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Capital Wealth Planning, LLC: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Wealth Planning, LLC on CAT, newest first. How the timeline and the estimate are built.

Capital Wealth Planning, LLC held 1,197,856 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,197,856 shares
    Change vs previous 13F +11,760 shares

    6.37% of the 13F portfolio, value $1,275,597,304.

    13F-HR 0002085853-26-001006 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,186,096 shares
    Change vs previous 13F -123,114 shares

    4.63% of the 13F portfolio, value $840,301,230.

    13F-HR 0002085853-26-000600 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,309,210 shares
    Change vs previous 13F -309,976 shares

    4.94% of the 13F portfolio, value $763,490,446.

    13F-HR 0002085853-26-000251 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,619,186 shares
    Change vs previous 13F -14,664 shares

    5.45% of the 13F portfolio, value $772,594,722.

    13F-HR 0002085853-25-000273 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,633,850 shares
    Change vs previous 13F +1,377 shares

    5% of the 13F portfolio, value $634,276,931.

    13F-HR 0001566728-25-000006 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,632,473 shares
    Change vs previous 13F +101,265 shares

    4.67% of the 13F portfolio, value $538,389,587.

    13F-HR 0001566728-25-000005 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,531,208 shares
    Change vs previous 13F +47,689 shares

    5.14% of the 13F portfolio, value $555,461,072.

    13F-HR 0001566728-25-000001 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,483,519 shares
    Change vs previous 13F not available

    5.41% of the 13F portfolio, value $580,233,929.

    13F-HR 0001566728-24-000005 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).