Position in CAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,275,596,854
+$435,295,282 QoQ
Shares Held
1,197,856
+1.0% QoQ
Ownership
0.261%
of shares outstanding
% of Portfolio
6.50%
of 13F equity value
Holder Rank
#38
of 4,031 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Derivatives in CAT
reported options exposure · as of Dec 31, 2021CallValue
$764,938
CallShares
3,700
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Capital Wealth Planning, LLC holds $1,282,881,371 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (99.4% of the industry book) .
All Filings in CAT
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,275,596,854 | 1,197,856 | Shares | Sole | 2026-08-14 | |
| 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 filing history on record for this holder in this stock. | ||||||