Creative Planning's ownership history for CAT

Creative Planning currently holds 365.8K shares with a market value of $259.1M. It started holding CAT on 2024-09-30. At its peak, it held 365.8K shares on 2026-03-31. Its highest holding value was $259.1M on 2026-03-31. At its lowest, it held 227.9K shares on 2024-09-30, with a value of $86.6M on 2025-03-31. In the recent 180 days, Creative Planning has increased its shares by 21.9K. In the recent year, Creative Planning has increased its shares by 103.3K.