Capital Wealth Planning, LLC
Top Portfolio Positions
132 positions ·
$14,591,741,404 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| GS |
Goldman Sachs Group Inc
Financial Services
|
935,946 | $822,696,534 | 5.64% |
| AAPL |
Apple Inc.
Technology
|
2,937,051 | $798,466,684 | 5.47% |
| MSFT |
Microsoft Corp
Technology
|
1,649,156 | $797,564,824 | 5.47% |
| AXP |
American Express Co
Financial Services
|
2,152,624 | $796,363,247 | 5.46% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
2,455,895 | $791,338,486 | 5.42% |
| RTX |
RTX Corp
Industrials
|
4,290,398 | $786,858,992 | 5.39% |
| V |
Visa Inc.
Financial Services
|
2,171,043 | $761,406,490 | 5.22% |
| CAT |
Caterpillar Inc
Industrials
|
1,309,210 | $750,007,132 | 5.14% |
| CME |
Cme Group Inc.
Financial Services
|
2,709,146 | $739,813,589 | 5.07% |
| IBM |
International Business Machines Corp
Technology
|
2,444,051 | $723,952,345 | 4.96% |
Portfolio Trend
Holdings in CAT
Export CSVShares Held
Position Value (USD)
25 of 25 shown
| 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 | Call | 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 | |
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