Bill Gates
Bill & Melinda Gates Foundation Trust
Bill Gates Caterpillar Inc stake
total: 104
Bill & Melinda Gates Foundation Trust CAT trades
- Total transactions:
- 6
- New positions:
- 1
- Added:
- 1
- Reduced:
- 4
- Held since:
- 2013 Q2 or earlier
- Held for:
- 52+ quarters
- Latest activity:
- 2025 Q3
According to 2026 Q1 report, Bill Gates holds 6,353,614 Caterpillar Inc (CAT) shares with a market value of roughly $4.50B accounting for 14.22% of the overall portfolio. Bill & Melinda Gates Foundation Trust has held CAT since at least 2013 Q2 with about 10.76M shares in our earliest available record. Since at least 2013 Q2, Bill & Melinda Gates Foundation Trust has made 5 more transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $82.86
- Weighted AVG sell price:
- $273.72
Bill Gates's historical trades in Caterpillar Inc
6 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2025 Q3
|
8.29%
|
6,353,614
|
$477.15
|
$3,031,626,920
|
-13.60% (-1,000,000)
|
-1%
|
|
2022 Q1
|
8.29%
|
7,353,614
|
$222.82
|
$1,638,532,000
|
-24.07% (-2,331,518)
|
-2.26%
|
|
2021 Q3
|
8.02%
|
9,685,132
|
$191.97
|
$1,859,255,000
|
-4.64% (-471,624)
|
-0.38%
|
|
2021 Q1
|
11.24%
|
10,156,756
|
$231.87
|
$2,355,047,000
|
-9.80% (-1,104,101)
|
-1.15%
|
|
2013 Q4
|
5.10%
|
$90.81
|
+4.65% (+500,000)
|
|||
|
2013 Q2
|
4.99%
|
$82.49
|
new or own*
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.