Question 1

How many shares of CAT does Capital Wealth Planning, LLC own?

Accepted Answer

As of 2026-Q1, Capital Wealth Planning, LLC holds 1.2M shares of CAT (CATERPILLAR INC).

Question 2

What is Capital Wealth Planning, LLC's CAT position worth?

Accepted Answer

As of 2026-Q1, Capital Wealth Planning, LLC's CAT position is worth $840.3M.

Question 3

Is Capital Wealth Planning, LLC buying or selling CAT?

Accepted Answer

In 2026-Q1, Capital Wealth Planning, LLC decreased their CAT position (-9.4% change in shares).

Question 4

When did Capital Wealth Planning, LLC first buy CAT?

Accepted Answer

Based on available 13F filings, Capital Wealth Planning, LLC first reported a position in CAT in 2026-Q1. They have held the position across 29 quarters.