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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
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 $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

White Knight Strategic Wealth Advisors's CAT Position: Q1 2026 in Review

White Knight Strategic Wealth Advisors reduced its Caterpillar (CAT) stake by 5.9% in Q1 2026, selling an estimated $17.3K and leaving 400 shares worth $283K. The position accounts for 0.24% of the portfolio, ranked #67.

White Knight Strategic Wealth Advisors first reported a position in CAT in Q1 2025 and has held it in 5 quarters since. The position peaked at $488K in Q2 2025. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • White Knight Strategic Wealth Advisors held 400 shares of Caterpillar worth $283K as of Q1 2026.
  • White Knight Strategic Wealth Advisors sold 25 Caterpillar shares in Q1 2026, an estimated $17.3K.
  • Caterpillar made up 0.24% of White Knight Strategic Wealth Advisors's portfolio in Q1 2026, its #67 holding.
  • White Knight Strategic Wealth Advisors first reported a position in Caterpillar in Q1 2025 and has held it in 5 quarters since.
  • White Knight Strategic Wealth Advisors's Caterpillar position peaked at $488K in Q2 2025.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.