GeoWealth Management, LLC's ownership history for CAT

GeoWealth Management, LLC currently holds 1.1K shares with a market value of $533.9K. It started holding CAT on 2024-09-30. At its peak, it held 3.3K shares on 2024-12-31. Its highest holding value was $1.2M on 2024-09-30. At its lowest, it held 942 shares on 2025-06-30, with a value of $365.8K on 2025-06-30. In the recent 180 days, GeoWealth Management, LLC has decreased its shares by 1.8K. In the recent year, GeoWealth Management, LLC has decreased its shares by 2.0K.