Caterpillar shares owned by White Knight Strategic Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by White Knight Strategic Wealth Advisors
from 13F filings
Historical chart of White Knight Strategic Wealth Advisors investment in Caterpillar
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All positions including Caterpillar held by White Knight Strategic Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Caterpillar by White Knight Strategic Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $345k | 723 | 477.11 |
| 2025-06-30 | $488k | 1.3k | 388.17 |
| 2025-03-31 | $392k | 1.2k | 329.74 |
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