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Position history for Capital Wealth Planning, LLCCapital Wealth Planning, LLC's holdings in CATERPILLAR INC

Capital Wealth Planning, LLC holds 1.2M shares of CAT (CATERPILLAR INC), worth $1.3B as of 2026-Q2. The position was increased (+1.0% shares). CAT represents 6.4% of Capital Wealth Planning, LLC's portfolio.

Current Value

$1.3B

Current Shares

1.2M

Total Value Change

+$695.4M

Total Shares Change

-285,663

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.2M
+1.0%
$1.3B6.4%$1,062.93
62
2026-Q1
Decreased
1.2M
-9.4%
$840.3M4.6%$705.80
0
2025-Q4
Decreased
1.3M
-19.1%
$763.5M4.9%$569.39
0
2025-Q3
Decreased
1.6M
-0.9%
$772.6M5.4%$472.89
0
2025-Q2
Increased
1.6M
+0.1%
$634.3M5.0%$383.34
61
2025-Q1
Increased
1.6M
+6.6%
$538.4M4.7%$324.10
62
2024-Q4
Increased
1.5M
+3.2%
$555.5M5.1%$355.19
63
2024-Q3
Increased
1.5M
+7.4%
$580.2M5.4%$381.59
66

Other major holders of CAT: BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc., STATE STREET CORP, VANGUARD CAPITAL MANAGEMENT LLC, VANGUARD GROUP INC

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