CAT — Caterpillar Inc

Ownership history in Capital Wealth Planning, LLC  ·  46 quarters on record

This page tracks every 13F SEC filing in which Capital Wealth Planning, LLC reported a position in Caterpillar Inc (CAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.75% (2020 Q4)
Avg. % of fund
1.92%
First filed
2014 Q1
Last filed
2025 Q4
Quarters held
46
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,309,210 -309,976 -19.1% 4.94% $763.5M $571.53
2025 Q3 REDUCED 1,619,186 -14,664 -0.9% 5.45% $772.6M $474.67
2025 Q2 ADDED 1,633,850 +1,377 +0.1% 5.00% $634.3M $384.78
2025 Q1 ADDED 1,632,473 +101,265 +6.6% 4.67% $538.4M $325.32
42 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CAT price (monthly, adj. close)

Other funds also holding CAT

As of 2025 Q4 — sorted by position size

DRH Investments, Inc. 3Y 15.91% BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 3Y 7Y 10.05% Albar Capital Partners LLP 7.05% Westchester Capital Management, Inc. 3Y 7Y 7.0% Atwater Malick LLC 3Y 7Y 6.27% Boit C F David 3Y 5.02% Gouws Capital LLC 3Y 4.93% Aull & Monroe Investment Management Corp 3Y 7Y 4.92% Independent Wealth Network Inc. 3Y 4.57% Minneapolis Portfolio Management Group, LLC 3Y 7Y 4.52%
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