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White Knight Strategic Wealth Advisors’s Caterpillar CAT Stock Holding History

White Knight Strategic Wealth Advisors’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
2026
Q2 		$428K Buy
402
+2
+0.5% +$1.76K 0.3% 55
2026
Q1 		$283K Sell
400
-25
-6% -$17.3K 0.24% 67
2025
Q4 		$243K Sell
425
-298
-41% -$166K 0.18% 83
2025
Q3 		$345K Sell
723
-535
-43% -$228K 0.27% 64
2025
Q2 		$488K Buy
1,258
+68
+6% +$22.7K 0.42% 49
2025
Q1 		$392K Buy
+1,190
New +$424K 0.36% 56

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

White Knight Strategic Wealth Advisors's CAT Position: Q2 2026 in Review

White Knight Strategic Wealth Advisors increased its Caterpillar (CAT) stake by 0.5% in Q2 2026, buying an estimated $1.76K and bringing the position to 402 shares worth $428K. The position accounts for 0.3% of the portfolio, ranked #55.

White Knight Strategic Wealth Advisors first reported a position in CAT in Q1 2025 and has held it in 6 quarters since. The position peaked at $488K in Q2 2025. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • White Knight Strategic Wealth Advisors held 402 shares of Caterpillar worth $428K as of Q2 2026.
  • White Knight Strategic Wealth Advisors bought 2 Caterpillar shares in Q2 2026, an estimated $1.76K.
  • Caterpillar made up 0.3% of White Knight Strategic Wealth Advisors's portfolio in Q2 2026, its #55 holding.
  • White Knight Strategic Wealth Advisors first reported a position in Caterpillar in Q1 2025 and has held it in 6 quarters since.
  • White Knight Strategic Wealth Advisors's Caterpillar position peaked at $488K in Q2 2025.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.