EP Wealth Advisors, LLC's ownership history for CAT
EP Wealth Advisors, LLC currently holds 19.2K shares with a market value of $7.5M. It started holding CAT on 2024-09-30. At its peak, it held 19.2K shares on 2025-06-30. Its highest holding value was $7.5M on 2025-06-30. At its lowest, it held 17.3K shares on 2025-03-31, with a value of $5.7M on 2025-03-31. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 1.6K.
EP Wealth Advisors, LLC's ownership history for CAT