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
Other major holders of CAT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 1.2M |
-9.4% |
| $840.3M |
| 4.6% |
| $722.18 |
0 |
| 2025-Q4 | Decreased | 1.3M | -19.1% | $763.5M | 4.9% | $576.04 | 0 |
| 2025-Q3 | Decreased | 1.6M | -0.9% | $772.6M | 5.4% | $469.16 | 0 |
| 2025-Q2 | Increased | 1.6M | +0.1% | $634.3M | 5.0% | $381.32 | 61 |
| 2025-Q1 | Increased | 1.6M | +6.6% | $538.4M | 4.7% | $325.22 | 62 |
| 2024-Q4 | Increased | 1.5M | +3.2% | $555.5M | 5.1% | $356.77 | 63 |
| 2024-Q3 | Increased | 1.5M | +7.4% | $580.2M | 5.4% | $382.99 | 66 |
| 2024-Q2 | Increased | 1.4M | +6.4% | $460.2M | 4.8% | $324.88 | 61 |