The Oracle of Omaha has $180 billion collectively invested in four brand-name companies with well-defined competitive advantages and phenomenal capital-return programs.

The mystery over Warren Buffett’s surprisingly defensive stance deepened over the weekend. The 94-year-old CEO of Berkshire Hathaway sold more stocks in the latest quarter and grew a record cash pile even larger to $334 billion,

Not only are investors looking to dig into Berkshire's financials, they are also keenly awaiting Buffett's annual letter to shareholders that may offer commentary on investments and the economy.