Position in CAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,765,963,548
+$2,264,682,174 QoQ
Shares Held
6,353,614
0.0% QoQ
Ownership
1.38%
of shares outstanding
% of Portfolio
19.65%
of 13F equity value
Holder Rank
#10
of 4,045 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026GATES FOUNDATION TRUST holds $9,142,635,134 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (74.0% of the industry book) .
All Filings in CAT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,765,963,548 | 6,353,614 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,501,281,374 | 6,353,614 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,639,794,852 | 6,353,614 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,031,626,920 | 6,353,614 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,854,746,490 | 7,353,614 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,425,221,897 | 7,353,614 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,667,597,014 | 7,353,614 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,876,145,507 | 7,353,614 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,449,488,823 | 7,353,614 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,694,584,778 | 7,353,614 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,174,243,051 | 7,353,614 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,007,536,622 | 7,353,614 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,809,356,724 | 7,353,614 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,682,801,027 | 7,353,614 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,761,631,769 | 7,353,614 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,206,580,985 | 7,353,614 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,314,532,038 | 7,353,614 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,638,532,271 | 7,353,614 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,002,304,189 | 9,685,132 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,859,254,790 | 9,685,132 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,210,414,808 | 10,156,756 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,355,047,013 | 10,156,756 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,049,701,191 | 11,260,857 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,679,556,821 | 11,260,857 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,424,498,410 | 11,260,857 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,306,709,846 | 11,260,857 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||