CATERPILLAR INC;COM USD1
Reported by BILL & MELINDA GATES FOUNDATION TRUST
Reported 7,353,614 shares, unchanged from the prior quarter.
Reported value 17.4%; share count 0.0% vs. the prior quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2021-09-30 | 1859255000 |
| 2021-12-31 | 2002304000 |
| 2022-03-31 | 1638532000 |
| 2022-06-30 | 1314532000 |
| 2022-09-30 | 1206581000 |
| 2022-12-31 | 1761631770 |
| 2023-03-31 | 1682801028 |
| 2023-06-30 | 1809356725 |
| 2023-09-30 | 2007536622 |
| 2023-12-31 | 2174243051 |
| 2024-03-31 | 2694584778 |
| 2024-06-30 | 2449488823 |
| 2024-09-30 | 2876145508 |
| 2024-12-31 | 2667597015 |
| 2025-03-31 | 2425221897 |
| 2025-06-30 | 2854746491 |
| 2025-09-30 | 3031626920 |
| 2025-12-31 | 3639794852 |
| 2026-03-31 | 4501281374 |
| 2026-06-30 | 6765963549 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q2 2026 | Unchanged | 6,353,614 | 0 (0.0%) | 19.65% | $6,765,963,549 | 2026-08-14 | |
| Q1 2026 | Unchanged | 6,353,614 | 0 (0.0%) | 14.22% | $4,501,281,374 | 2026-05-15 | |
| Q4 2025 | Unchanged | 6,353,614 | 0 (0.0%) | 10.29% | $3,639,794,852 | 2026-02-17 | |
| Q3 2025 | Reduced | 6,353,614 | -1,000,000 (-13.6%) | 8.29% | $3,031,626,920 | 2025-11-14 | |
| Q2 2025 | Unchanged | 7,353,614 | 0 (0.0%) | 5.97% | $2,854,746,491 | 2025-08-14 | |
| Q1 2025 | Unchanged | 7,353,614 | 0 (0.0%) | 5.8% | $2,425,221,897 | 2025-05-15 | |
| Q4 2024 | Unchanged | 7,353,614 | 0 (0.0%) | 6.35% | $2,667,597,015 | 2025-02-14 | |
| Q3 2024 | Unchanged | 7,353,614 | 0 (0.0%) | 6.38% | $2,876,145,508 | 2024-11-14 | |
| Q2 2024 | Unchanged | 7,353,614 | 0 (0.0%) | 5.14% | $2,449,488,823 | 2024-08-14 | |
| Q1 2024 | Unchanged | 7,353,614 | 0 (0.0%) | 5.88% | $2,694,584,778 | 2024-05-15 | |
| Q4 2023 | Unchanged | 7,353,614 | 0 (0.0%) | 5.14% | $2,174,243,051 | 2024-02-14 | |
| Q3 2023 | Unchanged | 7,353,614 | 0 (0.0%) | 5.16% | $2,007,536,622 | 2023-11-14 | |
| Q2 2023 | Unchanged | 7,353,614 | 0 (0.0%) | 4.3% | $1,809,356,725 | 2023-08-14 | |
| Q1 2023 | Unchanged | 7,353,614 | 0 (0.0%) | 4.62% | $1,682,801,028 | 2023-05-15 | |
| Q4 2022 | Unchanged | 7,353,614 | 0 (0.0%) | 4.93% | $1,761,631,770 | 2023-02-14 | |
| Q3 2022 | Unchanged | 7,353,614 | 0 (0.0%) | 3.55% | $1,206,581,000 | 2022-11-14 | |
| Q2 2022 | Unchanged | 7,353,614 | 0 (0.0%) | 7.43% | $1,314,532,000 | 2022-08-15 | |
| Q1 2022 | Reduced | 7,353,614 | -2,331,518 (-24.1%) | 8.29% | $1,638,532,000 | 2022-05-16 | |
| Q4 2021 | Unchanged | 9,685,132 | 0 (0.0%) | 8.72% | $2,002,304,000 | 2022-02-14 | |
| Q3 2021 | Reduced | 9,685,132 | -471,624 (-4.6%) | 8.02% | $1,859,255,000 | 2021-11-15 | |
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Who else reported the position
2933 managers reported CATERPILLAR INC;COM USD1 for Q3 2024.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | Added | 46,525,174 | +46,221 | 0.33% | $18,196,926,054 | 46 qtrs |
| STATE STREET CORPORATION | Reduced | 36,384,598 | -229,521 | 0.58% | $14,230,743,970 | 46 qtrs |
| BlackRock Inc | New | 35,411,116 | +35,411,116 | 0.29% | $13,849,995,810 | 1 qtr |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | Unchanged | 17,734,370 | 0 | 6.02% | $6,936,266,794 | 46 qtrs |
| Capital World Investors | Reduced | 17,486,258 | -1,804,277 | 1.06% | $6,839,221,409 | 46 qtrs |
| GEODE CAPITAL MANAGEMENT LLC | Added | 10,213,455 | +67,148 | 0.32% | $3,987,205,566 | 46 qtrs |
| Fisher Asset Management LLC | Added | 8,952,632 | +205,012 | 1.43% | $3,501,553,803 | 46 qtrs |
| MORGAN STANLEY | Added | 7,605,522 | +326,079 | 0.22% | $2,974,672,964 | 46 qtrs |
| BILL & MELINDA GATES FOUNDATION TRUST This report | Unchanged | 7,353,614 | 0 | 6.38% | $2,876,145,508 | 46 qtrs |
| NORTHERN TRUST CORPORATION | Reduced | 6,122,853 | -239,736 | 0.39% | $2,394,770,265 | 46 qtrs |
Filing details and methodology As reported
- Report period
- September 30, 2024
- Filed
- November 14, 2024
- Filing type
- 13F-HR
- Position type
- COM
Voting authority reported
- Sole
- 7,353,614
- Shared
- 0
- None
- 0
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.