Destination Wealth Management's ownership history for CAT

Destination Wealth Management currently holds 1.2K shares with a market value of $674.5K. It started holding CAT on 2024-09-30. At its peak, it held 1.3K shares on 2025-06-30. Its highest holding value was $674.5K on 2025-12-31. At its lowest, it held 741 shares on 2024-12-31, with a value of $269.0K on 2024-12-31. In the recent 180 days, Destination Wealth Management has decreased its shares by 90. In the recent year, Destination Wealth Management has increased its shares by 436.

It has also owned 1 contracts of calls, with the market value of the underlying securities totaling $11.1K on 2025-12-31. At its peak, it held 1 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $11.1K on 2025-12-31. At its lowest, it held 1 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $11.1K on 2025-12-31.