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

Capital Wealth Planning, LLC holds 1.2M shares of CAT (CATERPILLAR INC), worth $840.3M as of 2026-Q1. The position was decreased (-9.4% shares). CAT represents 4.6% of Capital Wealth Planning, LLC's portfolio.

Current Value

$840.3M

Current Shares

1.2M

Total Value Change

+$380.1M

Total Shares Change

-195,357

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1.2M
-9.4%
$840.3M4.6%$722.18
0
2025-Q4
Decreased
1.3M
-19.1%
$763.5M4.9%$576.04
0
2025-Q3
Decreased
1.6M
-0.9%
$772.6M5.4%$469.16
0
2025-Q2
Increased
1.6M
+0.1%
$634.3M5.0%$381.32
61
2025-Q1
Increased
1.6M
+6.6%
$538.4M4.7%$325.22
62
2024-Q4
Increased
1.5M
+3.2%
$555.5M5.1%$356.77
63
2024-Q3
Increased
1.5M
+7.4%
$580.2M5.4%$382.99
66
2024-Q2
Increased
1.4M
+6.4%
$460.2M4.8%$324.88
61

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

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