Compass Ion Advisors, LLC's ownership history for CAT

Compass Ion Advisors, LLC currently holds 2.9K shares with a market value of $1.4M. It started holding CAT on 2024-09-30. At its peak, it held 3.0K shares on 2024-09-30. Its highest holding value was $1.4M on 2025-09-30. At its lowest, it held 2.9K shares on 2025-03-31, with a value of $941.2K on 2025-03-31. In the recent 180 days, Compass Ion Advisors, LLC has increased its shares by 26. In the recent year, Compass Ion Advisors, LLC has decreased its shares by 109.