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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$488K Buy
1,258
+68
+6% +$26.4K 0.42% 49
2025
Q1
$392K Buy
+1,190
New +$392K 0.36% 56