BEACON FINANCIAL GROUP's ownership history for CAT

BEACON FINANCIAL GROUP currently holds 839 shares with a market value of $400.5K. It started holding CAT on 2024-09-30. At its peak, it held 1.3K shares on 2024-09-30. Its highest holding value was $526.1K on 2024-09-30. At its lowest, it held 835 shares on 2025-06-30, with a value of $324.2K on 2025-06-30. In the recent 180 days, BEACON FINANCIAL GROUP has decreased its shares by 445. In the recent year, BEACON FINANCIAL GROUP has decreased its shares by 506.