Caterpillar shares owned by Capital Wealth Planning
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Capital Wealth Planning
from 13F filings
Historical chart of Capital Wealth Planning investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Capital Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $350M | 1.2M | 295.67 |
| 2023-09-30 | $1.2M | 4.3k | 273.00 |
| 2023-06-30 | $1.1M | 4.4k | 246.05 |
| 2023-03-31 | $968k | 4.2k | 228.84 |
| 2022-12-31 | $896k | 3.7k | 239.56 |
| 2022-09-30 | $697k | 4.3k | 164.00 |
| 2022-06-30 | $1.3M | 7.1k | 178.78 |
| 2022-03-31 | $1.6M | 7.0k | 222.86 |
| 2021-12-31 | $167M | 810k | 206.74 |
| 2021-09-30 | $141M | 736k | 191.97 |
| 2021-06-30 | $1.3M | 5.8k | 217.63 |
| 2021-03-31 | $1.6M | 7.1k | 231.83 |
| 2020-12-31 | $150M | 780k | 191.94 |
| 2020-09-30 | $107M | 714k | 149.12 |
| 2020-06-30 | $86M | 677k | 126.52 |
| 2020-03-31 | $576k | 5.0k | 116.08 |
| 2019-12-31 | $708k | 4.8k | 147.62 |
| 2019-09-30 | $651k | 4.9k | 133.95 |
| 2019-06-30 | $37M | 269k | 136.29 |
| 2019-03-31 | $1.5M | 11k | 135.35 |
| 2018-12-31 | $1.4M | 11k | 127.00 |
| 2018-09-30 | $3.2M | 21k | 152.40 |
| 2018-06-30 | $2.4M | 18k | 135.71 |
| 2018-03-31 | $2.0M | 14k | 147.33 |
| 2017-09-30 | $2.4M | 19k | 124.93 |
| 2017-06-30 | $16M | 148k | 107.46 |
| 2017-03-31 | $675k | 7.3k | 92.82 |
| 2016-12-31 | $674k | 7.3k | 92.68 |
| 2016-09-30 | $646k | 7.3k | 88.83 |
| 2016-06-30 | $556k | 7.3k | 76.46 |
| 2016-03-31 | $557k | 7.3k | 76.60 |
| 2015-12-31 | $494k | 7.3k | 67.93 |
| 2015-09-30 | $759k | 12k | 64.44 |
| 2015-06-30 | $999k | 12k | 84.89 |
| 2015-03-31 | $862k | 11k | 80.00 |
| 2014-12-31 | $985k | 11k | 91.43 |
| 2014-09-30 | $1.1M | 11k | 99.14 |
| 2014-06-30 | $1.2M | 11k | 108.57 |
| 2014-03-31 | $1.1M | 11k | 99.43 |
| 2013-09-30 | $606k | 7.3k | 83.33 |
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