reduce | 6,353,614 | -1,000,000 | -13.6% | $3.03B | 8.29% |
| 2025 Q2 | 2025-08-14 | Hold | 7,353,614 | — | 0.0% | $2.85B | 5.97% |
| 2025 Q1 | 2025-05-15 | Hold | 7,353,614 | — | 0.0% | $2.43B | 5.80% |
| 2024 Q4 | 2025-02-14 | Hold | 7,353,614 | — | 0.0% | $2.67B | 6.35% |
| 2024 Q3 | 2024-11-14 | Hold | 7,353,614 | — | 0.0% | $2.88B | 6.38% |
| 2024 Q2 | 2024-08-14 | Hold | 7,353,614 | — | 0.0% | $2.45B | 5.14% |
| 2024 Q1 | 2024-05-15 | Hold | 7,353,614 | — | 0.0% | $2.69B | 5.88% |
| 2023 Q4 | 2024-02-14 | Hold | 7,353,614 | — | 0.0% | $2.17B | 5.14% |
| 2023 Q3 | 2023-11-14 | Hold | 7,353,614 | — | 0.0% | $2.01B | 5.16% |
| 2023 Q2 | 2023-08-14 | Hold | 7,353,614 | — | 0.0% | $1.81B | 4.30% |
| 2023 Q1 | 2023-05-15 | Hold | 7,353,614 | — | 0.0% | $1.68B | 4.62% |
| 2022 Q4 | 2023-02-14 | Hold | 7,353,614 | — | 0.0% | $1.76B | 4.93% |
| 2022 Q3 | 2022-11-14 | Hold | 7,353,614 | — | 0.0% | $1.21B | 3.55% |
| 2022 Q2 | 2022-08-15 | Hold | 7,353,614 | — | 0.0% | $1.31B | 7.43% |
| 2022 Q1 | 2022-05-16 | Reduce | 7,353,614 | -2,331,518 | -24.1% | $1.64B | 8.29% |
| 2021 Q4 | 2022-02-14 | Hold | 9,685,132 | — | 0.0% | $2.00B | 8.72% |
| 2021 Q3 | 2021-11-15 | Reduce | 9,685,132 | -471,624 | -4.6% | $1.86B | 8.02% |
| 2021 Q2 | 2021-08-16 | Hold | 10,156,756 | — | 0.0% | $2.21B | 9.26% |
| 2021 Q1 | 2021-05-17 | Reduce | 10,156,756 | -1,104,101 | -9.8% | $2.36B | 11.24% |
| 2020 Q4 | 2021-02-12 | Hold | 11,260,857 | — | 0.0% | $2.05B | 9.18% |
| 2020 Q3 | 2020-11-16 | Hold | 11,260,857 | — | 0.0% | $1.68B | 7.61% |
| 2020 Q2 | 2020-08-14 | Hold | 11,260,857 | — | 0.0% | $1.42B | 7.97% |
| 2020 Q1 | 2020-05-15 | Hold | 11,260,857 | — | 0.0% | $1.31B | 7.53% |
| 2019 Q4 | 2020-02-14 | Hold | 11,260,857 | — | 0.0% | $1.66B | 7.79% |
| 2019 Q3 | 2019-11-14 | Hold | 11,260,857 | — | 0.0% | $1.42B | 6.70% |
| 2019 Q2 | 2019-08-14 | Hold | 11,260,857 | — | 0.0% | $1.53B | 7.74% |
| 2019 Q1 | 2019-05-15 | Hold | 11,260,857 | — | 0.0% | $1.53B | 7.30% |
| 2018 Q4 | 2019-02-14 | Hold | 11,260,857 | — | 0.0% | $1.43B | 6.53% |
| 2018 Q3 | 2018-11-14 | Hold | 11,260,857 | — | 0.0% | $1.72B | 6.65% |
| 2018 Q2 | 2018-08-14 | Hold | 11,260,857 | — | 0.0% | $1.53B | 6.91% |
| 2018 Q1 | 2018-05-15 | Hold | 11,260,857 | — | 0.0% | $1.66B | 6.79% |
| 2017 Q4 | 2018-02-14 | Hold | 11,260,857 | — | 0.0% | $1.77B | 6.70% |
| 2017 Q3 | 2017-11-14 | Hold | 11,260,857 | — | 0.0% | $1.40B | 5.45% |
| 2017 Q2 | 2017-08-14 | Hold | 11,260,857 | — | 0.0% | $1.21B | 5.24% |
| 2017 Q1 | 2017-05-15 | Hold | 11,260,857 | — | 0.0% | $1.04B | 5.54% |
| 2016 Q4 | 2017-02-14 | Hold | 11,260,857 | — | 0.0% | $1.04B | 5.49% |
| 2016 Q3 | 2016-11-14 | New | 11,260,857 | 11,260,857 | — | $999.6M | 5.42% |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.