CWP
CAT icon

Capital Wealth Planning’s Caterpillar CAT Stock Holding History

Capital Wealth Planning’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-7,200
Closed -$229K – 117
2017
Q3 		$229K Buy
+7,200
New +$829K 0.18% 60

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Wealth Planning's CAT Position: Q1 2026 in Review

Capital Wealth Planning reduced its Caterpillar (CAT) stake by 9.4% in Q1 2026, selling an estimated $85.3M and leaving 1,186,096 shares worth $840M. The position accounts for 4.63% of the portfolio, ranked #6.

Capital Wealth Planning first reported a position in CAT in Q3 2013 and has held it in 49 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Capital Wealth Planning held 1,186,096 shares of Caterpillar worth $840M as of Q1 2026.
  • Capital Wealth Planning sold 123,114 Caterpillar shares in Q1 2026, an estimated $85.3M.
  • Caterpillar made up 4.63% of Capital Wealth Planning's portfolio in Q1 2026, its #6 holding.
  • Capital Wealth Planning first reported a position in Caterpillar in Q3 2013 and has held it in 49 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Capital Wealth Planning's 13F filing for Q1 2026, filed 15 May 2026.