Capital Wealth Planning, LLC
Top Portfolio Positions
138 positions ·
$17,417,026,194 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
2,507,605 | $928,240,142 | 5.33% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
1,067,492 | $903,087,557 | 5.19% | |
| AAPL |
Apple Inc.
Technology
|
3,553,595 | $901,866,874 | 5.18% | |
| RTX |
RTX Corp
Industrials
|
4,607,925 | $888,868,731 | 5.10% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
2,873,074 | $845,143,447 | 4.85% | |
| CAT |
Caterpillar Inc
Industrials
|
1,186,096 | $840,301,572 | 4.82% | |
| CVX |
Chevron Corp
Energy
|
3,865,516 | $799,775,260 | 4.59% | |
| AXP |
American Express Co
Financial Services
|
2,629,848 | $795,476,423 | 4.57% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
4,656,885 | $743,704,534 | 4.27% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
2,189,130 | $719,982,965 | 4.13% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CAT
Shares Held
Position Value (USD)
26 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $840,301,572 | 1,186,096 | Shares | Sole | 2026-05-15 | |
| 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 | |
| No 13F history on record for this holder in this stock. | ||||||