Capital Wealth Planning, LLC
Holdings in CAT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $750,007,132 | 1,309,210 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $772,594,599 | 1,619,186 | Shares | Other | 2025-11-13 |
| 2025-06-30 | $634,276,908 | 1,633,850 | Shares | Other | 2025-08-07 |
| 2025-03-31 | $538,389,594 | 1,632,473 | Shares | Sole | 2025-05-12 |
| 2024-12-31 | $555,461,013 | 1,531,208 | Shares | Other | 2025-02-05 |
| 2024-09-30 | $580,233,951 | 1,483,519 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $460,161,994 | 1,381,453 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $475,582,900 | 1,297,882 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $349,615,877 | 1,182,453 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $1,169,805 | 4,285 | Shares | Sole | 2023-11-06 |
| 2023-06-30 | $1,086,064 | 4,414 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $967,993 | 4,230 | Shares | Sole | 2023-05-04 |
| 2022-12-31 | $895,954 | 3,740 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $697,340 | 4,250 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $1,263,833 | 7,070 | Shares | Sole | 2022-08-08 |
| 2022-03-31 | $1,559,740 | 7,000 | Shares | Sole | 2022-05-11 |
| 2021-12-31 | $764,938 | 3,700 | Shares | Sole | 2022-02-04 |
| 2021-12-31 | $166,611,558 | 805,899 | Shares | Sole | 2022-02-04 |
| 2021-09-30 | $141,306,812 | 736,088 | Shares | Sole | 2021-11-03 |
| 2021-06-30 | $1,269,000 | 5,831 | Shares | Sole | 2021-08-03 |
| 2021-03-31 | $1,646,277 | 7,100 | Shares | Sole | 2021-04-19 |
| 2020-12-31 | $141,947,750 | 779,847 | Shares | Sole | 2021-01-25 |
| 2020-09-30 | $106,498,320 | 714,035 | Shares | Other | 2020-11-10 |
| 2020-06-30 | $85,602,802 | 676,702 | Shares | Other | 2020-08-14 |
| 2020-03-31 | $575,790 | 4,962 | Shares | Sole | 2020-04-30 |