ENCOMPASS WEALTH ADVISORS, LLC's ownership history for CAT
ENCOMPASS WEALTH ADVISORS, LLC currently holds 755 shares with a market value of $534.9K. It started holding CAT on 2024-09-30. At its peak, it held 826 shares on 2024-12-31. Its highest holding value was $534.9K on 2026-03-31. At its lowest, it held 755 shares on 2026-03-31, with a value of $272.4K on 2025-03-31. In the recent 180 days, ENCOMPASS WEALTH ADVISORS, LLC has decreased its shares by 50. In the recent year, ENCOMPASS WEALTH ADVISORS, LLC has decreased its shares by 71.
ENCOMPASS WEALTH ADVISORS, LLC's ownership history for CAT