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White Knight Strategic Wealth Advisors, LLC: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of White Knight Strategic Wealth Advisors, LLC on CAT, newest first. How the timeline and the estimate are built.

White Knight Strategic Wealth Advisors, LLC held 402 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 402 shares
    Change vs previous 13F +2 shares

    0.3% of the 13F portfolio, value $428,090.

    13F-HR 0001904677-26-000003 filed by White Knight Strategic Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 400 shares
    Change vs previous 13F -25 shares

    0.24% of the 13F portfolio, value $283,384.

    13F-HR 0001904677-26-000002 filed by White Knight Strategic Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 425 shares
    Change vs previous 13F -298 shares

    0.18% of the 13F portfolio, value $243,477.

    13F-HR 0001904677-26-000001 filed by White Knight Strategic Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 723 shares
    Change vs previous 13F -535 shares

    0.27% of the 13F portfolio, value $344,954.

    13F-HR 0001904677-25-000008 filed by White Knight Strategic Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,258 shares
    Change vs previous 13F +68 shares

    0.42% of the 13F portfolio, value $488,315.

    13F-HR 0001904677-25-000006 filed by White Knight Strategic Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,190 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $392,387.

    13F-HR 0001904677-25-000003 filed by White Knight Strategic Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).