Forza Wealth Management, LLC's ownership history for CAT

Forza Wealth Management, LLC currently holds 573 shares with a market value of $273.4K. It started holding CAT on 2024-09-30. At its peak, it held 738 shares on 2024-12-31. Its highest holding value was $278.9K on 2024-09-30. At its lowest, it held 573 shares on 2025-06-30, with a value of $222.4K on 2025-06-30. In the recent 180 days, Forza Wealth Management, LLC has decreased its shares by 165.