Bill Gates' Bill & Melinda Gates Foundation Trust holds 6.35M shares of Caterpillar Inc (CAT) worth about $6.8B as of June 30, 2026, according to the 13F-HR filed with the SEC on August 14, 2026. The position is 19.65% of the reported portfolio, the 2nd largest of 24 stock positions. Bill Gates left the share count unchanged from the prior quarter.
What did the 2026 Q2 filing report for CAT?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Portfolio weight | 19.65% |
| Shares | 6.35M |
| Reported value | $6.8B |
| Rank in portfolio | 2nd of 24 |
| Largest holding | BRK-B at 21.35% |
| Top three holdings | 58.96% of the book |
| Change this quarter | unchanged |
How concentrated is Bill Gates in CAT?
CAT at 19.65% is 4.7 times the average stock position in the Bill Gates portfolio, which is 4%. The largest holding is BRK-B at 21.35%. The three largest stocks together are 58.96% of the reported book. A quarter earlier CAT was 14.22% of the book.
Where does CAT sit in the Bill Gates portfolio?
CAT ranks 2nd of 24 stock positions in the Bill Gates portfolio at 19.65%, above the fund's average stock position of 4%. Across the 2026 Q2 portfolio, Bill Gates reported 24 stock positions, with 2 opened and none closed. The total portfolio value is about $34.4B, up 9% from the prior quarter.
How long has Bill Gates held CAT?
Bill Gates has held CAT since at least the quarter ended June 30, 2013, the start of the filings we track. The current weight is the highest the fund has reported for the name. The share count was unchanged the quarter before. Every reported trade is on the Bill Gates CAT trade history page.
FAQ
What share of the Bill Gates portfolio is CAT?
CAT is 19.65% of the Bill Gates portfolio as of 2026 Q2, the 2nd largest of 24 stock positions.
What is the CAT stake of Bill Gates worth?
Bill Gates holds 6.35M shares of CAT, worth about $6.8B at June 30, 2026 prices, 19.65% of the reported portfolio.
What are the largest holdings of Bill Gates?
The largest stock positions of Bill Gates as of 2026 Q2 are BRK-B (21.35%), CAT (19.65%) and CNI (17.95%), together 58.96% of the book.
Did Bill Gates' Bill & Melinda Gates Foundation Trust change its CAT position in 2026 Q2?
Bill Gates left the share count unchanged from the prior quarter.