Destination Wealth Management's ownership history for CAT

Destination Wealth Management currently holds 1.3K shares with a market value of $598.4K. 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 $598.4K on 2025-09-30. 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 increased its shares by 60. In the recent year, Destination Wealth Management has increased its shares by 400.