Capital Wealth Planning, LLC CAT Holdings History
Capital Wealth Planning, LLC's Caterpillar Inc Holding Summary
As of 2025-03-31, Capital Wealth Planning, LLC held 1.63 Mil shares of Caterpillar Inc(CAT), totaling $538.39 Mil. This investment constitutes 4.67% of their stock portfolio, and Capital Wealth Planning, LLC now holds 0.35% of the outstanding Caterpillar Inc(CAT) stock.
The initial trade took place in 2014Q1. And since then Capital Wealth Planning, LLC has made 20 purchases of CAT, at an average price of $218.24, for a total of 3.49 Mil shares. In addition, there have been 11 sales at an average price of $196.00 for 1.85 Mil shares. Based on historical transaction data and CAT's current price of $413.71, Capital Wealth Planning, LLC's estimated gain on his CAT holdings is $277.86 Mil, reflecting a 36.51% gain to date.
Capital Wealth Planning, LLC CAT ($413.71) Holding Chart
Capital Wealth Planning, LLC CAT ($413.71) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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