Bill Gates’ 2026 Portfolio: Top 5 Stocks to Buy

Page 1 of 5

In this article, we will list Bill Gates’ 2026 Portfolio: Top 5 Stocks to Buy. Please visit Bill Gates’ 2026 Portfolio: Top 10 Stocks to Buy, if you would like to see the extended list and the methodology behind it.

Bill Gates’ 2026 Portfolio: Top 5 Stocks to Buy

5. Caterpillar (NYSE:CAT)

Gates Foundation Stake Value: $3.64 Billion

Caterpillar (NYSE:CAT) isn’t just about heavy construction and equipment. It’s rapidly becoming an AI and data center play. Caterpillar (NYSE:CAT)’s large natural-gas generators business could thrive amid high demand as companies look for backup power for hyperscale computing campuses. Recent earnings showed power generation sales rising as much as 44% year over year amid orders tied to hyperscale and enterprise data center operators.

What about Caterpillar (NYSE:CAT)’s core business? It stands to benefit from rising infrastructure spending in the U.S. and globally. The Infrastructure Investment and Jobs Act authorizes about $1.2 trillion in funding, including roughly $550 billion in new investment across roads, bridges, rail, broadband, and power grid upgrades. Most of these projects require heavy machinery and engines.

Diamond Hill Large Cap Fund stated the following regarding Caterpillar Inc. (NYSE:CAT) in its third quarter 2025 investor letter:

“Other top Q3 contributors included L3Harris Technologies, Caterpillar Inc. (NYSE:CAT) and Sysco Corporation. Shares of heavy construction machinery manufacturer Caterpillar rose amid positive sentiment around the company’s power-generation business, which is tied to data center growth.”

Page 1 of 5