Holistic Financial Partners's ownership history for CAT

Holistic Financial Partners currently holds 973 shares with a market value of $557.5K. It started holding CAT on 2024-09-30. At its peak, it held 973 shares on 2025-12-31. Its highest holding value was $557.5K on 2025-12-31. At its lowest, it held 769 shares on 2024-09-30, with a value of $254.7K on 2025-03-31. In the recent 180 days, Holistic Financial Partners has increased its shares by 112. In the recent year, Holistic Financial Partners has increased its shares by 202.